DIGITAL SALES TRANSFORMATION
Powered by Salesforce®

WE TRANSFORM SALES TEAMS.
WE DRIVE REVENUE GROWTH.

Sales Optimizer is a sales transformation and optimization consulting firm focused on increasing top line revenue by developing elite, high performance sales teams. Our core offerings include sales process design, user-adoption programs and sales methodology training supported by apps built on the Salesforce® Platform.

Nik Nikic - CEO & Firm Managing Partner

Nik NikicNik Nikic brings over 20 years of experience in helping clients maximize top line revenue. Nik’s expertise is focused in developing a “Sales Performance Optimization System” through a hybrid approach of integrating sales process, CRM tools and sales skills into one cohesive solution.

This is accomplished through sales process design, sales management development and strategic selling skills powered by CRM market leader salesforce.com® as the enabling technology to supercharge sales performance. This approach has helped Sales Optimizer make the Inc. Magazine fastest growing private companies list for the last two years.

Over the years Nik and his organization have worked with many global companies like United Technologies, Computer Sciences Corporation, Toshiba, Deloitte, RICOH, Tech Data, Progress Energy, Clear Channel, Siemens, Xerox, Gartner Group, EMC, Parametric Technology, SCT, Cambridge Technology, GE Capital, OCE/Imagistics, NICE Systems and many others.

Core Competencies

  • Sales Process Design
  • Management Development
  • Sales Methodology
  • Account Planning
  • Executive Selling
  • Salesforce® Design
  • Salesforce® Training

Experience

  • Sales Optimizer, LLC (Formerly Applied Concepts) – Managing Partner
  • Richardson Sales Training – EVP Sales & Methodology Program Development
  • Siebel Systems (Sales Performance Practice) – Sr. Partner
  • OnTarget, Inc. (The Sales Methodology Experts) – Sr. Partner
  • NEC Electronics, Inc. – IBM Global Account Manager
Lily Yip - Chief Operating Officer

Lily YipLily Yip is Sales Optimizer’s chief operating officer, responsible for leading the business operations globally, executing Sales Optimizer’s business strategy and ensuring operational excellence company-wide.

Lily joined Sales Optimizer in 2015. Developing her Salesforce skills was key in delivering Sales Optimizer’s applications, Account Optimizer and Opportunity Optimizer, to the AppExchange. With a proven success record in project management, she has made important contributions to ensure optimal delivery and success.

Lily brings over 15 years of IT experience, working directly on company-wide initiatives in ORACLE ERP implementations and e-Business web applications. Her thorough knowledge of program management for applications was supported by her ability to manage global technical teams to deliver successfully on multi-million dollar projects. Lily was responsible for managing the partner relationship with companies such as Ingram Micro, Tech Data and other channel partners through the Partner Portal, which produced 40% revenue of electronic deliverables.

Earlier in her career, she worked in a diverse range of industries such as health care, insurance and environmental science. In each industry, she introduced new processes and concepts to strengthen and to unify operational efficiency.

She holds a masters in business administration and a bachelor degree in chemistry.

Core Competencies

  • Salesforce.com® ADM-201
  • Operational Strategy
  • Application Development
  • Program Management
  • Project Management

Experience

  • Sales Optimizer – VP, Application Development
  • Symantec – Manager, Information Technology
  • United Healthcare – Programmer, Decision Support Systems
  • VOC Laboratories – System Administrator, IT
  • Savannah Laboratories – Manager, Inorganic Chemistry Department
Mike Lorusso – Partner & Managing Director Northeast

Mike LorussoMichael Lorusso is an accomplished senior level Sales and Marketing executive with a demonstrated 20 year track record of success in marketing, direct sales, securing strategic alliances and management of multi-million dollar information technology projects for Fortune 1000 clients.

Beginning his career in development and delivery of business applications, his comprehensive knowledge of system development and project management methodologies allow him to excel in building industry best practices, growing and maintaining client relationships, understanding complex business process and capturing business development opportunities.

Leveraging his more than 18 years in the Information Technology (IT) sector, he is currently a principal with Sales Optimizer as a senior consultant and master trainer in the advanced selling programs as well as advanced SalesForce.com® certifications. Responsibilities included developing, prototyping and deploying the next generation sales and deal-development capabilities that leverage the Optimizer curriculum and SaaS technology.

Prior to joining Sales Optimizer, he has held a wide range of Sales, Marketing and Management positions in the IT sector, including Major Account Sales Vice President, with overall responsibility for developing teams and growing business in the tri-state market place. He is also a seasoned Program and Project Manager, leading the delivery of several multi-million dollar opportunities for Fortune 1000 companies.

Core Competencies

  • Management Development
  • Sales Coaching Mastery
  • Sales Optimizer programs
  • Sales Methodology
  • Account Planning
  • Executive Selling
  • Salesforce® Admin & Consultant
  • Salesforce® Training

Experience

  • Sales Optimizer, LLC – Partner
  • Keane, Inc. – Director, Strategic Service Business Development
  • AGS/NYNEX Consulting Group – Sr. VP, Major Accounts
Tim Drysdale – Managing Partner, EMEA

Tim DrysdaleTim’s career from day one has involved a responsibility for revenue growth. Initially with 2 decades in the technology sector Tim’s successful sales career led to Managing Director, Sales Director, SVP and Managing Partner positions in small and large, brand name and start up organizations.

Having consistently developed highly productive sales teams, Tim has taken his 20 years practical experience and applied it to his role of coach/facilitator over the last 10 years. Specializing in leadership and coaching within sales organizations, Tim has not only delivered most of the market leading methodologies but has been a contributor to workshop design with many.

Tim’s keen interest in leadership, coaching and mindset techniques are apparent in his style of engagement and delivery. Over the years Tim has worked with many global companies to increase the efficiency of their sale organizations including BT, Xerox, Microsoft, Oracle, Nortel, Vodafone, Reuters, Tandberg, Mobistar, 3M, HP, Alfresco, Expierian, GL Industrial Services, Stepstone, Temenos, OpenLink, Autodesk, Global Crossing/Level 3, Claritas, Symantec, Alcatel Lucent, Intralinks, Torex, Definiens, Du & Ricoh.

Core Competencies

  • Sales Performance Optimization/li>
  • Sales Coaching Mastery
  • Sales Optimizer programs
  • Sales Methodology
  • Account Planning
  • Executive Selling
  • Salesforce® Admin & Consultant
  • Salesforce® Training

Experience

  • Sales Optimizer, LLC – Managing Director – EMEA
  • The TAS Group (Sales Methodology) Lead Consultant
  • SI Group – (Mindset, Motivation and Coaching) – Managing Director
  • Siebel Systems (Sales Performance Practice) – Managing Partner
  • OnTarget, Inc. (The Sales Methodology Experts) – Sr. Partner
  • Systems Union Ltd. (Application Software)– Global Sales Director
John Sisson – SVP, Sales

Tim DrysdaleAs a former founder and co-owner of one of the first 100 implementation partners in the
Salesforce.com eco-system, John Sisson brings to Sales Optimizer, and our customers, a deep
understanding of the full Salesforce.com technology platform, including SalesCloud, ServiceCloud,
Force.com, Partner and Customer Communities, CPQ and Einstein, along with how to implement
those to drive impact. He has been involved in over 1400 implementations for organizations that
ranged from startups to the Fortune 100 within 14 different verticals.

John has more than 20 years of experience helping customers to develop, implement and execute
pre- and post-sales strategies married with technology to help them to grow top line revenue,
profitability, efficiency and customer retention. In fact, John holds a deep passion for helping
customers to drive adoption and business impact by leveraging his experience and best practices in
go-to-market strategy, sales processes, and CRM.

Core Competencies

  • Sales Management
  • Sales Methodology
  • Business and Partner Development
  • Business Process and Re-engineering
  • Executive Selling
  • CRM Implementation and Integration Strategy
  • Professional Service Management
  • Salesforce

Experience

  • Rainmaker Associates, LLC – Managing Partner
  • Edgemark Systems – Senior Account Manager
  • CSG Inc – Senior Account Manager
  • Sales University – Account Manager
Ryan Finn – VP of Apps

Charlotte BerganRyan oversees product management of Sales Optimizer’s diverse portfolio of Account and Sales Planning apps for Salesforce: Account Optimizer (AO), Sales Process Optimizer (SPO), Opportunity Optimizer (OO) and Performance Management Optimizer (PMO).

He has been a part of the Sales Optimizer team since 2013 bringing an experienced background in digital media which has played a critical role in product development. As Co-Vice President of Apps, Ryan oversees Sales Optimizer’s products from initial design and development to release as well as working directly with clients to configure apps to meet specific business needs.

Earlier responsibilities include supporting Salesforce implementations for 3 divisions of United Technologies, overseeing 100+ user rollout of PMO & SPO for Netsmart Technologies and assisting with 1on1 Salesforce Coaching for various clients such as CSC and United Airlines.

Core Competencies

  • UI Design & Documentation
  • Project Management
  • Salesforce Administration

Salesforce Knowledge

  • Salesforce Certified Administrator
  • Salesforce Certified Advanced Administrator
  • Salesforce Certified Platform App Builder
  • Salesforce Certified Sales Cloud Consultant
  • Salesforce Certified Service Cloud Consultant