Built and restructured the sales pipeline for both Account Management and New Customer teams.
The work included defining out-of-the-box stages, stage gates, probability settings, and stage-transition automation. In parallel, Forecasting, Einstein Activity Capture, Einstein Conversation Insights, and Email Insights were enabled across the GTM org to give Sales and RevOps leadership live pipeline visibility, activity intelligence, and customer engagement insights.
The result gave 650+ users live pipeline visibility and a more structured, measurable GTM operating model — reducing deal lifecycle time by 6%.