CRM & Workflow Automation
Salesforce automation that eliminated manual data entry and unified fragmented pipelines
01The Problem
A sales and operations team was struggling with disconnected data — leads came in from email, web forms, and referrals but required manual entry into Salesforce. Account data was frequently outdated. Follow-up tasks were missed because there was no automated scheduling. The team's CRM was more of a burden than a tool.
02The Solution
Designed and implemented a comprehensive Salesforce automation suite using Python, custom REST API integrations, and Salesforce Flow. Automated lead capture from all sources, built duplicate detection and data enrichment workflows, created automated follow-up sequences, and built Python scripts to generate weekly pipeline reports with AI-written summaries.
03What I Built
- ▸Multi-source lead capture automation (email, web forms, APIs)
- ▸Salesforce duplicate detection and data enrichment pipeline
- ▸Automated follow-up scheduling and task creation flows
- ▸Python scripts for weekly pipeline report generation
- ▸AI-written pipeline health summaries using GPT-4
- ▸Jira integration for tracking automation deployment tasks
04Business Value
The automation suite turned a neglected, inaccurate CRM into a reliable business intelligence tool. Sales team members recovered hours each week and had higher confidence in the data they used for customer conversations.
Measured Outcomes
- ✓Eliminated 15+ hours/week of manual Salesforce data entry
- ✓Lead response time reduced from 2 days to under 2 hours
- ✓CRM data accuracy improved from ~65% to 94%
- ✓Pipeline reporting automated from 3 hours/week to 10 minutes
- ✓Follow-up task compliance improved from 40% to 95%
Technology Stack
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