Kimberly Perez

Military Spouse | Product Owner | Trailhead Ranger
3x Salesforce Certified | 6x HubSpot Certified

Professional Development

As a residential sales specialist, I am dedicated to helping businesses reach their full potential. I understand that each business is unique and requires a tailored approach to achieve success. That's why I have spent the past several months immersing myself in the world of Salesforce, earning certifications, completing career development programs, and gaining a wealth of knowledge and expertise that I am eager to bring to my clients.I am passionate about working with small businesses and have a deep understanding of the challenges and opportunities they face. I am committed to providing customized solutions, tailored to the specific needs and goals of each individual business. Whether it's through one-on-one training and support, or by identifying strategies for sales and profit maximization, I am dedicated to helping small businesses achieve success.I am always seeking new ways to connect with small business owners and share my knowledge and insights. Whether it's through my blog, YouTube videos, or community events, I am dedicated to making a positive impact in the world of small business sales. Thank you for your support and for following along on my journey. #SmallBusiness #Salesforce #BusinessDevelopment #ProfessionalDevelopment

As a residential sales specialist, I have honed my expertise in market research, business planning, and implementing sales strategies. I pride myself on building strong customer relationships and consistently delivering customer satisfaction. Through my continuous improvement mindset, I stay updated on industry trends and best practices to ensure efficiency and effectiveness in my processes.In addition to my sales background, I have been actively expanding my knowledge and skills in the Salesforce ecosystem. I have recently achieved the prestigious Salesforce Ranger status and am currently preparing for the Salesforce Admin certification. My studies and hands-on experience have given me a solid understanding of Salesforce configuration, setup, security, and automation.I strongly believe that setting SMART goals is essential for achieving success in my career. By setting specific, measurable, attainable, relevant, and time-bound goals, I am able to stay focused and motivated while making progress towards my objectives.I am excited to share my journey as a Salesforce Ranger and my approach to setting SMART goals to inspire others in their own career development. Whether you're just starting out in Salesforce or an experienced professional, setting SMART goals can help you stay on track and achieve your aspirations. #Salesforce #CareerDevelopment #SMARTGoals #SuccessMindset

As a residential sales specialist, my focus is on helping businesses and enterprises with business analysis and growth. I understand the importance of community support in professional development and have recently been part of a study group to further my knowledge and skills in the Salesforce ecosystem. Through this experience, I have learned the value of collaboration and seeking help when needed. I have also gained a better understanding of how to apply my knowledge to real-world situations by hearing about different industries and customer perspectives.Participating in a study group has also helped me to stay motivated and focused on my goals, even during challenging times. It's crucial to find a group that aligns with your learning style and supports you in your journey. I am grateful for the support and guidance of my study group and hope that my experience can inspire others to seek out similar opportunities for their professional growth. #Salesforce #ProfessionalDevelopment #CommunitySupport.

It has been an exciting and productive journey for me as I study for my Salesforce certifications. I am proud to announce that I have earned my Expeditioner rank on Trailhead and have successfully passed my Associate Salesforce exam. These accomplishments are a testament to my dedication and hard work, and I am excited to continue learning and growing as a Salesforce professional.In the past nine weeks, I have gained a strong foundation in Salesforce configuration and setup, as well as an understanding of security and automation. I have learned about creating custom objects and fields, building custom apps and workflows, and managing users and data. These skills are essential for anyone looking to improve their business processes and increase efficiency, and I am excited to bring my knowledge and expertise to my clients.I have also gained experience in other areas that are important for small business growth, such as market research, business planning, and sales strategy development. I am skilled at identifying opportunities for sales and profit maximization, and am committed to building strong customer relationships and ensuring customer satisfaction.As I continue to learn and grow, I am excited to share my experiences and insights with small businesses. Whether it's through one-on-one training and support, or by providing valuable recommendations and solutions, I am dedicated to helping small businesses thrive. Thank you for following along on my journey and supporting me as I strive to make a positive impact in the world.

Salesforce Admin

Exam Guide Overview
December 16, 2022 - Feburary 3, 2023

As a Salesforce professional, I am committed to staying up-to-date with the latest industry developments and trends. That's why I am excited to take the Trailhead Academy Course "Administer, Extend, and Automate Salesforce," which is being offered by Salesforce Military at the end of January. I believe that this expert-led course will not only help me prepare for the Salesforce Admin certification exam but also provide me with the skills and knowledge I need to help small and medium-sized businesses and enterprise clients optimize their use of Salesforce for their growth. To aid in my preparation for the course and exam, I have decided to write an overview of each Salesforce exam topic on my personal website every Friday until February 3rd.I understand that many professionals have busy schedules, but I hope that by sharing my journey and the different exam topics on my website, I can help others prepare for the Salesforce Admin Exam and become certified #awesomeadmins. I will do my best to keep the posts engaging and informative, and I welcome any feedback or questions from those who are following along.

This section covered a wide range of topics, including user management, security, data management, and platform customization. Through my studies and exam preparation, I have gained a deeper understanding of how Salesforce can be used to streamline business operations and improve overall efficiency.One of the key takeaways from this section was the importance of user management. I learned about creating and managing different user roles, as well as how to assign appropriate permissions and access levels to ensure data security. This knowledge is crucial for small businesses, as it allows them to control who has access to sensitive information and ensure compliance with industry regulations.Another important topic covered in this section was data management. I learned about creating custom objects, fields, and relationships, as well as how to import and export data. This knowledge is essential for small businesses, as it allows them to better track their operations, analyze data, and make informed decisions.I also gained a deeper understanding of platform customization, including creating custom apps and workflows, and customizing the user interface. This knowledge is beneficial for small businesses, as it allows them to tailor Salesforce to their specific needs and improve user adoption.Overall, the Configuration and Setup section of the Salesforce Admin Certification Exam provided me with valuable knowledge and skills that will be of great benefit to the businesses I work with. I am excited to use this knowledge to help small businesses improve their use of Salesforce and achieve their business objectives. #Salesforce #Certification #Configuration #Setup #SmallBusiness #BusinessGrowth

As a residential sales specialist, it is important to stay up-to-date with the latest tools and technologies in the industry. Salesforce is a widely used customer relationship management platform that can help businesses improve their sales, customer service, and overall operations. By understanding the various features and capabilities of Salesforce, I can better understand the needs and goals of the businesses I work with and provide them with valuable insights and recommendations on how they can improve their processes.Additionally, obtaining a Salesforce certification demonstrates my commitment to professional development and my ability to learn and adapt to new technologies. This can help me stand out in a competitive job market and provide me with the skills and knowledge necessary to excel in my career. Overall, understanding Salesforce and preparing for the Salesforce Admin Certification Exam can help me better serve the needs of my clients and enhance my professional growth.

As a residential sales specialist, I have found that understanding the marketing and lead management capabilities of Salesforce can be incredibly beneficial for my clients. By using the platform to create and manage campaigns, track the effectiveness of their marketing efforts, and capture and manage leads, my clients can better engage with their customers and drive growth for their businesses.In addition to helping my clients succeed, learning about these features has also been valuable for my own professional development. By earning my Salesforce Administrator certification, I am able to provide even more value to my clients as a trusted advisor and help them make data-driven decisions about their marketing strategy.As I continue to grow and learn, I am excited to bring my expertise in marketing and lead management to businesses and enterprises to help them thrive. Whether through one-on-one sessions or by creating custom plans, I am committed to helping the businesses I work with succeed and reach their goals.

As a residential sales specialist, learning about Salesforce Service and Support Applications has been extremely valuable in my professional development. These tools enable businesses to provide top-notch customer service and support, which is crucial in any industry, especially sales. By understanding how to manage customer interactions, track and resolve issues, and analyze customer feedback, I am better equipped to address the needs of my clients and their customers.In addition, mastering the Object Manager and Lightning App Builder has allowed me to create custom user interfaces and manage data in a more efficient and effective manner. This has allowed me to streamline my own sales processes and better serve the businesses I work with.

Marketing Cloud Email Specialist

Exam Guide Overview
December 26, 2022 - January 12, 2023

As a residential sales specialist, I understand the importance of staying up-to-date with industry trends and best practices. Earning my Salesforce Marketing Cloud Email Specialist certification will not only help me to further my own professional development, but it will also enable me to better serve my clients by providing them with expert guidance on email marketing strategies and tactics.By studying for this exam and gaining a thorough understanding of the Marketing Cloud Email application, I can improve my ability to create and deliver effective email campaigns for my clients, resulting in increased customer engagement and satisfaction. I am excited to embark on this learning journey and hope that by sharing my progress and experiences, I can provide value and inspiration to others who are also working towards this credential.

As a residential sales specialist, it is important to stay up-to-date on the latest marketing techniques and tools in order to effectively communicate with potential clients and customers. The Salesforce Marketing Cloud Email Specialist certification and the knowledge and skills gained from it can help me in my job by allowing me to create and deliver effective email campaigns that engage and convert my audience.By learning about segmenting my audience, optimizing subject lines, personalizing emails, and A/B testing, I can create targeted and personalized campaigns that will be more likely to resonant with my clients and ultimately help grow my business. The content creation, subscriber and data management, and delivery and analytics tools that I have learned about are also essential for creating successful email campaigns and can help me effectively manage my marketing efforts.

As a sales professional, understanding and mastering tools such as the Content Builder, Journey Builder, and Email Studio can greatly benefit you and your clients. These tools allow you to create and deliver effective email campaigns that can improve customer satisfaction and drive sales. In addition, they can help business owners reach their ideal audience and achieve their marketing goals, and can streamline the sales process and improve productivity for sales managers. By incorporating these tools into your marketing strategy and staying up-to-date on best practices, you can effectively communicate with your clients and their customers through email marketing and drive business growth.

Marketing automation is an essential part of any marketing strategy, as it allows businesses to reach their customers more efficiently and effectively. By automating tasks like email campaigns and data management, businesses can save time and resources, and better target their marketing efforts. This can be especially valuable for business owners and sales managers who have limited time and resources to devote to marketing efforts.Salesforce Marketing Cloud offers several tools and features that can help business owners and sales managers automate their marketing efforts, including Automation Studio and Journey Builder. These tools can help streamline marketing tasks, track the performance of campaigns, and make it easier to reach and engage with customers.

Salesforce Marketing Cloud provides a range of analytics and reporting tools that can help you track the effectiveness of your campaigns and identify areas for improvement. For example, you can use the Email Performance dashboard to view key metrics such as open and click-through rates, or use the Email Sends report to see how many emails were sent and how many were opened or bounced.In addition to built-in analytics, you can also use tools like Google Analytics to get a more comprehensive view of your campaign performance. This can help you track the behavior of your subscribers and see how they engage with your emails.Another important aspect of analyzing campaign performance is A/B testing, which allows you to compare the results of two different versions of an email to determine which performs better. This can be a powerful way to optimize your campaigns and improve their effectiveness.

Awards

About Me

As a dedicated professional with a diverse background spanning operations, sales, and IT, I bring valuable insights and expertise to any organization. Now a 3x Salesforce certified Product Owner, I excel in driving innovation and contributing to business growth in the technology sector.My experience volunteering with organizations such as the PTSD Foundation and Trauma Reboot demonstrates my strong commitment to making a difference in the lives of others. This passion for advocacy has honed my communication and leadership skills, making me an effective team player and a valuable asset in various work environments.In my roles, I have developed a deep appreciation for the significance of resilience, adaptability, and determination, which are crucial qualities for thriving in today's fast-paced and ever-changing professional landscape.As a dynamic and engaging speaker, I have a natural ability to establish connections with diverse audiences. This talent for communication, coupled with my expertise in technology and business, makes me an ideal candidate for roles that require strong interpersonal skills and a solid technical foundation.Currently, I serve as a subject matter expert and leader for HubSpot and other sales and marketing products. My role includes collaborating with the Product Manager, aligning tactical planning with overall direction and domain strategy, and managing cross-functional projects. I also facilitate testing, documentation, and training sessions for support teams while managing incident and enhancement requests.I am eager to collaborate with organizations that value innovation, growth, and the power of communication. Let's work together to achieve remarkable results and create lasting impact in your industry.