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:

  • 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

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