
Management Consultant - Software - Customer Relationship Management
Toronto, Canada Area

Management Consultant - Software - Customer Relationship Management
Toronto, Canada Area
I have spend the better part of my 12 years of experience working for large software and hardware vendors, consulting, selling and implementing solutions for SMB’s and larger Fortune 1000 companies. As an independent consultant I work with my SMB clients to develop business strategies around their most critical assets that being their valuable clients or customers.
My clients deliver a more uniform customer experience throughout their organization by having implemented a CRM or a customer relationship management solution.
The result for them: greater customer loyalty, increased revenue gains and competitive advantage.
Richard Bolton – Centricity360
Customer Focused Strategies. Simplified.
Software consulting, selling and Implementations. Customer-based business strategies. Project Management. Training. Sales Coaching.
(Sole Proprietorship; 1-10 employees; Management Consulting industry)
March 2007 — Present (1 year 8 months)
At Centricity360 Software Consulting we specialize in Customer Relationship Management (CRM) strategies that help our clients create a more customer-focused organization.
We leverage our experience with CRM software applications to help small and medium size businesses to strengthen their sales, marketing and service management capabilities to produce dynamic results such as:
* Continuous Revenue Growth.
* Increased Customer Satisfaction and Retention.
* Enhanced Operational Efficiencies.
* Boost Employee Satisfaction.
Centricity360
Customer-Focused Strategies. Simplified.
www.centricity360.com
(Privately Held; 11-50 employees; Computer Networking industry)
March 2006 — March 2007 (1 year 1 month)
Responsibilities:
· Consulting and Sales of HL7 Integration software solution to large hospitals, clinics and healthcare software developers in North American and the international marketplace.
· Developed a deep understanding of the relevant target markets in order to contribute to the companies overall strategic planning immediately.
· Built and maintained strong relationships with business partners by developing an in-depth understanding of the partners' Healthcare Application and the integration/interface needs of the community in which the application operates.
· Managed external relationships with both customers as well as potential and existing business partners.
· Prospecting to leading software development and healthcare organizations.
· Developed business and marketing plan for territory of sales. Attend Healthcare trade shows across North American.
(Privately Held; 201-500 employees; Computer Software industry)
September 2005 — March 2006 (7 months)
Sales of Netsuite's hosted CRM and ERP software solution to Small and Medium size business in North America.
Responsibilities:
· Manage sales through prospecting, lead qualification, forecasting, resource allocation, account strategy, and planning.
· Client demonstration of product, business flows and prepare scope document for new and add on projects at the Senior Management levels. Develop solution proposals encompassing all aspects of the business applications.
· Identify and provide in-depth project plan to capitalize on market opportunities through ROI analysis, information flow and procedures.
· Develop and maintain strong working relationships with Channel partners.
· Target market - Specialized in the Software, Wholesale Distribution and Professional and Financial Services market.
(Privately Held; 11-50 employees; Computer Software industry)
2004 — 2005 (1 year)
Responsibilities:
· Software Sales and Consulting on Blue Link Elite an inventory management and accounting solution to SME businesses in the South Western Ontario and USA region. Target market - Wholesale Distribution vertical with special focus on the food services sector – Wineries and Breweries.
· Managed Partners Channel such as Microsoft, Radio Beacon, ScanCode, Beltek, and Proquote.
· Designed and initiated marketing campaigns into the territories with full ROI tracking and accountability.
· Trade Missions to the US through Provincial and Federal government business development branches to promote Blue Link.
(Public Company; 10,001 or more employees; Computer Software industry)
2002 — 2004 (2 years)
Responsibilities:
· Strategic sales of Oracles E-Business suite covering ERP, CRM, SCM, E-BI, and full Outsourcing models to large Commercial (Fortune 500) and Government accounts in Western Canada and the United States.
· Delivered regular forecasting and pipeline meetings for territory with management and field territory management.
· Successfully challenged and won against competitive companies such as SAP, JDE, Microsoft, Siebel and People soft.
· Penetrated large US and Canadian corporations e.g. Telus, General Electric, Co-Operators, Ceridian, Hyatt, etc.
· Established and maintained high-level relationships with business decision makers (C-level executives) at major corporations with multiple locations.
(Privately Held; 11-50 employees; Computer & Network Security industry)
November 1999 — August 2001 (1 year 10 months)
Account Manager:
·Software License Sales – Microsoft Great Plains ERP solution - Marketed and sold Microsoft Great Plains Software solutions and enterprise hardware solutions in the Western Ontario area to Mid-Market corporate accounts.
·Consulted with partners on enterprise projects with Microsoft and Deloitte to close large ERP projects.
·Hardware Server Sales – IBM X Series server sales
·Managed multi level distribution chains (Ingram, Techdata, Supercom, EMJ and Synnex) and direct with manufacturers (IBM, Compaq and Hewlett Packard) to negotiate bid-pricing contracts.
·Developed co-location and Outsourcing models with Group Telecom and IBM.
(Privately Held; 1-10 employees; Information Technology and Services industry)
1996 — 1998 (2 years)
Responsibilities:
· Principle involvement in the startup of this company including preparing a business plan to create company vision and project profitability.
· Managed a staff of programmers and sales agents.
· Direct functions involving establishing a client base of companies to analyzing and improving their web presence, call centre productivity and processes.
(Privately Held; 1-10 employees; Information Technology and Services industry)
1991 — 1996 (5 years)
Responsibilities:
· Consulted clients on implementation of new accounting solution.
· Integrated customer business needs with product offerings by providing thorough informative research and solutions recommendations.
· Managed implementation projects for midsize corporate accounts.
Schulich Executive Education Centre, The Project Management Course, 2007 — 2007
Marketing High Technology Products and Services to Business 2001 — 2001
Certificate in Telecommunications & Network Management 1996 — 1998
BAS, Business Administration, 1987 — 1990
Golf, Fishing and Skiing
Golden Horseshoe Venture Forum
HappenLink - Linking People and Opportunities
Communitech - Waterloo Region Technology Association
Bitnet - Business Information Technology Network
Milton Chamber of Commerce
Canadian Association of Management Consultants (CAMC)
Association of Internet Marketing and Sales (AIMS)
Ontario Certified Sales Professional Association
Track 3 Ski Association
2000-2001 President, Toastmasters International; Streetsville Club
2007 CAMC – The Essentials of Management Consulting
2006 NetSuite Sales and Technical Certification
2004 Sandler Sales Institute: The Sandler Selling System Certification.
2002 Oracle Sales Training: Spin Selling Certification
2001 IBM – High Performance Sales Training – X Series Servers
1990 The Dale Carnegie Course in Effective Speaking & Human Relations