Evidence Performed by Jennifer Moffeit-Vacher
- NameCRM Workflow & Process Visualization
- Description
Measured Results Marketing's largest client required deep structural clarity into its cross-platform automation tracks and internal project lifecycles to enable rigorous corporate auditing and eliminate system bottlenecks. This was not something that was currently offered as a service, but was a necessity for keeping the client.
In response, I took the high-complexity operational workflows and sales pipelines, systematically audited and visually mapped within the HubSpot and Salesforce CRM environments. This initiative successfully delivered total operational transparency to their Sales and Executive teams, directly facilitating process improvements that reduced administrative overhead and enhanced long-term account retention.
- Start Date2018-01-01
- Duration3 months
- TypeProfessional
- ForMeasured Results Marketing
- TitleProject, People & Client Services Manager
- Primary ResponsibilitiesRestructured, mapped, and visualized internal sales processes and project lifecycles inside HubSpot and Salesforce. Translated technical CRM automation pathways into digestible visual models to ensure client-facing clarity and build a sales engine the incoming and new sales team could follow.
Used Skills
- Rankof 77Details(name, duration, recency, competency)NameDurationRecencyCompetency
- Continuous Improvement11 yearsThis monthProficient12
- Client Management6 years7 months agoProficient5
- Data Visualization6 years7 months agoCompetent5
- HubSpot7 months7 months agoCompetent3
- Information Architecture4 years7 months agoCompetent6
- Workflow Diagramming5 months, 2 weeks7 months agoCompetent4
- Workflow Optimization2 years, 3 months8 years agoCompetent2
- Process Visualization3 months8 years agoCompetent1