Sales Ops Cloud
Contacts Daniel Im
003Dn00000REVOPS
Daniel Im
Location
San Jose, CA
Education
B.S. Economics, UC Davis
CRM & Automation
  • Salesforce Flow Builder
  • Record-Triggered Flows
  • Scheduled Flows
  • Custom Objects
  • CRM Governance
  • Salesforce Reports & Dashboards
Data & Reporting
  • Google Sheets
  • Apps Script
  • Data Enrichment
  • Segmentation
Sales Operations
  • GTM Process Design
  • Rules of Engagement
  • Pipeline Management
  • ICP Targeting
  • Account Routing
Project Impact Category
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