London, England, United Kingdom
I am an independent consultant providing strategic and business consultancy in CRM initiatives and customer centric solutions. My focus on full life cycle CRM services to clients provides consistency throughout projects and into day to day operations. In October 2010, I launched Swallowtail Consulting to provide management and hands-on services to businesses on data transformation process, reporting solutions, defining and developing strategic objectives, solution implementation, development and training, and the CRM selection process, . In addition to project consulting services I work as a CRM Manager on a retained services basis for a number of firms in the private equity sector. I have delivered solutions in legal, financial, local government, professional, sport governing bodies, public sector and commercial sectors. Specialties: - Legal - InterAction CRM / Peppermint CRM [Microsoft Dynamics] / Aderant / Elite / Vuture / Axxia - Capital Markets & Private Equity - DealCloud / Navatar [Salesforce CRM] / Dynamo / Investran - Reporting, Dashboards & Data Analytics - SSRS / Power BI / Tableau / Crystal Reports / Cognos / Excel -Database - SQL Server, Oracle - Business process consultancy - CRM feasibility & selection - Data Quality initiatives - Project management - Data manipulation and integration projects - Training programme design and delivery.
Provision of strategic and business consultancy in CRM initiatives and customer centric solutions. Full life-cycle consultancy and configuration utilising DealCloud / InterAction CRM / Investran / SalesForce CRM / MS Dynamics for private equity, legal and professional services. CRM Manager on a retained services basis for a number of clients. Delivery of SSRS / Power BI / Tableau reports and dashboards covering deal flow, fund raising, business development, marketing & events, activity trackers, referral analysis, usage analysis and data quality metrics. Key Responsibilities: CRM consultancy, report / BI / dashboard development, feasibility studies & product selection; project management; implementation; business process; data load and interoperability; data quality management; administrator and user training.
Bespoke consultancy to DealCloud clients. Data migration, business consultancy, implementation & configuration and reporting solutions.
A partnership of dedicated InterAction CRM professionals conducting full CRM lifecycle consultancy - project management, business process reviews, configuration, training and reporting
Bespoke consultancy for UK based Navatar clients - implementation, configuration and reporting.
Bespoke project work in partnership with Holland Mountain - a Venture Capital & Private Equity industry CRM specialist consultancy organisation. Full CRM consultancy utilising InterAction CRM, Microsoft CRM and Investran. Key Responsibilities: Feasibility studies & product selection; project management; implementation; business process; data load and interoperability; data quality management; report & dashboard creation and training.