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← operations circ energy · 2022-23

salesforce crm implementation.

a ground-up crm build for a growing sustainability-focused company - from data migration to a trained, confident team.

salesforce admindata migrationworkflowstraining
the goal

objective

Implement Salesforce CRM from the ground up, enabling efficient customer relationship management, sales tracking, and operational automation for a growing sustainability-focused company.

+15% conversion rate after implementation
my part

what i did

  • ✺End-to-end deployment - led the full rollout - data migration, system configuration, and integration with other platforms.
  • ✺Workflows & dashboards - designed custom workflows, dashboards and reporting tools, ensuring data-driven decision-making.
  • ✺Roles & automation - established user roles, permissions and automation rules, streamlining internal processes.
  • ✺Training & support - trained and supported employees, ensuring smooth adoption and effective use of the platform.
the result

outcomes

  • →Optimized sales and operations, reducing manual effort and improving data accuracy.
  • →Increased team efficiency through automated workflows and streamlined customer interactions.
  • →Enhanced reporting and analytics for better strategic planning and forecasting.
← all operations projects or the creative side