👑 Dashboard Queen Case Study
The RFP Project
How a messy spreadsheet-based RFP process became a scalable Salesforce system that improved ownership, visibility, and win rate.
Project Story
From spreadsheet chaos to a Salesforce success story.
STAR Case Study
A practical rebuild of an RFP process that was slowing the team down.
Situation
The RFP process lived in spreadsheets. Ownership was unclear, deadlines were missed, and leadership had limited visibility into why deals were won or lost.
Task
Build a scalable Salesforce process that made RFP work structured, measurable, and easier for sales teams to manage.
Action
I rebuilt the workflow inside Salesforce with custom tracking, defined stages, ownership rules, approval flow, reporting, and leadership dashboards.
Result
The process became cleaner, more consistent, and easier to manage, resulting in a 30% increase in RFP win rate.
Business Impact
+30% RFP Win Rate
No new tools. No additional headcount. Just a Salesforce process designed around how the team actually worked.
Dashboard Queen Takeaway
What looked like a sales problem was actually a process problem.
Salesforce does not create value just because data lives inside it. It creates value when the system reflects how the business actually works.
Better process created better data. Better data enabled better decisions.
Need something similar?
Let’s build a Salesforce process your team actually uses.
If your CRM creates more work than clarity, I can help identify what is broken and design a better way forward.
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