Vijay Bhagat

Experienced Salesforce Professional with over 3.6 years of experience in Salesforce Ecosystem. Excellent reputation for resolving problems and improving customer satisfaction. Eager to contribute to team success through hard work, attention to detail and excellent organizational skills. Clear understanding of requirement of clients and executing according to it. Motivated to learn, grow, and excel in Salesforce Industry.

• 1. Territory Management

Client : Trellix

Environment : Salesforce.com, Data Loader

Specification / Description : The Territory Management project for Trellix aimed to establish a structured framework for defining and managing sales territories with the Salesforce platform. This implementation streamlined sales operations, improved team

effectiveness, and enhanced revenue generation.

Key Result Areas:

• Developed and executed Sales Cloud support strategies to boost sales team efficiency, improve user experience, and streamline account and lead management, including delivering end-user training to drive adoption and performance improvements.
• Oversaw end-to-end user management, including onboarding, profile updates, permission adjustments, license assignments, and integration into public groups and queues, ensuring secure and efficient system access.
• Led territory management initiatives to align sales coverage with strategic goals, overseeing the configuration and maintenance of territories to enhance market reach and sales productivity.
• Performed detailed data audits using advanced reports and dashboards to maintain data quality, support compliance, and enable strategic decision-making across business units.
• Handled customer service case management, resolving issues efficiently and ensuring high levels of customer satisfaction and operational responsiveness.

• 2. Volunteer Management System

Client : National Kidney Foundation (Singapore)

Environment : Salesforce.com – Import function, Portal Integration, Google Maps.

Specification / Description: The solution intends to provide real-time analytics volunteer data residing in CRM system.

Key Result Areas:

• Designed schema in Salesforce and established relationships.
• Managed interview tasks for portal sign-up volunteers.
• Organized orientation for selected volunteers & sent system-oriented emails.
• Created Classic Email Templates for email communication via Workflow.
• • Implemented security and sharing rules at Object Level, Field Level, and Record Level for different organizational users.