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Lisa Clossey

I have been working in, with, and around Salesforce for close to twenty years. I still find delight in solving problems and watching small business grow.

Accepting New Clients: No

Timezones Supported: Eastern Time, Central Time, Mountain Time, Pacific Time

Years of Experience: 17

Linkedin Profile: https://www.linkedin.com/in/lisa-clossey-4b4a535/
  • Certifications Held

    Salesforce

    • Salesforce Certified Administrator
    • Platform App Builder
    • Sales Cloud Consultant
    • Service Cloud Consultant

     

    Marketo

    • n/a

     

    Hubspot

    • n/a

     

    Agile/Delivery

    • n/a

     

  • Service Skills

    Recognize

    Business Analysis

    ★★★★
    Strategic Consulting

    ★★★

    Align

    Meeting Facilitation

    ★★★★
    Stakeholder Management

    ★★★★

    Plan

    Project Management

    ★★★★
    Time Management

    ★★★

    Implement

    Problem Solving

    ★★★★

    Deliver

    Communication

    ★★★
    Change Management

    ★★★★
  • Software Proficiency

    Customer Relationship Management (CRM)

    Salesforce Core

    ★★★★
    Salesforce Service Cloud

    ★★★★
    Hubspot Sales Hub

    ★
    Zendesk

    ★

    Marketing Automation Platform (MAP)

    Marketo

    ★
    Hubspot Marketing Hub

    ★
    Pardot

    ★★
    Salesforce Marketing Cloud

    ★

    Configure Price Quote (CPQ)

    Salesforce CPQ

    ★★
    Dealhub

    ★

    Customer Success Platform (CSP)

    Gainsight

    ★
    ChurnZero

    ★

    Account Based Marketing (ABM)

    Salesforce ABM

    ★★
    ABM Integrations/Routing Tools

    ★★

    Business Intelligence (BI)

    Salesforce Einstein Analytics

    ★
    Tableau

    ★
  • Technical Experience

    General Administration

    Salesforce Implementation

    ★★★
    Salesforce Merge/Migration

    ★★★
    Flow Development

    ★★★★
    Data Cleanup/Dedupe

    ★★★

    Salesforce Integrations

    Sales Productivity Integrations

    ★
    Netsuite Integration

    ★
    Custom Integrations

    ★★

    Advanced Development

    APEX Development

    ★★
    Lightning/VisualForce Component Development

    ★★
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