Salesforce CRM Portfolio Ayobami

ABOUT ME

Who I Am & Why I Build

I’m a Salesforce professional with a passion for building clear, structured, and efficient business systems. My background in sales, marketing, and process thinking shapes the way I design CRM solutions; clean, intuitive, and aligned with real business workflows.I believe technology becomes powerful when it removes confusion, simplifies decisions, and empowers people to work better. That’s the foundation behind every solution I build.

End-to-End Real Estate CRM System

A complete business workflow built on Salesforce from lead to deal, unit to tenant, agent to revenue.

Case Studies & Real Business Scenarios

Lead Management and Qualification

The Problem

The sales team had no structured or optimized way to capture and process incoming leads.
Leads were entering the system inconsistently, key information was missing, and the qualification process was unclear, Because of this, the sales team was slow to respond, and management had no visibility into lead volume, quality, or follow-up behavior. Agents were not involved at the lead stage, so delays and gaps at the sales team level affected the entire downstream process including property matching.

The Root Cause

  • No clean or guided intake process for the sales team

  • No automation to ensure fast acknowledgment or routing

  • No defined qualification steps

  • Missing critical fields because users could skip them

  • Lead pages were cluttered, confusing, and inconsistent

This resulted In

  • Slow initial response

  • Bad or incomplete data

  • Poor handoff to agents

  • Reduced efficiency during the property-matching phase

What I built (Solution I provided)

  1. Clean & Optimized Lead Intake for the Sales Team

I redesigned the Lead object so the sales team only sees the fields that matter. This Includes:

  • Cleaner page layout

  • Dynamic field visibility

  • Organized sections

  • Removal of clutter and unnecessary fields

This makes lead creation fast, accurate, and consistent.

  1. Automated Lead Assignment & Instant Auto-Responses

To remove delays and improve professionalism:

  • Lead Assignment Rules: Automatically route leads to the correct sales rep

  • Auto-Response Rules: Send instant email acknowledgment to new leads

This ensures immediate engagement before any agent is involved.

  1. Defined Qualification Flow Using Path & Validation Rules

To prevent missing data and ensure consistent qualification:

  • I built a Salesforce Path guiding the sales team through each stage

  • I used validation rules to make key fields mandatory

  • Created a clear process for when a lead is ready for handoff to the agent stage

Tools Used

  • Lead Assignment Rules

  • Auto-Response Rules

  • Validation Rules

  • Salesforce Path

  • Dynamic Forms

  • Page Layouts

  • List Views

Business Impact

  • Faster follow-up from the sales team

  • Cleaner, more complete lead records

  • More accurate qualification

  • Smooth handoff to agents for property matching

  • Better visibility for management

Report

Agent Management and Productivity

A guided demonstration of the Real Estate CRM and the business logic behind every component.

Skills and Expertise

What I Bring to the Table

Services

How I Can Support Your Business

Connect With Me

Open to roles, collaborations & meaningful opportunities.

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