
marvellous
CRM Automation and Setup
Skills

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Werkervaring
CRM Automation Specialist
Freelancer.com
May 2018 - Present • 8 yrs 3 mos
Worked as a freelance CRM Automation Specialist, helping businesses organize customer data, streamline sales processes, and automate repetitive tasks. Configured and customized CRM pipelines for different business workflows. Built automated lead follow-ups, task assignments, notifications, and email sequences. Created workflow automation using triggers, actions, conditions, and customer segmentation. Integrated CRM systems with forms, calendars, email platforms, and other business tools. Organized contacts, custom fields, tags, and opportunity stages. Developed client onboarding and lead nurturing workflows. Optimized CRM processes to reduce manual work and improve lead management. Created structured reporting systems for monitoring sales activity and opportunities.