
Seyec
CRM Specialist, Automation
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CRM & Automation Specialist
RenderFoot • Freelance
Feb 2024 - Aug 2025 • 1 yr 6 mos
CRM Setup & Customization Learned how to configure CRM fields, pipelines, stages, users, and business processes. Workflow Automation Built automated workflows for repetitive tasks, follow-ups, notifications, and lead management. Lead & Pipeline Management Learned how to organize leads and opportunities into structured sales pipelines for better tracking. CRM Integrations Gained experience connecting CRM platforms with other business tools and keeping information synchronized. Reporting & Dashboard Setup Learned how to create useful dashboards and reports for monitoring sales activity and pipeline performance.