SaaS — Lead Routing Hardening
Refactor of a monolithic record-triggered Flow into modular subflows with defensive fault paths and event-driven retries. Result: −92% Flow errors and +18% speed-to-lead.
Explore Flow projects across SaaS and Fintech—Screen Flows, record-triggered Flows, and subflows—with clear outcomes and timelines.
Refactor of a monolithic record-triggered Flow into modular subflows with defensive fault paths and event-driven retries. Result: −92% Flow errors and +18% speed-to-lead.
Guided BDR Screen Flow with dynamic sections, validation, and next-best actions. Result: higher meeting rate, lower handle time, and cleaner data for downstream automations.
Stage-driven subflows and guardrails that standardize progression, reduce stalls, and automate next steps for AEs.
Before-save normalization and exception surfacing for Campaign Members and Leads, improving attribution and MQL acceptance.
Guided Screen Flow for safe merge with preview-before-commit and matching-rule surfacing; reduced dupes and improved rep confidence.
Screen Flow with staging, diff preview, and single-commit pattern for safe bulk edits. Adds rollback and clear auditability.
Multi-step Screen Flow with paused sessions and async verification callbacks that streamlined KYC onboarding and reduced rework.
Time-based paths and escalation subflows that enforce SLAs, improve first response time, and add auditable guardrails.