Bhawana Upreti

Strategically Engineered Outbound Calling Process. Designed and executed a highly effective outbound calling process, resulting in a notable 30% increase in meeting setup rates.
Led Integration of Sales Engagement Technology. Implemented a cutting-edge sales engagement tool, reducing manual efforts by 80% and achieving an average email deliverability rate of upto 70%.
Established a robust LinkedIn outreach process from inception, yielding a consistent flow of ~5 Marketing Qualified Leads (MQLs) weekly.
Directed the recruitment process and formulated and documented comprehensive Sales Operating Procedures, significantly enhancing team efficiency. Analyzed sales data to identify opportunities for improvement and created action plans to capitalize on those opportunities.
Cross-Functional Collaboration- Managed and optimized incentive programs for the sales team, ensuring alignment with organizational goals and driving enhanced performance. This role also involved fostering seamless collaboration with Finance and Account Management teams, leading to the streamlining of processes for optimal operational performance
Vendor Relationship Management- Directed and maintained critical vendor relationships, ensuring the team had access to essential resources and tools.
Website Development Oversight. Took charge of the entire process, ensuring seamless alignment with the brand's core identity, segmentation and content piece.
Strategic Go-to-Market (GTM) Planning. Developed and executed impactful Go-to-Market (GTM) strategies for international launch, resulting in market penetration and revenue augmentation.

Strategic Planning and Reporting: - Revamped sales processes with CBO and VP of Business Development. Introduced a central dashboard for real-time monitoring of KPIs, demos, SALs, and customer data. Enabled exclusive access for board members, ensuring transparent results viewing. Managed migration of sales funnel data from Freshsales to HubSpot for 900+ accounts. Oversaw $5M HubSpot pipeline, ensuring data accuracy and SOP adherence, enhancing data hygiene and account health.

Data Hygiene & Automation:- Implemented stringent data hygiene practices by identifying missing deal fields, standardizing data, assigning tasks, and equitably distributing deals among Sales Development Representatives (SDRs). Utilized Slack integration workflows to promptly notify the team of delays, missing follow-ups, and unallocated tasks or next steps. Integrated HubSpot with LURU, a CRM update solution, enabling real-time notes and data updates, saving sales representatives an average of 15 minutes per deal.

Training & Onboarding:- Led comprehensive training sessions for more than 15 interns and new employees, providing in-depth insights into the sales process and product overview.

Strategic Business Development:- Established industry-specific databases, researched and qualified 2000-5000+ businesses. Implemented targeted outbound campaigns using Linked Helper and Freshsales. Effectively transferred warm leads, achieving 100% target with 120 demos scheduled in a quarter.

• Tracked all customer contacts and transactions, including the specifics of questions, concerns, and remarks, as well as any subsequent actions
• Reviewed insurance policy conditions to assess coverage for specific losses. Ensured necessary adjustments were made to address consumer concerns.
• Identified the cost of the desired services. Maintained customer satisfaction with forward- thinking strategies focused on addressing customer needs and resolving concerns.
• Sought ways to improve processes and services provided. Exhibited high energy and professionalism when dealing with clients