Salesforce CRM & Sales Operations Project (Independent Project)

Part 1: Lead Management

🔹 What I Learned

1. Importing and organizing lead data into Salesforce CRM.

2. Filtering and segmenting leads based on source, status, and campaign.

3. Viewing and managing leads by specific marketing campaigns.

4. Creating and logging call activities for individual leads.

5. Sending emails directly through the CRM interface.

6. .Updating lead statuses based on interaction stages.

7. Converting and updating lead lifecycle stages within the CRM pipeline.

8. Creating and managing tasks and calendar events linked to specific leads.

🔹 Key Takeaway

Effective CRM usage is not just about storing contacts, it’s about creating structured, trackable interactions that improve lead nurturing, follow-ups, and overall sales efficiency.

Part 2: Opportunity & Sales Operations 

🔹 What I Learned

1. Creating and managing new contacts and assigning contact roles.

2. Managing sales opportunities and moving them through different pipeline stages.

3. Creating and tracking follow-up tasks and logging call activities.

4. Setting up new products within the CRM system.

5. Creating and managing price books and price book entries.

6. Adding and syncing products with price books for accurate pricing management.

7. Generating sales quotes directly from opportunities.

8. Creating and managing contracts within the CRM workflow.

9. Closing opportunities by following structured sales and documentation processes.

10. Understanding how CRM systems support end-to-end sales lifecycle management.

🔹 Key Takeaway

A well-structured CRM system connects leads, contacts, opportunities, and products into a seamless sales workflow, improving accuracy, accountability, and deal-closing efficiency.

Part 3: Service & Reporting 

🔹 What I Learned

1. Creating and managing internal service cases within the Salesforce Service Console.

2. Setting up and configuring Lightning Knowledge for internal knowledge management.

3. Creating and publishing new knowledge articles such as FAQs.

4. Organizing, updating, and maintaining existing knowledge base articles to keep information accurate and accessible.

5. Building reports using filters for leads, opportunities, and pipeline performance.

6. Creating visual graphs to represent sales and lead data.

7. Designing interactive dashboards to track key business metrics and performance indicators.

8. Understanding how centralized knowledge and reporting improve operational efficiency and decision-making.

🔹 Key Takeaway

Effective CRM systems go beyond sales tracking, they enable knowledge sharing, customer support efficiency, and data-driven decision-making through structured reporting and dashboards.

🔹Overall Outcomes

1. Built end-to-end understanding of CRM and sales operations workflows.

2. Developed hands-on experience with Salesforce lead, opportunity, and service management.

3. Strengthened ability to interpret CRM data through reports and dashboards.

4. Gained practical exposure to structuring repeatable sales and support processes.