Susan

Zoho CRM & Business Automation Specialist

Oct 2026 - Present • 1 mo

I specialize in helping businesses streamline their operations through CRM implementation, business automation, and software integrations. My expertise includes Zoho CRM setup and customization, Zoho One configuration, workflow automation, data migration, Deluge scripting, API integrations, and reporting dashboards using Zoho Analytics. I also work with platforms such as HubSpot, GoHighLevel, Pipedrive, Monday CRM, and Salesforce to improve customer relationship management and automate repetitive business processes. My responsibilities include configuring CRM systems, optimizing sales pipelines, building automated workflows, integrating third-party applications through Zapier and Make, and helping businesses organize their data for better visibility and efficiency. I focus on delivering personalized solutions that reduce manual tasks, improve operational workflows, and support business growth.

Zoho CRM Setup for HV Health & Safety

Jan 2026 - Mar 2026 • 2 mos

At HV Health and Safety, I worked on configuring and optimizing Zoho CRM to support business operations, streamline processes, and improve workflow efficiency. My role involved setting up the CRM to align with the organization’s operational needs, ensuring that customer and business processes were structured, organized, and easier to manage. I configured automated workflows to reduce repetitive manual tasks, improve process consistency, and support timely notifications and follow-ups. I also developed and configured Zoho CRM Blueprints to establish structured processes, guide users through defined stages, and ensure that business activities followed the appropriate steps and conditions. I also used Zoho Flow to configure automation and connect business processes, improving coordination between systems and reducing manual intervention. My responsibilities also included CRM setup and customization to ensure the system was properly organized and aligned with the company’s requirements. This experience strengthened my expertise in Zoho CRM implementation, workflow automation, Blueprint configuration, and Zoho Flow. My focus was on creating a more structured and efficient CRM environment that supports smoother operations, consistent processes, and better business management.