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Data Infrastructure
Account Data Lookup Tool
Reduced institutional enrollment lookup time from ~30 seconds to ~3 seconds by embedding FTE data directly into the SDR workflow. Initially in the Google Sheets demo rotation tracker, then as a search component on the Salesforce Lead page.
Problem
Constant tool switching for FTE data
Slow institutional size research
No consistent account size signals
Repeated manual effort every session
Solution
Embedded FTE lookup dataset
v1 built into Google Sheets demo tracker
v2 search component on Salesforce Lead page
Standardized output format
Outcome
30s → 3s lookup time
Consistent account prioritization
No more manual research
No CRM context switching
How It Works
Institution Search
- FTE Dataset Queried
- Result Returned (size range + segment classification)
- SDR Uses Size Signal for Targeting Decision
Tools & Skills
Google Sheets
Salesforce CRM
Apps Script
Workflow Embedding
Data Lookup Design