| Expired Lead Follow-Up Automation |
Turned silent lead expiration events into a weekly re-engagement digest for every rep |
CRM & Automation |
| Account Ownership & Cross-Sell Rules |
Eliminated duplicate outreach across shared institutional accounts |
Governance |
| Sales Performance Documentation Framework |
Standardized performance intervention process with objective thresholds |
Governance |
| 9,000-Account CRM Cleanup & Enrichment |
Restored segmentation accuracy across ~9,000 Salesforce accounts |
Data Infrastructure |
| SDR Prospecting Data Lookup Tool |
Reduced enrollment lookup time from ~30 seconds to ~3 seconds |
Data Infrastructure |