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:

• Created a "Middle of the Pipeline" tracking system that displays a clear overview of why deals are "stalled", deal drop-off rates, and more

• Condensed 18+ pipelines to 1 pipeline 

• Taught and onboarded the organization on how to properly track activity for optimal reporting

• Eliminated 90+ duplicate properties to reduce confusion 

• 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.