
Ricky
CRM Expert
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Esperienza lavorativa
CRM & Workflow Automation Specialist
Freelancer.com • Lavoratore autonomo
Jan 2022 - Present • 4 yrs 5 mos
Operate as an independent consultant specializing in end-to-end CRM implementation, multi-platform integrations, and business process automation for SMBs and scaling agencies. Key Achievements & Responsibilities: • Successfully architected and deployed customized sales pipelines and customer support ticketing workflows across platforms including HubSpot, Zoho, Salesforce, and Zendesk. • Designed and implemented automated data syncing between front-end CRMs and back-end accounting software like QuickBooks, reducing manual data entry by up to 40%. • Managed complex data migration projects, securely transferring thousands of client leads, deals, and historical communication logs between competing CRM environments with zero data loss. • Standardized operational workflows using project management tools (Monday.com, ClickUp) to help clients track cross-departmental KPIs and team productivity.