
Frank Davies
Building Revenue Engines With CRM Data And Strategy
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Experiência profissional
CRM Automation Data Systems and Business Strategy Specialist
Fiverr • Freelance
Jun 2023 - Present • 2 yrs 11 mos
Worked with startups, service businesses, and growing companies to build CRM systems, email marketing automation, data migration processes, and business plans designed to improve lead conversion, operational clarity, and revenue performance. Focused on building systems that ensure every lead is captured, tracked, and moved through a defined process with clear visibility and control. CORE AREAS OF EXECUTION • CRM setup, restructuring, and performance optimization • Lead capture systems across websites, funnels, and forms • Sales pipeline design with clear deal stages and tracking logic • Email marketing automation for consistent communication and conversion • Data migration, cleanup, and synchronization across platforms • Business plan development for funding, operations, and growth strategy KEY RESPONSIBILITIES • Built CRM systems that track leads from entry point to closed deal • Designed pipelines that reflect real sales processes and improve deal visibility • Implemented automation workflows for lead assignment, follow-up • Fixed broken workflows, automation gaps, and system inconsistencies • Managed data migration projects ensuring accurate transfer and structure • Set up email sequences that maintain consistent engagement with leads • Connected CRM systems with tools using Zapier, Make, and API integrations • Structured reporting dashboards for pipeline, conversion • Developed business plans with clear financials, market positioning, and growth direction • Tested systems to ensure reliability, accuracy, and consistent performance PLATFORMS AND TOOLS HubSpot, GoHighLevel, Zoho CRM, Salesforce, Pipedrive, Monday com, ClickUp, Airtable, ActiveCampaign, Mailchimp, Klaviyo, Zapier, Make, Webflow, Shopify, Google Workspace, and API integrations RESULTS AND IMPACT • Increased lead conversion through structured pipeline systems • Reduced lead loss caused by poor tracking or broken workflows • Improved data accuracy across CRM and marketing platforms