Dorcas D

Zoho CRM & Automation Specialist (Remote)

Mar 2022 - Present • 4 yrs 3 mos

I design and implement fully customized Zoho CRM systems tailored specifically for agencies, consultants, and service based businesses that need structure, clarity, and scalability in their operations. My approach goes beyond basic setup. I build complete business systems that align with how you generate leads, manage clients, and close deals. By leveraging Zoho Flow, I create end to end automation that removes repetitive manual tasks, streamlines communication, and ensures your workflows run smoothly without constant supervision. I also integrate key Zoho applications such as Zoho Books, Zoho People, and Zoho Recruit into a single, connected ecosystem, allowing your business to operate efficiently across finance, HR, and recruitment without data silos. To support growth, I develop strategic lead generation and nurturing pipelines that guide prospects through every stage of your sales process, helping you improve engagement and significantly increase conversion rates. In addition, I build advanced dashboards and reporting systems using Zoho Analytics, giving you real-time insights into your performance so you can make smarter, data-driven decisions. My goal is not just to set up your system, but to continuously optimize it as your business evolves. ensuring it remains efficient, scalable, and aligned with your long term growth.

CRM & Workflow Automation Consultant (Remote)

Jan 2021 - Feb 2022 • 1 yr 1 mo

I worked remotely with a US based digital agency, supporting service businesses and consulting firms in restructuring their CRM systems and optimizing workflows for better performance. My role focused on transforming disorganized Zoho setups into efficient, revenue driven systems tailored to each client’s operations. I conducted in depth audits of existing CRM environments, identified inefficiencies, and implemented strategic improvements that enhanced usability, automation, and overall business flow. I designed and automated key processes including client onboarding, lead follow ups, and internal task management, reducing manual workload and improving response times. By collaborating closely with marketing and sales teams, I helped align CRM structures with customer journeys, ensuring accurate lead tracking and higher conversion rates. My contributions enabled businesses to gain better control over their data, streamline operations, and scale with confidence through automation and smart system design.

Business Systems Assistant (Remote)

May 2020 - Aug 2021 • 1 yr 3 mos

I worked remotely with a US based small business solutions firm, supporting the setup and organization of CRM systems for service based clients. My role focused on maintaining accurate customer data, improving system structure, and ensuring businesses had a solid foundation for managing their operations. I assisted in configuring workflows and basic automation processes, helping clients reduce manual tasks and improve overall efficiency. I was responsible for organizing and maintaining customer databases, ensuring data accuracy and consistency across systems, which allowed teams to make better decisions and improve client communication. I also supported the transition of businesses from manual, time consuming processes to more streamlined and automated systems, making it easier for them to manage leads, clients, and internal operations. This experience helped me develop a strong understanding of business systems, automation fundamentals, and the importance of clean, structured CRM environments for long term growth.