Eva W.

Most businesses don't need more tools. They need their CRM, reporting and operational systems to tell them the truth. With 8+ years in operations and revenue systems, I design and build CRM environments that improve pipeline visibility, forecast accuracy, data quality, and reporting leaders can act on. WHAT I HELP FIX - Forecasts that look plausible and are quietly wrong - Unreliable CRM data and inconsistent pipeline reporting - Duplicate and conflicting records nobody owns - Reports returning numbers that can't be right - Manual spreadsheets doing a CRM's job - Stage definitions that mean something different to every rep CORE EXPERTISE SALESFORCE - Sales Cloud administration: fields, objects, record types, validation rules, permission sets - Forecasting: Collaborative Forecasts, quotas, stage-to-forecast-category mapping, rolling 12-month models - Flow automation, record-triggered workflows, error handling and fallback ownership - Reports and dashboards: win rate, sales cycle, pipeline coverage, slippage - Data modelling, deduplication, imports and governance at volume HUBSPOT - CRM structure: pipelines, lifecycle stages, deal stages, custom properties - Workflow automation and lead routing - Reporting and dashboards - Salesforce-HubSpot alignment: field ownership and conflict handling REVENUE OPERATIONS - Translating a sales process into a CRM that actually reflects it - Forecast methodology, and the discipline to hold it - KPI definition: what's measured, how it's calculated, who agrees on it - Data quality policy and stage-definition documentation AUTOMATION AND REPORTING - Salesforce Flow, Zapier, Airtable - Looker Studio, GA4, Google Tag Manager - Large opportunity exports in Excel - Documentation that survives the person who wrote it AI AND CRM - AI-assisted process design and operational automation - Paid expert reviewer for an AI research company, assessing whether simulated revenue operations tasks are realistic enough to train and evaluate AI systems against INDUSTRY EXPERIENCE B2B technology - cybersecurity, SaaS, MSPs and technical services - plus biotech and pharma business development. Currently Sales Operations at a B2B cybersecurity company. HOW I WORK I start with the business problem and the data, not another tool. 1. Establish system ownership. Define where data belongs and which platform is the source of truth. 2. Fix the foundations. Improve data structure, pipeline logic and reporting reliability. 3. Automate on top. Build workflows with error handling, not workflows that fail silently. 4. Improve adoption. Document it so the system outlives the contract. BEST-FIT PROJECTS - Salesforce forecasting builds and rebuilds - Pipeline hygiene and data quality programmes - CRM cleanup, migrations and rebuilds - Revenue reporting and dashboards for leadership and board - HubSpot implementation and automation - Ongoing RevOps support on retainer CREDENTIALS Salesforce Certified Platform Administrator Salesforce Certified Associate Top Rated Plus, 100% Job Success across 1,556 hours MSc, Biomedical Engineering My goal is simple: connected, reliable systems that give teams better data, clearer visibility, and numbers they can stand behind. [keywords: revenue operations, RevOps, Salesforce administrator, Salesforce admin, sales operations, forecasting, Collaborative Forecasts, pipeline hygiene, pipeline coverage, CRM data quality, CRM cleanup, CRM migration, Salesforce reports and dashboards, Salesforce Flow, HubSpot, sales analytics, data quality assessment, B2B SaaS, cybersecurity, MSP]