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
Reframing a CRM Selection into an Executive Operating Decision
How a CRM platform debate was reframed around adoption, integration, management participation and the operating conditions required for successful implementation.
Executive Decision Support · CRM Strategy · Operating Model · Change Management
Evaluating AI Readiness Through a Salesforce Einstein Trial
How a six-month sales AI trial produced useful signals but revealed that strong data structure alone was not enough without sufficient history and comparable context across territories.
AI Readiness · Salesforce Einstein · Sales Intelligence · Pipeline Quality · Change Readiness
Creating a Regional Revenue Operating Model Across Disconnected Sales Systems
How disconnected sales systems were turned into a more coherent regional operating model through shared reporting, clearer ownership, faster decisions and practical sales enablement.
Revenue Operating Models · Data Ownership · Reporting · Decision Rights · Sales Enablement