I help businesses set up, organize, and optimize CRM and customer success systems to improve sales, client management, retention, and daily workflows. I work with Planhat, Gainsight, ChurnZero, Vitally, Totango, ClientSuccess, Custify, Catalyst, Folk, Attio, Dex CRM, NetHunt, Streak, Salesflare, Twenty CRM, Ploomes, Kylas, Striven, LiveAgent, Meritto, and other modern CRM platforms.
My services include CRM setup, pipeline configuration, customer success management, data organization, workflow automation, lead management, client onboarding, reporting, integrations, and process optimization. ... Saiba mais