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CASE STUDIES

The work behind
the approach.

A closer look at my contributions to Salesforce implementation, forecasting and account coverage during my employment roles.

Images are illustrative.

01 · SALESFORCE IMPLEMENTATION

Setting up Sales Cloud
and Experience Cloud

My role: Salesforce Administrator
Part of IBM’s implementation team

Sales CloudExperience Cloud

The brief

Support the setup of Salesforce Sales Cloud and Experience Cloud for sales processes and partner-facing workflows.

My contribution

I worked as one of IBM’s Salesforce Administrators across Sales Cloud and Experience Cloud, configuring objects, fields and permissions; building flows; importing data; testing functionality; and supporting user training.

What was delivered

Sales Cloud and Experience Cloud configuration, automations, data imports, testing and user enablement as part of a wider implementation programme.

02 · FORECASTING & REPORTING

Making the forecast
easier to explain

My role: Sales Operations Manager
International sales organisation

Forecast modellingPipeline analysis

The brief

Bring historical sales performance, open pipeline and management inputs into a consistent view for forecast discussions.

My contribution

I developed forecast views using historical win rates and manager inputs, tracked slippage and weekly changes, and prepared reporting for sales leaders.

What was delivered

A forecast model and recurring leadership reporting that brought projections, assumptions and week-to-week movements into one discussion.

03 · ACCOUNT COVERAGE

Connecting account
coverage and pipeline

My role: Sales Operations Manager
International sales organisation

CRM AnalyticsTerritory planning

The brief

Help sales leaders review account ownership, existing revenue and opportunity coverage together.

My contribution

I built a CRM Analytics dashboard combining account ownership, territory, recurring revenue, won business and open opportunities, with filters and account-level detail.

What was delivered

An interactive coverage dashboard designed to highlight accounts without open pipeline and support account-prioritisation conversations.

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