OpsPal
Salesforce

Salesforce activity hygiene and call logging

Mislogged call types and stale activities made pipeline reviews unreliable for leadership. We corrected the activity data and added weekly hygiene reporting so leadership could trust what the pipeline showed.

Challenge

Mislogged call types and stale activities made pipeline reviews unreliable for leadership.

Approach

We built Apex automation to correct mislogged calls and added weekly hygiene reports covering leads, follow-up, and deal movement.

Solution

With mislogged calls corrected automatically and weekly hygiene reporting in place, the sales org worked from cleaner activity data and leadership had pipeline reviews they could trust.

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