
Israel Jones
Freshsales Freshworks CRM Setup, Automation, Pipelines
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Esperienza lavorativa
CRM Workflow Automation Specialist
Capgemini SE • Part time
May 2023 - Jun 2025 • 2 yrs 1 mo
I currently provide CRM consulting services focused on Freshsales CRM and Freshworks CRM automation, pipeline optimization, and system integration for businesses and support teams. My work includes configuring CRM environments, building automation workflows, designing sales pipelines, and implementing reporting dashboards. I help organizations optimize their CRM systems by improving workflow efficiency, automating lead management processes, and ensuring accurate data tracking. My approach focuses on building scalable CRM structures, improving system usability, and delivering solutions that enhance sales performance and customer relationship management.
CRM Automation & Sales Systems Consultant
Freshworks Inc. • Part time
Nov 2019 - Oct 2022 • 2 yrs 11 mos
I worked on CRM implementation and automation projects focused on Freshsales CRM and Freshworks CRM systems for startups, agencies, and sales teams. My responsibilities included CRM setup, workflow automation configuration, sales pipeline architecture, and lead management system design. I helped businesses implement structured CRM environments that improved sales tracking, automated repetitive processes, and enhanced customer engagement. My work included configuring pipelines, setting up automation triggers, integrating email systems, and building reporting dashboards that provided visibility into sales performance. I collaborated with teams to align CRM workflows with business goals and ensure scalable CRM systems that supported growth and operational efficiency.