Client TBD · Agency / servicesÖrnek / placeholder

CRM architecture and cleanup

SalesforceLooker Studio

Context

Context TBD.

Problem

Problem TBD: e.g. duplicated records and no reliable pipeline view.

System built

Rebuilt pipelines, lifecycle stages, dedup and ownership rules plus a revenue dashboard.

Audit→Data model→Dedup→Routing→Dashboard

Flow diagram · Örnek / placeholder

Results

TBD

Files used