● Streamlined onboarding and support workflows across ERP and CRM systems, reducing inefficiencies by 28% and improving adoption velocity.
● Optimized feature adoption and engagement touchpoints, generating incremental retention revenue of $32.8K.
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ERP & CRM Process Optimization
Customer Journey Mapping & Onboarding
Feature Adoption & Engagement Tracking
Retention & Revenue Impact Analysis
● Designed and executed personalized outreach and targeted campaigns, increasing customer adoption and engagement across key portfolios.
● Conducted proactive account reviews and success planning, boosting customer experience scores by 15% and improving retention.
● Analyzed multi-channel client engagement and developed predictive retention models, driving a 127% increase in adoption rates and improving re-engagement by 20%.
● Implemented personalized onboarding, segmentation, and lifecycle strategies, reducing churn risk and boosting retention and renewal ratios by 37%.
Customer Segmentation & Onboarding
CRM Analytics & Reporting (Salesforce, Power BI, Tableau)
Predictive Analytics & Retention Forecasting
Retention & Renewal Strategy
Data Automation & Workflow Optimization
SQL & Excel Analytics
Sales Performance Analysis
Power BI / Tableau Dashboards