Sunny S

Zoho CRM Data Migration Specialist

NetCore Digital • Freelance

Oct 2025 - Jan 2026 • 3 mos

Led the end-to-end migration of legacy CRM data into Zoho CRM, delivering a seamless transition without business disruption. Conducted detailed data audits, structured field mapping, and validation to ensure 100% data integrity. Reconstructed custom workflows, automations, triggers, and reporting structures to preserve core business logic and operational continuity. Collaborated closely with stakeholders to align the new system with existing processes while improving lead segmentation and data classification accuracy. Performed comprehensive post-migration testing and optimization to ensure performance, reliability, and user adoption, resulting in a stable, scalable CRM environment.

Zoho Creator & Flow Developer

NovaLink Automation • Freelance

Oct 2025 - Dec 2025 • 2 mos

Designed and deployed a custom Zoho Creator application to centralize supplier management and streamline operations. Developed automated workflows using Zoho Flow and integrated the system with Zoho Books to ensure real-time financial tracking, reporting accuracy, and cross-department visibility. Reduced administrative workload by 30% through process automation and structured approval flows. Built automated supplier onboarding and validation processes to improve efficiency and compliance. Integrated financial data for synchronized reporting and improved transparency across teams. Delivered a scalable, low-code solution aligned with long-term business growth and operational efficiency.

Zoho CRM Data Model Consultant

CareBridge Foundation

Nov 2025 - Nov 2025 • 0 mos

Designed robust Zoho CRM data models for nonprofit health programs to ensure data integrity, scalability, and long-term analytical value. Normalized historical datasets to eliminate redundancies and improve accuracy. Implemented repeat-visit tracking workflows to enhance patient follow-up and program continuity. Improved reporting scalability with structured dashboards and optimized data models. Ensured consistent, reliable data through validation and governance standards. Built a future-ready framework to support ongoing research, program evaluation, and expansion initiatives.