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crm hubspot salesforce ai dashboards๐ Description
- Own the design and health of core sales dashboards to provide a "single source of truth".
- Analyze performance trends to identify pipeline gaps, bottlenecks, or anomalies.
- Translate high-level sales requirements into technical briefs and CRM logic for enhancements (e.g., automated territory management).
- Lead User Acceptance Testing (UAT) for system updates to align with sales workflows.
- Deploy AI features to automate manual tasks and improve lead prioritization.
- Serve as the Help Desk for the sales tech stack (Salesforce, HubSpot, ZoomInfo).
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