CRM Automation Overhaul
Automated lead routing and reporting across the CRM.
AutomationData AnalysisOperations
Problem
Leads were manually routed and reported on, causing delays and inconsistent follow-up.
What I built
Automated routing rules and a reporting layer that updates without manual intervention.
My contribution
Designed the routing logic and built the automation end to end.
Process
Mapped routing rules
Codified the informal rules reps were applying inconsistently.
Automated and monitored
Shipped the automation with a monitoring layer to catch misroutes.
Outcome
Removed roughly 6 hours a week of manual lead routing and reporting work.