C3 AI CRM

I utilized user interviews, secondary research, and stakeholder input, to develop key features for the C3 CRM application. Here is a brief overview of the work I have done.

Sales Vision

Help sales people understand and contextualize the complex interrelationships between their organization, opportunities, internal, and external data.

Sales pipeline analytics

Designed visualizations to help sales executives and account managers to analyze pipe generation and opportunity progression over time.

AI forecast management

Enable an AI-guided workflow for sales reps and sales managers to submit judgment-based forecasts and manage their team’s submissions regularly.

Next project: CMAP →