01. Problem & ContextThe Operating Challenge
NVision Quantum Technologies operated across fragmented CRM tracking systems and manual spreadsheets. Executive leadership and sales reps lacked a single source of truth for master data, centralized pipeline inspection, automated quote generation, or 1-click access to critical sales performance metrics across €84M+ in sales opportunities.
02. Architecture & SolutionTechnical Implementation
Engineered a unified Salesforce Sales Cloud & Data Cloud environment serving as the single source of truth for master data. Built 15 custom automation flows (opportunity stage notifications, customer site configuration, revenue scheduling), Einstein Activity Capture, PandaDoc/Opero quote integration, Apex/Lightning custom components, and Tableau analytics dashboards.
“From the beginning, he took ownership of key sales enablement initiatives... His meticulous approach to data management and proactive problem-solving skills were particularly valuable.”
Paul Weavers (GM North America) & Simon Bennett (Head of Sales Europe)
03. Measurable ImpactResults & Verification
Established master data governance that improved data quality scores from 67% to 91%, accelerated sales cycles by 22%, improved forecast accuracy by 35%, and provided executive leadership with 1-click access to relevant pipeline intelligence across €84M+ in active sales opportunities.
04. Technology StackSalesforce Sales CloudData CloudTableauPandaDocEinstein Activity CaptureApexLightning ComponentsFlowsETL PipelineApps ScriptExcel