Purpose of this website
This personal website serves as a platform to showcase various use cases and solutions I’ve developed, with a strong focus on leveraging CRM data—especially from the Salesforce platform—for AI-driven decision-making.
With deep expertise in CRM data and a comprehensive understanding of the Salesforce ecosystem, I help businesses define solution strategies that integrate CRM and external data to build AI agents and data intelligence capabilities. My goal is to demonstrate how organizations can unlock the full potential of their data to drive smarter, actionable business decisions.
About Me:
Results-driven CRM Solution Architect & AI Consultant with 20 years of experience in designing, implementing, and optimizing enterprise CRM solutions. Expertise in Salesforce, SAP and Analytic tools bridging the gap between business and technology. Proven track record of leading digital transformation, customer experience (CX) strategies, and operational efficiencies across industries, including Automotive, Education, Pharma and Insurance in terms of data object model, solution design and reporting.
📱 +46 705409044
📧banerjee.pradip@crmtoai.com
Core Competencies:
Defining CRM Strategy & Implementation
Possesses deep knowledge of key platforms (e.g.,
Salesforce, AWS) to tailor solutions that maximize platform capabilities.
Defining Business Process Optimizations for better Customer Experience (CX) Enhancements
Enables continuous integration and delivery pipelines, infrastructure as code, and automated testing to streamline development lifecycle.
Defines and implements robust integration strategies using APIs, middleware, and messaging platforms for seamless system connectivity.
Governing data Models & data structures to ensure integrity, consistency, and performance across systems and platforms.
AI & Automation in CRM
Agile & Digital Transformation
Stakeholder Management & Leadership
Business Impacts Highlights :
Reduced quote creation time by 70%, enabling sales teams to focus on closing deals rather than administrative tasks for a global EdTech provider.
Increased customer retention by 40% through an effective post-sales service strategy by infusing service data within Sales Cloud for one of the largest automotive dealers in Singapore.
Accelerated lead conversion by 60% by implementing AI-driven lead scoring and personalized customer engagement for a top-tier financial institution.
Optimized field service operations, reducing service response times by 50%, leading to a 35% increase in first-time resolution for a leading telecom provider in APAC.
Delivered $5M+ in annual cost savings by consolidating disparate CRM platforms into a single, unified system for a Fortune 500 pharma company.
Reduced project delivery time by 45% through Agile methodologies and automated CI/CD pipelines in CRM implementations across 15+ global projects.