I help businesses organize CRM activity and sales tracking so teams can follow pipeline progress and outstanding actions.

Support available

Review and organize activity and sales tracking workflows.

Coordinate client communications and CRM follow-up activities.

Define KPIs and dashboards for performance visibility.

Support user acceptance testing of Salesforce-based CRM systems.

Relevant experience At Livlyte, I reorganized the Salesforce CRM pipeline into Activity Track and Sales Track workflows and defined KPIs and dashboards for performance monitoring. At Sutherland Global Services on the AT&T account, I performed user acceptance testing on Salesforce-based CRM systems. I also used Salesforce in back-office work for Blizzard Entertainment.

How we start Share your current workflow, the information you need to track, and the problems you want addressed. We will agree on the scope, access, deliverables, schedule, and pricing before work begins.