
Joseph
Zoho and sales expert
Competenze

Consulta i miei servizi


Portfolio
Esperienza lavorativa
Zoho CRM Consultant & Integration Specialist
ComEd • Freelance
Jan 2025 - May 2026 • 1 yr 4 mos
Successfully implemented end-to-end Zoho CRM setup and configuration for multiple clients, customizing modules, pipelines, fields, and user permissions to align with specific business processes. Developed seamless integration between Zoho website and Zoho CRM, enabling real-time lead capture, automatic data synchronization, and two-way information flow. Designed and deployed powerful Automation workflows including lead scoring, auto-assignment, email sequences, task reminders, and notification systems, significantly reducing manual work. Built advanced form-to-CRM integration that automatically converts website visitors into qualified leads in Zoho CRM without manual data entry. Optimized client sales and marketing processes through strategic Zoho CRM Automation and integration, resulting in faster lead response times, improved data accuracy, and higher conversion rates. Provided post-implementation training and support to client teams on Zoho CRM usage, reporting, and ongoing Automation management.