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Governance Systems

CRM Outreach Eligibility Reporting

Eliminated duplicate demo bookings and cross-team ownership disputes by building an enforceable outreach eligibility framework across four product lines. Combined Salesforce automation, decision workflow documentation, and published training materials.

Lead Ownership Workflow
Problem
No outreach eligibility process SDRs could self-assign leads indefinitely Cross-product teams conflicted on same accounts Duplicate demo bookings occurring No enforceable accountability framework
Solution
14-day lead ownership enforcement (Salesforce Flow) Opportunity guardrail decision tree Cross-product outreach logic Escalation layer for disputed accounts Published to Confluence + Canvas onboarding
Outcome
Duplicate demo bookings eliminated Reduced ownership disputes Standardized eligibility process Enforceable lead ownership boundaries
Decision Workflows
Account Qualification Workflow
Account Qualification Workflow
Opportunity Conflict Analysis
Opportunity Analysis Workflow
Lead Ownership Evaluation
Lead Ownership Workflow
How It Works
Account Evaluated
  • Customer Status Verified
  • Opportunity Presence Checked
  • Active Contact Protection Applied
  • Lead Ownership Verified (14-day expiration enforced)
  • Outreach Permitted or Escalated
Tools & Skills
Salesforce CRM Salesforce Flow Builder Confluence Canvas (LMS) Rules of Engagement Design Cross-Product Governance
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