Suvra Shankha Dutta

Suvra Shankha Dutta

Tracy, California, United States
1K followers 500+ connections

About

As a Director of Product Management, I specialize in scaling Quote-to-Cash (Q2C)…

Articles by Suvra Shankha

Activity

Join now to see all activity

Experience

  • Salesforce Graphic

    Salesforce

    San Francisco Bay Area

  • -

    San Francisco, California, United States

  • -

    Palo Alto, CA, USA

  • -

    United States

  • -

    Bengaluru, Karnataka, India

Education

Licenses & Certifications

Join now to see all certifications

Projects

  • Implementation and Management of Salesforce.com Partner Portal for a Leading Organization in the Entertainment Industry

    Implemented Salesforce.com Partner Portal and Force.com platform through which customer's partners will be able collaborate to create, update and manage Digital Media Promotions. This application, the first of its kinds in the Entertainment Industry, will not only allow collaboration for all the major industry players but also would give in depth insight into the industry trends.

    Other creators
  • Enterprise level implementation of Salesforce.com Sales and Service Cloud for a major Energy Industry player

    The client organization acquired another energy company and as an enterprise level CRM consolidation process client was moving from Saleslogix to Salesforce.com as the end state CRM system. Implemented Salesforce.com Sales & Service Cloud for the US and Canada Sales Team and Customer Support team.

    Other creators
  • Salesforce.com Application Service & Support for a Healthcare Organization

    The objective was to provide Salesforce.com application service and support to client’s all the markets globally to facilitate faster issue resolution, enhanced time to market and increased customer satisfaction.

  • Implementation of Salesforce.com Case module for a major Financial Organization

    The objective was to provide a ticketing / case management solution based on force.com platform to facilitate enhanced collaboration and data integrity. The application leveraged Salesforce.com Case Management functionality to enhance data quality for the existing ticketing functionality.

  • Implementation of API based integration of Configure Price Quote (CPQ) application with Bswift third party health insurance plan enrollment application

    -

    1. Client, a Health Insurance major, wanted to integrate their Salesforce Configure-Price-Quote (CPQ) solution with Bswift, a third party health insurance plan enrollment application, for the middle market customer segment.
    2. The API based integration between the CPQ and Bswift application would enable the client to allow their customer organizations to enroll health plans/policies through the Bswift enrollment platform during New Business (First time) plan setup as well as to switch…

    1. Client, a Health Insurance major, wanted to integrate their Salesforce Configure-Price-Quote (CPQ) solution with Bswift, a third party health insurance plan enrollment application, for the middle market customer segment.
    2. The API based integration between the CPQ and Bswift application would enable the client to allow their customer organizations to enroll health plans/policies through the Bswift enrollment platform during New Business (First time) plan setup as well as to switch existing plan enrollment platform at the time of plan renewals during open enrollment.

  • Implementation of Insurance Renewals and Revisions functionality through custom Configure Price Quote (CPQ) solution for health insurance major

    -

    Implementation of custom Configure-Price-Quote (CPQ) solution on Force.com platform to transform the Middle Market sales workflow by automating the insurance product plan configuration, pricing, quoting and document drafting functionalities. The solution is highly integrated with product rules engine, rating application, billing system and customer book of record as the associated up and downstream applications. The business requirement is to deploy this fully automated solution/application for…

    Implementation of custom Configure-Price-Quote (CPQ) solution on Force.com platform to transform the Middle Market sales workflow by automating the insurance product plan configuration, pricing, quoting and document drafting functionalities. The solution is highly integrated with product rules engine, rating application, billing system and customer book of record as the associated up and downstream applications. The business requirement is to deploy this fully automated solution/application for the renewal and off-cycle revision of the already sold customer plans and also perform a standalone revision of the plans, an initiative which was attempted multiple times in the past but never accomplished in the last 15 years.

    Other creators
  • Implementation of custom Configure Price Quote (CPQ) solution using Salesforce.com for a Health Insurance major

    -

    The client, a Health Insurance major, is in the process of implementing Configure- Price-Quote (CPQ) solution for their customers. The objective of this Enterprise level project was to implement Insurance Product, Networks and Insurance Plan configuration rules using Salesforce.com, integrate with external systems for Pricing and also generate Quotation and various other plan related/regulatory documents. The Client has Agile implementation process in place and functionality development is done…

    The client, a Health Insurance major, is in the process of implementing Configure- Price-Quote (CPQ) solution for their customers. The objective of this Enterprise level project was to implement Insurance Product, Networks and Insurance Plan configuration rules using Salesforce.com, integrate with external systems for Pricing and also generate Quotation and various other plan related/regulatory documents. The Client has Agile implementation process in place and functionality development is done over multiple sprints.

    Other creators
  • Migration from Oracle On Demand to Salesforce Sales Cloud and Siebel CRM for a major US bank

    -

    The client bank, a major bank of mid west, acquired another bank from east coast US in a highly publicized acquisition. We were tasked with the transition from CRM OD to Siebel (for retail / middle market customers) and Salesforce.com (for commercial customers). Worked on process gap analysis between the source and the end state CRM systems, field level data mapping between source and destination, requirements gathering, functional design of additional processes, functional validation, UAT…

    The client bank, a major bank of mid west, acquired another bank from east coast US in a highly publicized acquisition. We were tasked with the transition from CRM OD to Siebel (for retail / middle market customers) and Salesforce.com (for commercial customers). Worked on process gap analysis between the source and the end state CRM systems, field level data mapping between source and destination, requirements gathering, functional design of additional processes, functional validation, UAT support, defect triage and fixing configuration defects.

  • CFA Institute Research Challenge

    -

    Sell Side Equity Research on Coromandel International Ltd. (CIL)
    Prepared robust valuation model giving intrinsic value of CIL
    Wrote 10 page sell side research report on CIL
    Presented our research idea to esteemed judges like Mr. Sunil Singhania, Mr. Ramesh Dhamani etc. with very high reputation & experience in industry.
    Won the Challenge at South Zone level beating prestigious institutions like IIM B, IIM Kozikode, ISB Hyd etc.
    Won one month license of Bloomberg terminal worth…

    Sell Side Equity Research on Coromandel International Ltd. (CIL)
    Prepared robust valuation model giving intrinsic value of CIL
    Wrote 10 page sell side research report on CIL
    Presented our research idea to esteemed judges like Mr. Sunil Singhania, Mr. Ramesh Dhamani etc. with very high reputation & experience in industry.
    Won the Challenge at South Zone level beating prestigious institutions like IIM B, IIM Kozikode, ISB Hyd etc.
    Won one month license of Bloomberg terminal worth Rs. 2 lakhs and made full use of it at National Level Challenge
    Represented IFMR at National Level Challenge of CIRC at Bloomberg Towers

    Other creators

Languages

  • English

    Full professional proficiency

Recommendations received

4 people have recommended Suvra Shankha

Join now to view

More activity by Suvra Shankha

View Suvra Shankha’s full profile

  • See who you know in common
  • Get introduced
  • Contact Suvra Shankha directly
Join to view full profile

Other similar profiles

Explore collaborative articles

We’re unlocking community knowledge in a new way. Experts add insights directly into each article, started with the help of AI.

Explore More

Others named Suvra Shankha Dutta

Add new skills with these courses