🕒 2024 | Commonwealth Care Alliance
🎯 Executive Summary:
Engineered an enterprise-grade digital architecture by bridging the gap between frontend web properties and backend CRM operations. Focused heavily on data pipeline integrity and page speed optimization to protect the user journey during deep systems synchronization.
🛑 The Challenge:
High-friction user transitions and delayed lead attribution caused by disjointed data handoffs between public-facing web assets and backend enterprise systems. This fragmentation resulted in data drops, unoptimized page speeds due to heavy tracking-script inflation, and a complete lack of real-time visibility into the sales pipeline.
🛠️ The Strategy:
- Architected bidirectional data synchronization by mapping web form behaviors directly into core Salesforce objects without data loss.
- Mitigated tracking script latency by implementing asynchronous script loading to prevent enterprise tracking pixels from slowing page load times.
- Automated lifecycle lead routing through backend workflows that segmented and routed incoming web leads to appropriate organizational tiers.
- Hardened frontend form security by updating web capture infrastructure to meet enterprise security protocols while maintaining a clean user experience.
⭐️ The Impact:
✅ Improved data accuracy and lead management through real-time CRM updates.
✅ Enhanced user experience and engagement with optimized forms and automation.
✅ Strengthened website security and performance through proactive updates.
🛠 Tools & Skills Used:
Gravity Forms | Gravity Forms Salesforce Pro | Salesforce | API Integration | CRM Automation | Web Security