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Sales Operations
Starting & Leading Reporting Infrastructure

Background
Data storage and overall CRM health was serving as an inhibitor to the organization*
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What did I do?
I led the organization's initiative to cleaning the CRM, producing the following results:
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Created a "Middle of the Pipeline" tracking system that displays a clear overview of why deals are "stalled", deal drop-off rates, and more
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Condensed 18+ pipelines to 1 pipeline
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Taught and onboarded the organization on how to properly track activity for optimal reporting
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Eliminated 90+ duplicate properties to reduce confusion
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Created 3 dashboards with new reporting/tracking systems that helped identify sales trends
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*Organization's name not listed for confidentiality purposes.
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