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billy_ceasar0

Billy Ceasar

@billy_ceasar0

CRM Migration and Automation Specialist Data Cleanup CRM Setup

Estados Unidos
Inglês, Espanhol, Francês
Algumas informações são exibidas no idioma inglês.
Sobre mim
Hi, I am Billy, I help businesses organize and migrate their CRM systems so sales teams can work with clearer pipelines, and reliable processes. My expertise covers CRM migration, data cleanup, pipeline setup, workflow automation, integrations, reporting, and system optimization. I focus on accuracy, structured execution, and minimal disruption. I also document key changes so your team can manage the system confidently after delivery. Whether you are moving platforms, fixing a messy CRM, or improving an existing setup, I deliver practical solutions built around your business goals.... Saiba mais

Habilidades

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billy_ceasar0
Billy Ceasar
offline • 

Conheça meus serviços

Gerenciamento de CRM
I will migrate pipedrive freshsales CRM data cleanup pipelines automation CRM setup
A partir deUS$ 20 /projetoMais detalhes
Gerenciamento de CRM
I will setup hubspot salesforce sales pipelines deals workflow automation integration
A partir deUS$ 20 /projetoMais detalhes

Portfólio

Experiência profissional

Fiverr

CRM automation Specialist

Fiverr • Freelance

Apr 2024 - Present • 2 yrs 6 mos

I am a freelance CRM Automation Specialist with experience helping businesses organize, optimize, and automate their sales processes. I work with CRM platforms to create efficient systems for managing leads, contacts, sales opportunities, pipelines, and customer information. My experience includes CRM setup and configuration, data migration, data cleanup, sales pipeline development, lead management, workflow automation, and third-party integrations. I focus on creating CRM systems that are structured, easy to manage, and aligned with each business's sales process. I have worked with CRM platforms such as Pipedrive, Freshsales, Agile CRM, Apptivo, HubSpot, and Salesforce. My work involves configuring pipelines and stages, organizing CRM records, setting up automated workflows, creating lead and contact management processes, and connecting CRM systems with other business tools where required. I also assist with migrating existing CRM data while maintaining proper organization and accuracy. Before and after migration, I help clean and structure records to make the CRM easier to use and maintain. My approach is centered on understanding the client's workflow and then building a CRM system that supports their day-to-day sales activities. Whether the requirement is a new CRM setup, sales pipeline configuration, data migration, or workflow automation, I aim to deliver a practical and well-organized solution. I continue to develop my CRM automation skills and stay familiar with modern CRM tools, sales processes, and automation techniques to provide reliable solutions for businesses.