DI
Operator Profile
Daniel Im
Sales Operations
Key Highlights
Time Saved
~3 hrs/day
saved per SDR across a 14-person team
Data Enriched
~9,000
Salesforce accounts enriched
Lookup Time
30s to 3s
SDR account lookup time
About
I build the systems sales teams run on.
01
I find broken processes.
02
I fix them at the root.
03
I build systems that outlast my involvement.
CRM and Automation
Expired Lead Follow Up Automation
Native Salesforce automation that gives SDRs a weekly digest of expired leads and turns silent ownership losses into active re-engagement.
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Data Infrastructure
9,000 Account CRM Enrichment
Enriched roughly 9,000 Salesforce accounts with clean, structured data to restore segmentation accuracy and reporting reliability.
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Governance
Account Ownership and Cross Sell Rules
Set clear account ownership and cross sell rules that eliminated duplicate outreach across the team.
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Data Infrastructure
Account Data Lookup Tool
Brought SDR account lookup down from 30 seconds to 3 by embedding enrollment data directly into the workflow.
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