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KCadogan
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Member since ‎Oct 18, 2022
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  • Replies
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  • Upvotes Given
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  • Upvotes Received
    14
  • Ideas
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Kelly Cadogan

With over 18 years of extensive experience in sales, revenue management, and business operations, I have navigated diverse roles with a focus on enhancing operational efficiency and customer relationship management. During my first decade, I proudly oversaw end-to-end sales processes and best practices at a private media-tech company. This included implementing effective methods, managing sales pipelines, overseeing product builds, and handling logistics such as domestic and international shipping, invoicing, and collections. In 2010, I embraced the world of customer relationship management systems, recognizing their potential to streamline operations by consolidating vendor purchase orders, customer cases, opportunities, and quotes into a unified platform. This initiative significantly improved reporting accuracy and operational transparency, providing real-time updates to leadership. Following the acquisition of my former company by a global technology and communications leader, I transitioned into the role of Mergers & Acquisitions CRM Solutions Manager within the sales operations team. Here, I leveraged my deep understanding of sales processes and CRM administration to support seamless transitions and optimize operations across multiple mergers and acquisitions. Collaborating closely with users and leaders, I identified pain points, developed custom reports, and implemented dynamic dashboards, working alongside skilled developers to tailor solutions that improved operational efficiency and user experience. Throughout this journey, I have gained proficiency in managing various tools and leading integrations. Over the past two years, I have had the privilege of expanding my expertise as a Super Admin managing HubSpot CRM/User Administration, supporting the company through three additional acquisitions/mergers. Certified by HubSpot Academy in Revenue Operations, Sales Software, Inbound, and Service Hub Software. I have applied agile methodologies to gather requirements, analyze processes, and implement tailored solutions including custom views, permissions, sections, and workflows. I have conducted user acceptance testing, delivered comprehensive training decks and demos, and monitored objectives through ticket systems, ensuring continuous improvement and alignment with organizational goals. I am ever impressed with the product team of HubSpot and look forward to each and every update with a new release that improves my ability to improve. Beyond my technical skills, I am a process-driven problem solver and Certified ScrumMaster committed to fostering collaboration and achieving impactful results. Recognized as Verizon's 2020 Working Mother of the Year, I bring dedication and leadership to every project, driving success through innovation and teamwork. Other passions include homesteading on our 50 acres with a growing veggie garden, a variety of fruit trees, berries and grape vines, alongside my amazing husband (who is 2 years in remission of stage 4 lung cancer), our two Idaho Pasture Pigs, Homer and Marge, and our very lovable Bernedoodle, Luna. I enjoy traveling to new places with my favorite form of travel being via motorcycle. I love taking time to honor my need for personal creativity, making many things from t-shirts to costumes to models for my husband's train set using my Cricut or 3D printer. I love all things Westeros and have ingested all of the A Song of Ice and Fire novels and novellas (George R.R. Martin) and love going to Comic-Cons to continue building my collectables of related swords, and figures alike. Feel free to say hello as I'm sure we can find something in common to talk about. :)

Activity

Participant
July 22, 2024
Product team is amazing here. Idea submitted. That's a great workaround - thank you so much for that.
KCadogan on July 22, 2024
Can it be made possible for users to be able to search a merged record ID via the search bar? Background: New Account managers may be provided a list from external sources (i.e., billing exports or predecessor's excel sheets) with outdated Reco read more
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KCadogan on July 22, 2024
Can it be made possible for users to be able to search a merged record ID via the search bar? Background: New Account managers may be provided a list from external sources (i.e., billing exports or predecessor's excel sheets) with outdated Reco read more
0 upvote
2 Replies
Participant
April 21, 2024
I hope there is a solve for this soon. Less than 50 of our enterprise users should be visible on the forecast and though most of the others will neve...read more
Participant
December 13, 2023
I actually just spoke to my HubSpot CSM about this today. Having to add contacts or companies by association to a Deal (or a deal and contact to a...read more
Participant
November 17, 2023
Also, you mentioned another pain point with your use-case - the fact that if I want to see a CRM object list view and filter by the creator I need to...read more
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