
Samuel
CRM Systems Consultant and Workflow Automation
Competenze

Esperienza lavorativa
CRM Implementation Specialist
Clearview Social
Jan 2023 - Jun 2025 • 2 yrs 5 mos
Engaged by Clearview Digital Ltd, a UK-based digital marketing consultancy, to implement and configure CRM systems for their SME client base. Delivered end-to-end HubSpot and Pipedrive setups including contact segmentation, deal stage configuration, and automated follow-up sequences. Integrated Zapier workflows to connect CRM platforms with third-party tools, improving data flow and reducing manual input across sales teams.
CRM & Sales Automation Specialist
Pinnacle Health Products
Jan 2024 - Aug 2024 • 7 mos
Partnered with Pinnacle Growth Agency, a UK-based B2B growth consultancy, to build outbound prospecting and CRM systems for their SaaS clients. Configured Apollo.io sequences and Clay enrichment workflows to support targeted outreach campaigns. Set up Pipedrive CRM environments with custom fields and automated task triggers, enabling sales teams to manage pipelines more efficiently and follow up with high-intent leads promptly.