Greg Robin's Contact Details

Greg Robin's Company Details

Productivity Advisors

San Francisco, California, United States • 4 Employees
Information Technology & Services

Productivity Advisors, a San Francisco-based consulting firm, helps growth companies plan and scale their use of CRM technologiesRecent Salesforce projects have involved:o Lead on Salesforce ORG that grew from $5MM to $150MM+ ARR in 5 years (Udemy)o 5 End-to-end Implementations of Salesforce CPQ & CPQ+ for SaaS-based software companieso Rolled out multi-currency functionality to a 500+ person team, CPQ-enabled, global companyo Built an automated integration between Stripe and Salesforce Opportunities (Tray.io)o Migrated an entire 500+ person ORG from Classic to Lightning user interfaceo Automated Contract creation using Conga Composer, Salesforce CPQ & DocuSigno Conducted Clean-up projects using a variety of tools to uncover: unused fields, page layouts, recordtypes, workflows and under-utilized sharing rules. Then removed excess objects, fields and datao Performed data migration, system design, configuration and platform launch for several B2B softwarecompanies (AtScale, Bold, Loyal3, MuleSoft, Percolate, Plum Lending, Visa)SPECIALTIESSoftware Selection, Requirements Management, Implementation & AdoptionProgram & Project Management