Challenge:

TeraGo’s sales teams relied on outdated tools — an old version of Microsoft Dynamics, manual Excel-based forecasts, and no lead management system. Forecasts were slow, inaccurate, and difficult to trust. Sales processes lacked structure, customer data was unreliable, and reporting was time-consuming and inconsistent.

What I led:

As Director of Strategic Initiatives, I led the company-wide Salesforce CRM transformation. I oversaw platform selection, managed implementation across departments, and redesigned the entire lead-to-order process — all while aligning stakeholders from Sales, Marketing, Operations, and Finance.

What I delivered:

• Selected Salesforce Cloud + Pardot based on executive and departmental requirements

• Piloted and delivered a $500K CRM implementation across 100+ users

• Redesigned sales process from lead intake to order fulfillment

• Built forecasting, pipeline, and performance dashboards for teams and executives

• Implemented a JIRA-based support workflow for continuous CRM improvements and user requests

• Established ongoing data management protocols to support better customer insights

Business Results:

✅ 3× increase in lead conversion

✅ Forecast accuracy improved from 50% to 85%

✅ Leads processed within 5 minutes via automated routing

✅ Stronger pipeline visibility and better sales management

✅ Higher employee morale through better tools and support