CRM Optimization & Data Integrity Program

⭐ Description

Restructured Dynamics 365 CRM by standardizing customer records, cleaning legacy data, and implementing structured segmentation across product categories, customer types, and regions. Built CRM dashboards that visualized lead flow, funnel stages, touchpoints, and account status—enabling faster decision-making for both marketing and sales.

Improved team accountability by introducing task-tagging standards, follow-up workflows, and visibility rules, ensuring every interaction was tracked, assigned, and completed on time. Integrated HubSpot with Dynamics to streamline lead routing, enrich records, and strengthen segmentation accuracy—resulting in faster, more relevant outreach.

Launched a CRM-led operational project requiring all new leads to be uploaded within 24 hours, with mandatory follow-ups tracked inside Dynamics. This significantly improved response time, lead quality, and conversion readiness across the funnel.

Became CRM certified during this period, strengthening my ability to lead data integrity, workflow optimization, and CRM adoption across teams.

⭐ Strategic Impact

✨ Improved CRM usability, accuracy, and consistency for India and global clusters.

✨ Strengthened segmentation logic, making campaigns and outreach more targeted and personalized.

✨ Enhanced reporting accuracy through dashboards and standardized touchpoint tracking.

✨ HubSpot–Dynamics integration created a unified lead flow with richer data and faster follow-up.

✨ Reduced duplicate records, improved sales handoff, and enabled lifecycle visibility.

✨ Instituted a 24-hour lead upload and response SLA, improving conversion efficiency and sales readiness.

✨ Increased team accountability through structured task tagging and CRM-based workflow management.

✨ Built a scalable CRM foundation that strengthened GTM planning, nurturing journeys, and analytics.