
Andrew pat
AUTO DIALER AND SERVER MANAGER
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CRM Manager
Consulting
Aug 2025 - Oct 2025 • 2 mos
Oversee the end-to-end CRM lifecycle, from initial architecture to advanced automation and multi-channel integration. Lead cross-functional teams to align CRM capabilities with business development goals. Architecture & Integration: Designed a unified CRM environment that synced marketing, sales, and client success data, providing a 360-degree view of the customer journey. Process Optimization: Audited and restructured lead-to-cash workflows, removing bottlenecks in the sales pipeline and reducing the average deal cycle by days. AI Implementation: Integrated AI-driven lead scoring and automated sentiment analysis to prioritize high-value prospects for the consulting team. Key Achievements Automated Engagement: Architected a Twilio-powered AI Agent integrated with the CRM that handled 40% of initial client inquiries, resulting in a 25% increase in qualified consultation bookings. Efficiency Gains: Implemented automated workflow triggers that reduced administrative data entry for consultants by 15 hours per week, allowing them to focus on billable client work. Revenue Impact: Optimized lead routing logic and follow-up sequences that directly contributed to a 20% year-over-year increase in conversion rates. User Adoption: Achieved a 95% team adoption rate across the firm through the development of bespoke training modules and a simplified UI/UX layout. Core Expertise Platforms: Salesforce, HubSpot, Twilio Flex, Microsoft Dynamics 365. Skills: API Integrations, SQL/Data Management, Workflow Automation (Zapier/Make), AI Prompt Engineering, Stakeholder Management.