Meta Sales CRM — Case Study

01 — Context

Bringing AI to every client engagement.

Meta's global sales organization relied on a patchwork of legacy tools, spreadsheets, and workarounds to manage their pipeline. Context switching and data silos cost thousands of hours per quarter and introduced error into critical revenue processes.

02 — Confidential

The rest of this story is under NDA.

This project is internal to Meta and the work — flows, screens, design system, research artifacts — isn't publicly shareable. I'm happy to walk through the details, decisions, and outcomes 1:1.

What I can share Problem space, my role, scope, and measurable impact — all summarized on this page.

What I can't Screens, flows, internal product names, unreleased features, proprietary data, and design-system internals.

In a portfolio review Reach out and I'll walk you through the work live — process, artifacts, and trade-offs included.

Request a Walkthrough →

02 — Solution

One unified platform. Zero friction between insight and action.

We redesigned the core CRM experience from the ground up — consolidating workflows, surfacing contextual intelligence, and building a design system that could scale across Meta's global sales org.

The new platform reduced tool switching entirely, brought pipeline visibility to every level of leadership, and shipped with an accessible, component-driven design system adopted across 4 internal teams.

03 — Design

The experience

Screen 01

Pipeline Dashboard

A single source of truth for the entire sales pipeline. Real-time data, role-based views, and instant filtering — giving reps and leadership exactly what they need.

Screen 02

Deal Detail View

Everything about a deal in one place — activity timeline, stakeholder map, next actions. Built for speed with keyboard shortcuts and inline editing.

Screen 03

Design System

A component library built for scale — tokens, patterns, and documentation that enabled 4 internal teams to ship consistently across the platform.

03 — Impact

Results that moved the needle

75% More efficient client engagement logging

6K+ Daily active users

83% More client video engagements via AI

53% Faster search task completion

MetaSales CRM

Bringing AI to every client engagement.

The rest of this story is under NDA.

Results that moved the needle

Meta
Sales CRM