Account research & outbound, rebuilt with Claude
An enterprise territory of 500+ accounts across Korea's conglomerate affiliates cannot be covered with manual research. Each account took hours of reading disclosures, news, and org changes before a single credible email could be written. Research was the bottleneck of the entire outbound motion.
A Claude-powered system that reads public signals about a target account, produces a structured research brief and strategy report, and drafts personalized outbound (EDM) grounded in that brief. I refined it in production, on my own quota, iterating on the process as it scaled across the territory.
A personal CRM for conglomerate territory
Standard CRM views are built for reporting, not for working a territory where one group means a holding company, dozens of affiliates, and in-group SI relationships. I needed a view of my own pipeline that thinks in groups and whitespace, not in flat account lists.
A personal CRM app, built with Claude, that organizes customer, deal, and contact data around group structures: which affiliates are active, where a first win can expand, and what the next action is for every living opportunity. I use it alongside the corporate CRM every working day.
One seller keeps a full conglomerate territory workable: every affiliate touch, stakeholder, and next step in one place, structured the way group-account selling actually happens.
Tableau curation as a sales motion
Enterprise analytics deals stall when customers cannot picture what good looks like. Feature lists do not move manufacturing and semiconductor stakeholders; concrete, industry-shaped examples do.
A curated Tableau Public program, assembled with Claude, that matches industry-specific visualization examples to each customer conversation: the right dashboard patterns for the right stakeholder at the right stage. Used in real field enablement sessions.
Workshops and on-site sessions start from concrete pictures instead of abstractions, and technical evaluation conversations reach use-case agreement faster.
