Experience

CRM Transformation and Lifecycle Strategy

I worked on Salesforce migration support, KPI hierarchy design, experimentation, and lifecycle strategy tied to clearer executive visibility.

Overview

This role sits at the bridge between my earlier marketing execution work and the later transformation work. It involved making a complex CRM and channel environment easier to steer through better measurement, better updates, and stronger coordination across teams.

What changed

  • Migration work and documentation supported a major CRM transition
  • KPI structure improved how lifecycle performance was defined and discussed
  • Executive communication made progress and tradeoffs easier to follow
  • Testing and segmentation reduced opt-out rates materially

Why it mattered

  • Teams had a clearer operating view during change
  • Leadership had cleaner updates during a cross-functional transformation effort
  • Lifecycle strategy had measurable customer impact instead of just better presentation