Battery Loan Program
Designed an end-to-end battery loan workflow for power outages, integrating dispatch, inventory management and customer feedback.
- Client CSAT
- 5/5
- Dispatch
- 1-click
Salesforce · Tableau
Projects
Help Desk & Request Orchestration Agent
Employees describe what they need. Using its routing engine, the agent selects the right request type, tries self-serve deflection, or creates a Jira ticket.
- Routing Accuracy
- 96%
- Request Types
- 120+
- Saved / Request
- 15 min
Glean · Jira View Case Study
Case Triage Agent for Tier-1
Triage agent that scans resolved cases and writes resolution steps back to Salesforce automatically.
- Triage Accuracy
- 91%
- Saved / Month
- 160 hrs
- Daily Cases
- 300+
Glean · Salesforce View Case Study
25-Stage Pipeline Compressed to 5
Redesigned a 25-stage sales pipeline around five meaningful business milestones, separating deal progression from the underlying tasks.
- In 1st Month
- 100+ Sales
- Stage Compaction
- 25 → 5
HubSpot View Case Study
Account Deduplication at Scale
Consolidated a fragmented prospect database, eliminating duplicate outreach and resolving ownership conflicts across sales teams.
- Accounts Scanned
- 1.2M
- Accounts Merged
- 42K
- Lost
- 0
Salesforce View Case Study
Experience Cloud Portal
Built a secure, centralized portal connecting executives across multiple business entities through shared resources and collaboration.
- Days to Deliver
- 25
- Executives Onboarded
- 250+
Salesforce
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