
Pierre Victor
CRM Integration Automation Specialist Workflows Pipelines Data Sync
Competenze

Consulta i miei servizi


Portfolio
Esperienza lavorativa
CRM & Marketing Automation Specialist
Fiverr • Freelance
Apr 2026 - Present • 6 mos
I work as a freelance CRM and marketing automation specialist, helping businesses build organized customer management systems, streamline sales processes, and automate email marketing and lead nurturing workflows. My experience includes CRM implementation, sales pipeline setup, lead management, email automation, workflow development, data organization, and third-party integrations. I have worked with CRM and marketing platforms including Zoho CRM, Salesforce, HubSpot, Keap, ActiveCampaign, and Copper CRM. I help businesses configure these platforms around their specific sales and marketing processes, creating structured pipelines, custom fields, lead stages, automated follow-ups, task assignments, notifications, and customer communication workflows. My CRM automation experience includes building email sequences, lead nurturing campaigns, follow-up workflows, contact segmentation, automated lead assignments, pipeline automations, and campaign triggers. I also help businesses connect CRM platforms with email marketing tools and other applications so that customer information and sales activities can move efficiently between systems. I have experience setting up and optimizing sales pipelines from initial lead capture through qualification, follow-up, opportunity management, and conversion. I focus on creating workflows that reduce repetitive manual tasks while giving sales and marketing teams better visibility into their leads and customer interactions. I also assist with CRM integrations and migrations, including connecting platforms such as HubSpot, Salesforce, Copper, Zoho, Keap, and ActiveCampaign according to project requirements. My process involves understanding the existing workflow, identifying areas for improvement, configuring the appropriate CRM features, testing automations, and ensuring the final system is practical and easy to manage.