

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.
My Role: Sales & Marketing Coordinator (Co-op), managed and configured Salesforce CRM to generate accurate reporting.
Product Management Activities:
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Current state sales pipeline analysis, user pain analysis, user journey mapping
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Rapid prototype development of report features and configuration in Salesforce
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Gathered user feedback for feature development and roadmap
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Integration with Marketo marketing automation toolset
Impact:
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Insights derived from reporting tool provided next best actions for sales development and lead generation activities
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As a direct result of improved sales insights, strategic sales and marketing decisions resulted in continued year-over-year revenue and customer growth