Jerry

CRM Automation Specialist

Upwork • Freelance

Jan 2024 - Present • 2 yrs 7 mos

- Designed and optimized Pipedrive CRM systems for B2B companies to improve sales operations and pipeline visibility. - Built complete sales pipelines with custom stages, fields, lead qualification rules, and lifecycle management. - Created workflow automations using Pipedrive, Zapier, and Make to automate lead assignment, follow-ups, task creation, and notifications. - Cleaned and standardized CRM data to improve reporting accuracy and reduce duplicate records. - Developed executive dashboards and sales reports to track KPIs, conversion rates, pipeline health, and revenue forecasting. - Integrated Pipedrive with Google Sheets, Calendly, Slack, Apollo, LinkedIn Sales Navigator, WordPress, and email marketing platforms. - Performed CRM audits and redesigned inefficient sales processes, resulting in improved team productivity and better sales visibility. - Trained sales teams on CRM best practices, pipeline management, and automation workflows to improve adoption and data consistency. - Collaborated with founders and sales managers to align CRM architecture with business goals and revenue operations. Tools: Pipedrive, Zapier, Make, Google Sheets, Calendly, Slack, Apollo, Looker Studio, WordPress, Klaviyo, ClickUp, LinkedIn Sales Navigator.