The Challenge

The sales team needed a dynamic lead management board with automated routing, activity visibility, geographic context, and real-time status tracking.

My Role

Product Ownership · Solution Architecture · Delivery

The Solution

A Lightning-based Lead Board with custom LWC components, Google Maps integration, sales activity management, and automated Flow-based scoring and assignment.

How It Works

• Custom LWC lead cards
• Google Maps integration
• Sales activity management
• Automated scoring
• Activity tracking

Architecture / Technology

LWC · Google Maps · Flow · Apex

Scale

• Lead distribution across 50+ reps

The Challenge

Account management was fragmented — no built-in filtering, unclear account metrics, and no unified view of account health, activities, or UCC history.

My Role

Architecture · Data Design · Delivery

The Solution

A custom LWC Account Board with built-in filtering, clear account metrics, unified account health with UCC transaction history, inline call logging, and mass update capabilities.

How It Works

• Custom LWC components
• Real-time aggregation
• UCC history visibility
• Inline call logging
• Multi-channel views

Architecture / Technology

LWC · Apex aggregation · UCC data integration

Scale

• Replaced four separate spreadsheet trackers with one workspace

The Challenge

Sales leadership needed unified pipeline visibility, forecast stage filtering, business plan target tracking, and inline sales activity logging.

My Role

Product Ownership · Solution Architecture

The Solution

A multi-tab Opportunity Insights workspace with pipeline snapshot cards, forecast stage filtering, business plan target tracking, and inline sales activity creation.

How It Works

• Pipeline snapshot cards
• Forecast stage filtering
• Business plan targets
• Inline activity creation
• Multi-unit deal support

Architecture / Technology

LWC · Apex controllers · Embedded analytics

Scale

• Unified pipeline visibility for leadership

The Challenge

Sales activity logging was fragmented across objects with no unified entry point. Reps needed a consistent way to log calls, visits, demonstrations, and installations against leads, accounts, and opportunities from a single workspace.

My Role

Product Ownership · Solution Architecture · Delivery

The Solution

A unified Sales Activity logging experience accessible from the DSOP home page, supporting calls, customer visits, demonstrations, machine installations, and miscellaneous activities against any lead, account, or opportunity.

How It Works

• Log Activity menu from home page
• Activity types: Call, Customer Visit, Demonstration, Machine Installation, Misc Activity
• Log against leads, accounts, or opportunities
• Completed, missed, and scheduled call outcomes
• Follow-up scheduling and activity history

Architecture / Technology

LWC · Apex · Flow · Task / Event

Scale

• Activity logging across 600+ dealer users

The Challenge

Dealers managed closing deals and deals requiring attention on physical whiteboards. Those boards were local to the dealership, manually maintained, and typically limited to customer, machine, and quantity. Management and field sales had limited visibility into which deals required attention across the dealership.

My Role

Product Ownership · Architecture · Stakeholder Alignment · Adoption

The Solution

A digital monthly retail units board shared between dealer managers and field sales. It provides one current view of dealer unit targets, active deals, forecast position, and activity. Updates come through normal opportunity management, while management can also update forecast and status directly.

How It Works

• Machines expected to retail during the month
• Forecast groupings: Closed Won, Base, Upside, Under 50%, Historic, Future Month
• Header KPIs: Monthly Target, Closed Won, Base, Upside, Gap to Budget
• Row actions: Change Forecast, Log Activity, Open Quote, Change Month
• Latest action sourced from Opportunity activity

Architecture / Technology

Experience Cloud · Salesforce · Lightning Web Components · Apex · Opportunity · Products / Line Items · Tasks / Events · Monthly target data

Scale

• 130 dealers
• 75 field sales

The Challenge

Sales teams needed to search and locate inventory held at other dealer locations, with product family filtering, sales code matching, and machine-level pricing detail.

My Role

Product Ownership · UX Direction · Delivery

The Solution

An Experience Cloud-powered search with step-based filter workflow, optimized SOQL queries, server-side pagination, and modal machine detail views with pricing.

How It Works

• Step-based filter UX
• Optimized SOQL
• Server-side pagination
• Modal detail views
• Sales code filtering

Architecture / Technology

Experience Cloud · Optimized SOQL · Server-side pagination

Scale

• Sub-second search results across 50K+ products
• 60% reduction in dealer support tickets

The Challenge

Commercial and Supply previously created separate on-hand inventory and open-order reports. Those reports were distributed to the field team and then forwarded to individual dealers. Inventory and incoming-order visibility depended on manual report creation and distribution.

My Role

Product Ownership · Architecture · Stakeholder Alignment · Adoption

The Solution

One live, read-only workspace for dealer machines and open orders. It is available to dealers in Experience Cloud and internal field sales in Salesforce. It replaces the two manual inventory reports with one shared application.

How It Works

• Header counts: New Inventory, DORF, Open Orders
• Machines / Orders switch
• Stock-status filtering
• Internal filters: Dealer, NA Area, Territory
• Family / model breakdown
• Projected invoice month visibility
• Search and sort
• Machine detail view
• Dealers see their own inventory; internal field sales see dealers within their hierarchy

Architecture / Technology

Experience Cloud · Salesforce · Lightning Web Components · Apex · Machine__c · Order__c · SAP Integration

Scale

• 130 dealers
• 75 field sales
• 600 dealer users
• 45 inventory managers

The Challenge

An existing Salesforce support process required significant manual entry and was disconnected from the Opportunity data behind the deal.

My Role

Product Ownership · Architecture · Stakeholder Alignment · Adoption

The Solution

A redesigned Retail Assistance Request connected directly to the Opportunity, bringing deal economics, support requests, and approvals into one workflow. Dealers submit through Experience Cloud, while field sales and Commercial review in Salesforce.

How It Works

• Opportunity-Based Request: starts from an open Opportunity / Opportunity Product
• Deal Economics: product selection, trade-over, competitive quote
• Approval Routing: RBM, Commercial Manager, Commercial VP (with Ag / Municipal path)
• Request Management: My Requests, Drafts, Pending Review, All Requests
• Commercial Reporting: pending approvals, turnaround, approval rate, total approved support

Architecture / Technology

Experience Cloud · Salesforce · LWC · Apex · Flow · Approval Architecture

Scale

• 130 dealers
• 75 field sales
• ~150 requests / month

The Challenge

Salespeople and managers lacked a consistent view of personal or team activity, leads, and quote performance. Reporting depended heavily on manual processes, and incomplete dealer sales data limited management visibility.

My Role

Product Ownership · Architecture · Stakeholder Alignment · Adoption

The Solution

A live performance workspace inside DSOP showing sales activity, leads, accounts, opportunities, and areas requiring attention. Salespeople view their own performance, while managers can switch to team views and drill directly into the records behind each metric.

How It Works

• Personal & Team Views with team-member selection
• Snapshot & Trend views
• Activity Performance: Calls, Site Visits, Demos, Installs, Completed vs Scheduled, Missed Calls
• Lead / Account / Opportunity Metrics: 90-day account activity, quotes, lost-sale capture, forecast buckets
• Attention Management: Unread Leads, Overdue Activities, Quotes Closing This Month
• Record Drilldown: open the records behind any metric
• Manager display mode for rotating team performance views

Architecture / Technology

Experience Cloud · Salesforce · LWC · Apex · Multi-object Salesforce data

Scale

• 130 dealers
• 75 field sales
• 600 dealer users

The Challenge

Lost-sale intelligence was largely verbal and inconsistently captured. There was no structured dataset for understanding competitor wins, loss reasons, machine families, or recurring patterns.

My Role

Scoping · Requirements · Rollout · Adoption

The Solution

A shared workspace for capturing structured competitor information from Closed Lost opportunities and identifying patterns across dealer and internal sales activity. Available through Experience Cloud and Salesforce.

How It Works

• Loss Radar: losses by competitor, machine family, Why We Lost, top competitors, recent lost sales, missing-intel alerts
• The Archive: historical competitor sales records, edit captured intelligence
• Missing Intel: Closed Lost Opportunities without Competitor_Sale__c records
• Capture: Brand, Reason, Family, Model, Quantity, Date, Comments
• Filters: Owner, Dealer, NA Area, Territory, Close Date
• Default close-date window: last six months

Architecture / Technology

Experience Cloud · Salesforce · Lightning Web Components · Apex · Opportunity · Competitor_Sale__c · Chart.js

Scale

• 130 dealers
• 75 field sales
• 600 dealer users

The Challenge

Leadership and sales operations needed centralized visibility into lead quality, conversion performance, sales follow-up, opportunity influence, and revenue attribution.

My Role

Product Ownership · Analytics Strategy

The Solution

A custom LWC supported by Apex aggregation services combining Campaign, Campaign Member, Lead, Opportunity, Task, and Event data into a centralized operational reporting experience.

How It Works

• Apex aggregation services
• Multi-object reporting
• Funnel analytics
• Revenue attribution
• Dynamic filtering
• Export to CSV

Architecture / Technology

Apex aggregation · LWC · Multi-object data model

Scale

• 312% campaign ROI visibility
• 1,782 leads tracked

The Challenge

Monthly business-plan reviews were created manually by the field team. The process was inconsistent across team members, and reviews did not always happen.

My Role

Scoping · Requirements · Rollout

The Solution

A live quarterly Business Plan Review inside DSOP. Dealer managers and field sales work from the same Construction and Agriculture unit targets without requiring a separate monthly file from the field team.

How It Works

• Plan Type: Construction / Agriculture plan selection
• Quarterly Targets: quarter selector with quarter total
• Product Family / Model: target rollup for the selected quarter
• Monthly Drilldown: expandable monthly detail using the same family / model breakdown

Architecture / Technology

Experience Cloud · Salesforce · LWC · Apex

Scale

• 130 dealers
• 75 field sales

The Challenge

Market and public-finance data lived in internal EDA Reports, leaving dealers dependent on the field team to access and interpret market intelligence.

My Role

Product Ownership · Architecture · Stakeholder Alignment · Adoption

The Solution

A dedicated market intelligence workspace giving dealers and field sales access to the same UCC market data, account signals, and performance views through Experience Cloud. Public-finance data. Filing delays apply; estimated market coverage ~70%.

How It Works

• Market Trends: units, value, buyers, month-over-month and year-over-year, 12-month trend
• Brand & Product Mix: brand mix, machine family mix
• Geographic Analysis: county comparison with filtering
• Buyer Intelligence: buyer leaderboard and account drilldown
• CRM + Market Gaps: compares CRM activity with UCC buying signals to surface accounts needing attention
• Account List: county, tier, year, model, and owner filtering with CSV export and bulk owner assignment

Architecture / Technology

Experience Cloud · Salesforce · LWC · Apex · UCC Market Data

Scale

• 130 dealers
• 75 field sales
• 600 dealer users

The Challenge

Dealers and sales teams frequently requested information already available in Salesforce reports but difficult to locate through the standard reporting experience.

The Solution

A Report Library entry point inside DSOP giving dealers and sales teams easier access to a curated library of Salesforce reports.

My Role

Scoping Review · Delivery Oversight

Architecture

Experience Cloud · Salesforce Reports

The Challenge

Dealer contact information was maintained by field sales and Service rather than by dealers themselves. Finding the right contact at another dealership could require phone calls, with no shared dealer-maintained directory across the network.

My Role

Product Ownership · Architecture · LWC Development · Adoption

The Solution

A live North American dealer contact directory inside DSOP. Dealers maintain their own contact information while retaining visibility into contacts across the dealer network. Internal users can search and maintain contacts across the network.

How It Works

• Dealer Search: select dealer, city / primary location, search contacts by name
• Contact Directory: results table with network-wide visibility
• Data Quality: gaps, missing location, inactive contacts filters
• Contact Maintenance: create, edit, inactivate contacts
• Role-Based Access: dealers write to their own hierarchy, read across the network; internal users edit across all dealers

Architecture / Technology

Experience Cloud · Salesforce · LWC · Apex · Account / Contact

Scale

• 130 dealers
• 75 field sales
• 600 dealer users