Automation Lab - Brooke Alexis Hanger | Salesforce & Power BI Dashboard

$12.4M

Pipeline Influenced

+24% vs Q3

347

Deals Automated

+18% efficiency

1,240hrs

Time Saved

83% reduction

Real-time

Data Freshness

Live sync

Featured Case Studies

Salesforce

Enterprise CRM Migration: Fortune 500

Led end-to-end Salesforce Sales Cloud implementation for global manufacturing client, migrating 15 years of legacy data while maintaining zero downtime. Architected custom objects, validation rules, and approval processes aligned with complex sales hierarchies.

$2.3M ARR generated
40% productivity increase
95% user adoption in 60 days
200+ users trained

Power BI

Real-Time Analytics Platform: Retail Chain

Designed and deployed comprehensive Power BI dashboards integrating 15+ data sources (POS, ERP, e-commerce, social). Built predictive sales models using DAX and Python, enabling C-suite to make data-driven decisions in real-time.

15+ data sources unified
60% faster reporting
300% ROI in 6 months
$850K inventory optimization

Automation

AI-Powered Lead Scoring Engine

Implemented machine learning-driven lead scoring integrated with Salesforce and marketing automation. Built custom API middleware connecting predictive models to real-time engagement data, reducing sales cycle by 35% and improving lead quality by 42%.

50% operations reduction
35% faster deal cycles
$1.8M pipeline generated
42% lead quality improvement

Salesforce

Multi-Cloud Integration: Marketing + Sales

Unified Salesforce Marketing Cloud and Sales Cloud for B2B SaaS client, creating seamless lead-to-opportunity journey. Implemented Einstein AI for personalized email campaigns and automated lead assignment based on behavioral scoring.

68% lead conversion increase
2.4x email engagement
$3.2M attributed revenue
12 automated workflows

Power BI

Executive Sales Leadership Dashboard

Created interactive executive dashboard with drill-down capabilities across regions, products, and sales reps. Integrated real-time Salesforce data with financial systems, enabling VP of Sales to identify at-risk deals and coaching opportunities instantly.

100% forecast accuracy improvement
45min daily time saved
12 KPIs tracked live
$1.2M at-risk deals saved

Demo Walkthroughs

Salesforce automation workflow demo thumbnail

Salesforce Flow Builder Deep Dive

15-minute walkthrough of building approval workflows with record-triggered flows

Duration: 15:32

Power BI dashboard creation demo thumbnail

Power BI: Sales KPI Dashboard

Building real-time executive dashboards with DAX measures and custom visuals

Duration: 22:18

Multi-Step Automation with Zapier

Connecting Salesforce, Slack, and Google Sheets for automated lead nurture

Duration: 18:45

Custom API Integrations

Building middleware for Salesforce and third-party data enrichment services

Duration: 26:12

CRM Dashboard Library

Download ready-to-use templates and case study documentation

Sales Leadership Dashboard

Executive KPI tracking with forecasting and pipeline health metrics

PDF • 2.4 MB • 18 pages

Rep Productivity Dashboard

Individual performance tracking with activity metrics and goal progress

PDF • 1.8 MB • 12 pages

Power BI Executive Summary

Cross-functional business intelligence dashboard templates and best practices

PDF • 3.1 MB • 24 pages

Automation Workflows Guide

Complete library of reusable automation patterns for Salesforce and marketing tools

PDF • 2.7 MB • 32 pages

Automation Flows Library

Pre-built integration templates for common business processes

Zapier: Lead to Salesforce

Automatically create Salesforce leads from form submissions with enrichment, assignment, and Slack notifications

Trigger: Form Submit → Enrich Data → Create Lead → Notify Team

View Template Clone Flow

Make: Deal Stage Automation

Monitor Salesforce opportunity stages and trigger custom actions: emails, tasks, approvals, and reporting updates

Trigger: Stage Change → Send Email → Create Tasks → Update Reports

View Template Clone Flow

n8n: Multi-Channel Campaign

Coordinate campaigns across email, social, and CRM with conditional logic, A/B testing, and performance tracking

Trigger: Campaign Launch → Segment Audience → Send Messages → Track Results

View Template Clone Flow

Ready to Transform Your Sales Operations?

Let's discuss how Salesforce, Power BI, and intelligent automation can accelerate your revenue growth.

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