
David Anthony
CRM Automation Specialist HubSpot GoHighLevel Workflows Lead Systems
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Experiência profissional
CRM & Sales Automation Specialist
Fiverr • Freelance
Nov 2024 - Present • 1 yr 11 mos
I specialize in helping businesses streamline their sales operations by implementing CRM systems, workflow automation, and lead management solutions. My work focuses on setting up and customizing platforms such as HubSpot CRM, Zoho CRM, Capsule CRM, and SAP Sales Cloud to improve customer relationship management, sales pipeline visibility, and team productivity. My expertise includes configuring CRM properties, pipelines, deal stages, and contact management systems, as well as creating automated workflows that reduce manual tasks and improve follow-up efficiency. I also integrate third-party applications using Zapier to connect business tools, automate data transfer, and create seamless workflows across multiple platforms. Key Responsibilities Configure and customize HubSpot CRM for sales teams and lead management. Set up Capsule CRM with automated workflows and sales process optimization. Implement Zoho CRM pipelines, contact management, and reporting dashboards. Configure SAP Sales Cloud processes and CRM setup. Build Zapier integrations to automate business workflows. Create lead tracking systems and sales automation workflows. Optimize CRM data organization, reporting, and dashboard creation. Improve customer onboarding and follow-up processes through automation. Core Skills HubSpot CRM Setup & Customization Zoho CRM Configuration Capsule CRM Implementation SAP Sales Cloud Setup Zapier Automation Sales Pipeline Management Lead Tracking & Workflow Automation CRM Reporting & Dashboards Business Process Optimization Contact & Deal Management