Selected Work
DealHub CPQ for Complex B2B SaaS Sales
How complex products, pricing, approvals, subscriptions and quoting workflows were translated into structured DealHub and HubSpot implementations.
CPQ · DealHub · HubSpot · Quote-to-Cash · B2B SaaS
Unifying CRM and Sales Operations Across Four Insurance Channels
How four fragmented insurance sales channels were brought onto a shared CRM and sales-operations foundation with standardized lifecycle workflows, permissions and commercial processes.
CRM Strategy · Sales Operations · Lifecycle Design · Governance · Insurance
Governing a Connected Revenue Stack and 50,000+ CRM Records
How Salesforce and connected revenue systems were governed as one operating ecosystem while improving data quality across more than 50,000 CRM records.
Salesforce · Data Governance · CRM Operations · Integrations · Reporting