Sales Operations
Pipeline Visibility & CRM Overhead
Sales reps were spending 25-30% of their time on CRM data entry and manual reporting. Pipeline visibility lagged 48 hours behind reality, making forecasting unreliable and causing deals to slip through the cracks.
Built a Salesforce-to-Slack integration with automatic deal stage alerts and AI-powered contact enrichment. Implemented real-time pipeline dashboards that pull directly from Salesforce, eliminating manual reporting.
- 8 hours saved per rep per week
- $2.1M pipeline velocity increase in Q1
- Pipeline visibility reduced from 48 hours to real-time
- Deal stage updates automated across 12 notification channels