SALES & MARKETING ANALYTICS DASHBOARD, ELASTIC PATH SOFTWARE​

 

The Product: An enterprise e-commerce company reported on sales data and metrics by manually compiling reports and exports in Excel. Sales and executive leadership desired an automated reporting solution.

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My Role: Sales & Marketing Coordinator (Co-op), managed and configured Salesforce CRM to generate accurate reporting.

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Product Management Activities:

• Current state sales pipeline analysis, user pain analysis, user journey mapping

• Rapid prototype development of report features and configuration in Salesforce

• Gathered user feedback for feature development and roadmap

• Integration with Marketo marketing automation toolset

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Impact:

• Insights derived from reporting tool provided next best actions for sales development and lead generation activities

• As a direct result of improved sales insights, strategic sales and marketing decisions resulted in continued year-over-year revenue and customer growth

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