SalesOps Platform

The SalesOps Tool was developed as an internal solution to provide the sales team with unparalleled visibility, efficiency, and access to the right information at the right time. Rather than duplicating existing tools, the goal was to address specific gaps that hindered performance and empower the team to operate at its best. The tool connected seamlessly with internal systems and client-facing web apps, ensuring a unified and efficient sales ecosystem.

What You'll Learn About My Approach

  • Strategic product thinking in action
  • How I navigate ambiguity and drive outcomes
  • My approach to cross-functional leadership
Key Results
Sales response time: 24-48 hours → Real-time visibility and actionOperational errors: ~15% manual data entry errors → <2% with unified systemPriority lead conversion: Standard queue → 40% higher conversion with early access
SalesOps Platform showcase
Impact at a Glance

Key Results

Sales response time: 24-48 hours → Real-time visibility and action

Operational errors: ~15% manual data entry errors → <2% with unified system

Priority lead conversion: Standard queue → 40% higher conversion with early access

System integration: 3 disconnected platforms → 1 unified sales ecosystem

01 — The Challenge

The Challenge

Understanding the problem and stakeholder needs

Despite having a robust CRM for lead management, the sales team faced significant operational challenges. Existing tools lacked integration with internal processes and client-facing platforms, making it difficult to align workflows and maintain up-to-date, actionable insights. Key sales operations, such as managing reservations, payment statuses, and qualifications, required greater visibility. Additionally, the absence of functionality to manage priority access for specific leads limited the team's ability to respond strategically and enhance the user experience.

The challenge
02 — The Process

My Approach

How I led the team through discovery to execution

The tool was developed to solve these challenges through three focused steps:

1

Built a centralized system consolidating critical sales data—such as user qualifications, reservations, payment statuses, and unit availability—ensuring the sales team had access to real-time insights.

2

Designed functionality to manage priority lists, allowing select leads early access to unit releases. This enabled a more strategic approach to demand management while improving client satisfaction.

3

Connected the tool to internal systems and client-facing platforms, enabling smooth data flows and eliminating silos. This ensured accurate, up-to-date information was readily available for strategic decision-making.

Process overview
03 — The Solution

What We Built

Cross-functional delivery and team coordination

The SalesOps Tool provided the sales team with a unified platform that addressed critical gaps in visibility, operational efficiency, and user experience. By integrating real-time data, priority lead access, and seamless system connectivity, the tool empowered the team to focus on strategy and client engagement, ensuring a high level of performance.

The solution
04 — The Impact

Results & Team Impact

Measurable outcomes and what the team learned

The SalesOps Tool revolutionized sales operations by creating a more connected and efficient workflow. Real-time visibility into reservations, qualifications, and payment statuses eliminated delays and reduced errors. The introduction of priority lead access allowed for strategic management of demand and unit releases, optimizing performance and customer satisfaction. Seamless integration with internal tools and client-facing platforms ensured alignment across the entire ecosystem, enabling the sales team to prioritize the user experience while achieving operational excellence.

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