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Prerna Gupta

@prernagupta3

Sales Operations Lead at CAI Software, harmonising Salesforce and HubSpot across three business segments.

At CAI Software, I lead Sales Operations workstreams for the One CAI transition across three business segments. I’m aligning Salesforce and HubSpot pipeline stages, forecast categories, and revenue fields to support consistent processes and consolidated reporting.

I build executive reporting across CRM, ERP, and business platforms, including LMV, OffsetARR, NetLMV, and ACVe. I also manage Universal Pricing Tool updates and identified regional pricing misalignments, resolving EMEA undercharging.

Earlier, at ProductSquads Technolabs, I led Salesforce implementation activities for 3E Company, including configuration, automation, and security model design. At iBASEt India Software, I partnered with Sales Operations on Deal Desk activities, territory strategy, pipeline management, and revenue reporting.

Experience

Work history, roles, and key accomplishments

Current

Sales Operations Lead

Current

CAI Software

Nov 2024 - Present (2 years)

Lead and coordinate Sales Operations workstreams across three global business segments in the One CAI transition, partnering with Sales leadership, Finance, IT, Product and Marketing. Drive CRM harmonisation across Salesforce and HubSpot, and support system enhancement programmes including commission release logic and UPT-to-Salesforce migration.

Salesforce HubSpot NetSuite Gong SalesLoft DemandBase ZoomInfo Cognism Marketo CRM Strategy Data Governance Deal Desk Executive Reporting Process Design Change Management

Lead Salesforce Administrator

ProductSquads Technolabs

Apr 2024 - Oct 2024 (6 months)

Led Salesforce implementation activities including configuration, process automation, approval processes and security model design, aligned with client business requirements. Designed and delivered user onboarding and training, and developed reports, dashboards, data governance controls and operational documentation.

Salesforce Configuration Process Automation Approval Processes Security Model User Training Reports Dashboarding Data Governance

Senior Sales Operations Specialist

iBASEt India Software Pvt. Ltd.

Jan 2017 - Mar 2024 (7 years 2 months)

Partnered with the VP of Sales Operations on Deal Desk activities, territory strategy, pipeline management and revenue reporting, supporting Sales and BDR teams across a distributed organisation. Served as CRM Champion and internal trainer, delivering recurring Salesforce enablement and reinforcing consistent platform use and sales process execution.

Salesforce Deal Desk Territory Management Pipeline Management Revenue Reporting Sales Enablement Training GTM Technology Lead To Close Workflow Reports Dashboarding

Sales Support Analyst

S&P Global Market Intelligence

Aug 2013 - Dec 2016 (3 years 4 months)

Maintained Salesforce data quality across multi-million-record datasets, identifying and resolving gaps in Lead, Contact, Account and Opportunity records to support marketing campaigns and sales outreach. Supported CRM process improvement and quality control initiatives, trained new team members and maintained process documentation.

Salesforce Data Quality CRM Process Improvement Training Documentation

Quality Analyst

Vodafone West Ltd.

May 2008 - Aug 2013 (5 years 3 months)

Audited customer and agent interactions, reported quality performance and delivered structured coaching to improve team performance and customer experience. Conducted root-cause and gap analysis, supported process improvements and designed certification training for customer-facing associates.

Quality Assurance Audit Coaching Root Cause Analysis Process Improvement Training