A new sales erafor a companyfounded in 1889.
I brought leadership, sales, product, data, and Salesforce Professional Services together around a shared plan.
I led the national rollout, trained reps, and coached sales managers to lead their teams through the change. Later, I owned AI requirements and early testing, bringing field needs directly into the build.
See my role
From a PDF to a digital sales assistant.
The playbook once lived on a shared drive. Now an AI assistant combines that guidance with account data to help reps prepare for calls, follow up, and decide what to do next.
The company’s initial Agentforce rollout
- reps
- 500
- use cases
- 5
- weeks
- 8
What should I know before this call?
- Account context
- Relationship history and recent activity.
- Sales guidance
- Relevant strategy and tactics from the company playbook.
- Best next action
- A recommended next move based on account signals, rep interactions, and sales intelligence.
More of the day for the customer.
AI supports preparation, meeting follow-up, and account updates. The goal is to give reps more space for the relationships that actually drive the business.
My work connected the model to the field.
National rollout, enablement,
and AI requirements
Field rollout
I led the national rollout of Salesforce and a unified sales process for 500 sellers and dozens of leaders. Over nine months, teams from across the country came to company headquarters in Orange County, California, where I led in-person instruction and hands-on training. I connected their daily work in the field to a new system, sales methodology, and intelligence they’d never had access to before.
Training and coaching
I developed modern playbooks, led live training, and coached sales managers to lead their teams through the change and put the sales process into daily practice.
AI workflows
Later, I owned requirements and early test cases across Sales, Product, Data, and Technology, bringing field needs into the build.
Work completed as a First American employee, alongside internal teams and implementation partners.
“…getting a true north direction of what we’re trying to do and then creating a sales model with a data-centric approach.”
First American
On the company’s transformation, in Salesforce’s published customer story.
Read the Salesforcecustomer story