About Tom Ingram:
Salesforce Technical Program Manager, Hands-On Business Analyst
Technical PM / Scrum Master
Salesforce Platform Developer 1*, Admin 201 Certified
Agile User Story, Lightning, Integration, Process Specialist
Tom's Recent Salesforce Projects
Tom Ingram Presenter for
Two Technical Sessions: "Lightning Console" and "Customer 360"
Fidelity Investments, Salesforce Service Cloud $1 Million Project: Requirements, Process, Architecture. Led team of two as techno-functional consultant, BA, Engagement Lead. Reduced "Time to User Value" from 5 Months to 30 Days.** Delivered in 10 Weeks:
TE Connectivity (Tyco Electronics) a $12 Billion Manufacturer of Electric Connectors. Led Salesforce Service Cloud project as Senior Consultant / techno-functional BA. This $5 Million+ Salesforce project expected to result in Cost Savings of $9.6 Million and Gross Profit of $216 Million Over Five Years. Included Lightning migration. Agile project. (Project stalled - reevaluation of payback needed*)
Boeing: Led $3.5 Million Salesforce Project as Senior Techno-Functional Project Manager, BA, Integration/Migration Scrum Master, App Dev Scrum Master. Global project included 8 business units, 11 interfaces / migrations, 1000+ users. consolidated to a single Salesforce Org.*
Solera: (Auto Parts, Tech, Services) Salesforce Sales Cloud, Service Cloud Outsourcing Project. Solution Architect, Senior Consultant in support of outsourcing project for 1100 Salesforce users. Provided Salesforce assessment and input to outsourcing team. Included 7 Salesforce orgs, 600 major workflows, 936,000 lines of Apex code, 30 business units.
DFWJLT: (Dallas Based Nonprofit, Trains People in Salesforce) Volunteer Salesforce admin, developer and trainer. (Ongoing.) Salesforce Certified Administrator ADM 201, Microsoft CRM, SharePoint, SQL Server, Salesforce Integration Developer, Trainer. Goal is retraining people in Salesforce skills to help find work, especially in late career. Developing advanced Service Cloud app.
Exeter Finance: Led Salesforce, Related CRM effort as Senior Technical-Functional Consultant to extract data from Salesforce through SQL Server/SSIS/SSRS to SharePoint for Field Sales / Customer Dashboard on iPad. 200 Salespeople supported. Phase 1 dashboard delivered in 10 days. Agile project.**
Mitel: Led CRM, Salesforce Related, Other app dev / migration as hands-on Microsoft solution architect to create immediate custom solutions in SharePoint, SQL Server, other tools while waiting for Salesforce development. 5,000 casual users and 200 heavy users migrated, supported. SPECTACULAR ADOPTION SUCCESS: 50+ “thanks and well done” emails.**
"How to Turn Computer Problems
Into Competitive Advantage"
by Tom Ingram, Published 1998,
by the Project Management Institute
Book Review by
Crossmark: Led two year CRM, CPQ (Configure, Price, Quote) project as Senior Technical-Functional Consultant for Process Improvement, Consolidation effort completed with Microsoft Tools. Consolidated 18 business units into one standard set of processes with field compliance audits. Resulted in $2.5 million per year in hard cost savings, $10 million in additional sales per year. INCLUDED FIELD SALES and SERVICE PROCESSES FOR 9,000 EMPLOYEES. Reduced 97 step CPQ process to 49 steps for complex pricing and quoting of products, services, discounts and rebates.*
Handleman, Premium (Business Services) Led CRM project as Senior Technical-Functional Consultant with Microsoft Tools resulting in $6.5 million in new services sold in 30 small transactions and $5.5 million in new services sold to Procter & Gamble.*
J.F. Shea, (a Home Builder and Mortgage Company) Role: CRM Specialist, SharePoint 2010, 2013 Architect, Agile Technical BA, No-Code Solutions Developer. Led project which produced ROADMAP AND STRATEGY for a dozen+ Apps to be implemented resulting in $2.75 million estimated cost savings per year. Apps included $10 million+ Deal Tracking Workflow, 3rd Party Secure Document Exchange, SALES PIPELINE REPORTING, SALES FORECAST, Cash Forecast, Competitive Analysis, CPQ CONFIGURE, PRICE, QUOTE, FILES for Bid Estimates, RFP Submission and Workflow, COMMUNITIES, Web-to-Form App, MOBILE Apps, Executive Approval of Commissions.
Morrison Distributors: Led Credit Process Improvement as Senior Technical-Functional Consultant resulting in 35 person credit department converting 1.3 Million pages to paperless system for just $100,000.*
First Command Financial Services / Insurance Firm, CRM Project for Agency Sales Operations. Role: Supported project in CRM, Project Management, Expert Witness role. Apps included forecasting, product sales quota attainment, sales recruiting, training, compensation, performance evaluation, promotion, sales performance management, quoting, rating, underwriting data, agency office management, agent recruitment, agent training, agent compensation, complex retirement planning, estate planning, investment portfolio management. $3.5 million savings for client. Special circumstances.
Texas Instruments, Collections Led “bleeding edge” project which freed up $5 million+ in cash from accounts receivable over 5 years. Project completed in 120 days.
Flowserve (Large Pump Manufacturer for Oil & Gas), Revenue Recognition, Sales Policy Compliance. Migrated $12 billion revenue recognition database from Lotus Notes to SharePoint to provide better auditing, compliance.
Tom's CRM Projects Prior to Salesforce
Tom Ingram's 20+ years of experience include 25 CRM projects over 15 years (5 years Salesforce, 10 years Microsoft.) Some specialties:
Hot Situations, Project Turnarounds: Celanese, Tyco Electric (TE), FedEx, Northern Trust, State of Texas, Verizon, Mitel
CRM Expert Witness Win: $3.5 Million Settlement for Client
Education, Certifications, Publications
*Contact Us in Dallas, Texas, USA at firstname.lastname@example.org
*Success stories, client quotes, estimated costs and benefits are derived from actual projects but may have been altered for simplicity, teaching purposes or to protect confidential information.
* Tom took Salesforce Platform Developer 1 certification test on July 24, 2020 and missed passing by 2 questions. I consider this credential 95% earned and retake is in process.