Sara
Top Rated
CRM Strategy, Automation Architect, Pipedrive Expert
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150 USD
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Esperienza lavorativa
Mktsolutionspro
Fiverr • Full time
Dec 2017 - Present • 8 yrs 10 mos
CRM Specialist & Automation Strategist | 8+ Years Experience Expert in architecting high-converting CRM systems and automated workflows for global firms in Finance, Real Estate, and Law. I specialize in Pipedrive implementation, streamlining sales pipelines, and building complex integrations using Zapier, Make, and n8n. By aligning data segmentation with customer journey mapping, I’ve helped businesses increase conversion rates by up to 30% and eliminate manual bottlenecks through custom reporting and team training.
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Valutazione dettagliata
- Livello di comunicazione del venditore
- Qualità della consegna
- Valore della consegna
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josh_budd43

Stati Uniti
Sara is truly an expert in her field. She is also extremely patient and kind working closely through each phase of the project or objective. Highly Recommend.
josh_budd43

Stati Uniti
This call was the initial fact finding - strategic discussion. Sara is an expert.

weitzeld

Stati Uniti
Fourth and final phase with Sara, and she finished the way she started — thorough, patient, and genuinely invested in getting it right. She documented our entire system in a polished runbook, then walked me through activating and testing every automation live on a call, catching and fixing issues on...

weitzeld

Stati Uniti
Third phase with Sara and the quality hasn't dipped once. She rebuilt our CRM field structure and document automation, tested everything before asking us to sign off, and flagged issues proactively before they became problems. Communication is fast, clear, and patient with plain-English explanations. Already moving to the next phase with her.
Risposta del venditore

weitzeld

Stati Uniti
Phase 2 of our ongoing Pipedrive build, delivered cleanly. Sara set up our lead capture system, the website chatbot and web form, with smart routing that automatically sends buyers and sellers into the right pipeline. Clear communication throughout and she walked me through everything via video.




