Custom-Built CRM Sales Prospecting System
A custom-built CRM prospecting system that lists Client Development Cards with click-to-call and ties into the Sales Event Calendar — leadership plans sales and resets prospects to keep the list fresh.
A custom-built CRM prospecting system that lists Client Development Cards with click-to-call and ties into the Sales Event Calendar — leadership plans sales and resets prospects to keep the list fresh.
Developed a centralized campaign engine that triggers call workflows based on leadership-defined events. Enabled sales reps to participate in targeted outreach with automated reporting. Improved campaign coordination and accountability.
Developed a multi-department Call Board that unified call statistics across sales, service, customer care, and other teams. Added real-time talk-time tracking, call counts, and performance indicators to provide leadership with cross-department operational visibility.