
Summy D
Level 1
I fix the systems that keep you up at night
Habilidades

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Experiência profissional
Zoho CRM & Analytics Reporting Consultant
InsightBridge Systems
Jan 2026 - Present • 7 mos
I implemented advanced reporting for Zoho CRM using Zoho Analytics, giving leadership real-time visibility into sales performance, lead sources, and conversion rates. I rebuilt CRM reports, dashboards, and KPIs while ensuring customer relationship management data accuracy and consistency across teams. #ZohoCRM #ZohoAnalytics #CustomerRelationshipManagement #CRMReporting #ZohoDashboards #CRMAnalytics #ZohoCRMExpert #CRMCustomization #CRMOptimization #CRMImplementation #CRMSetup #CRMStrategy #CRMDataManagement #CRMDataCleanup #BusinessAutomation #CRMIntegration #APIIntegration #ZohoFlow #ZohoConsultant #ZohoDeveloper #ZohoPlatform #ZohoSolutions #B2BCRM #SalesAutomation #LeadManagement #DealPipeline #CRMAdmin #CRMDeveloper #ZohoOne #ZohoBooks #ZohoDesk #ZohoCampaigns #ZohoProjects #CleanData #ScalableCRM #CRMSystem #CRMBestPractices #CustomerLifecycle #ZohoSpecialist #CRMPerformance #CRMExpert #AnalyticsConsultant
Zoho CRM Enterprise Optimization & Recovery Specialist
North America Corporate Systems
Feb 2025 - Present • 1 yr 6 mos
Conducted deep enterprise CRM audit and system recovery. Rebuilt broken workflows, redesigned module structures, implemented blueprint governance, and improved system adoption. #ZohoCRM #ZohoSystemAudit #ZohoSystemRebuild #ZohoAutomation #ZohoWorkflow #ZohoBlueprint #ZohoCRMImplementation #ZohoCRMExpert #ZohoIntegration #ZohoAPI #ZohoDeluge #ZohoConsultant #ZohoDeveloper #ZohoAdministrator #CRMOptimization #EnterpriseCRM #ZohoCustomization #ZohoFlow #BusinessAutomation #RevenueOperations #CRMArchitecture #DigitalTransformation #ProcessAutomation #ZohoOne #ZohoProjects #ScalableCRM #customerrelationshipmanagement #SystemRecovery #AutomationOptimization #CRMStrategy
Zoho CRM Custom Dashboard & KPI Consultant
InsightStack Analytics • Freelance
Nov 2025 - Dec 2025 • 1 mo
Designed custom Zoho CRM dashboards and KPIs for sales leaders tired of unreliable reports. Built real-time visibility into pipeline, activity, conversions, and performance metrics aligned with actual business goals. #ZohoCRM #CRMReporting #ZohoDashboards #SalesKPIs #ZohoAnalytics #BusinessIntelligence #ZohoConsultant #ZohoExpert #DataVisualization #CRMInsights #ZohoOne #PerformanceTracking #AutomationExpert #CRMOptimization #ExecutiveReports #ZohoAdmin #SalesAnalytics #ProcessClarity #BusinessSystems #CRMSetup #ZohoSolutions #DataDriven #WorkflowAutomation #RevenueInsights #SaaSAnalytics
15 Avaliações
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Ordenar por

waltersolution

Estados Unidos
Exellent experience working with summy. She setup my zoho crm, uploaded the contacts,configured email sequences and automated key workflows exactly as i requested. Communication was great. everything was delivered on time nd the results exceeded my expectations. Highly recomended for any zoho project.

Resposta do freelancer

thecrochetchic

Estados Unidos
Great experience working together! The email flow for my newsletter sign-up was delivered on time, communication was excellent throughout the project, and the final result was exactly what I was looking for. Very happy with the outcome and would highly recommend Summy :)
Resposta do freelancer
gravitykgm

Bermudas
She’s now my go to for my business, as long as she allows!
Resposta do freelancer
gravitykgm

Bermudas
A pleasure to work with and will be using in the future! :)
Resposta do freelancer

kindinis

Chipre
Resposta do freelancer
