Scope of Work

• Evaluate and provide expert input on CRM workflows, sales processes, pipeline management, and automation logic using platforms such as Salesforce, HubSpot, and similar tools.
• Document existing sales operations processes, identifying workflow inefficiencies, operational challenges, and opportunities for improvement.
• Provide real-world CRM scenarios, examples, and feedback based on industry best practices in sales operations and enablement.
• Review, analyze, and annotate CRM records, data, workflows, and user interactions to support AI training objectives.
• Evaluate and validate AI-generated outputs for accuracy, relevance, and alignment with real-world sales and CRM operations.
• Review and contribute to documentation, process guides, training materials, and other CRM-related content.
• Assess CRM data quality and identify inconsistencies, duplication, missing information, and process gaps.
• Provide actionable recommendations for improving CRM adoption, workflow efficiency, automation, and sales process consistency.
• Collaborate with project teams and reviewers to refine CRM-related datasets, scenarios, and AI evaluation criteria.
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Required Skills

• CRM Operations
• Sales Operations
• Salesforce
• HubSpot
• CRM Data Management
• Sales Process Optimization
• Workflow Automation
• CRM Data Quality
• Process Mapping
• Sales Enablement
• Business Process Analysis
• Technical & Process Documentation