
J. McEvoy
Zoho CRM Automation and Integration Specialist
Skills

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Portfolio
Work experience
Support Technician/Consultant
Monread CRM • Full-time
Aug 2022 - Jan 2026 • 3 yrs 5 mos
Responded to support tickets and customer calls, troubleshooting issues and providing solutions. Designed and developed custom business applications tailored to individual customers’ business processes and requirements. Conducted consultancy and requirements-gathering meetings to identify process issues, understand business requirements, and discuss potential solutions and projects. Designed and implemented custom functions and workflows to streamline data entry, automate business processes, and improve data validation and verification. Created user training documentation and delivered end-user training for implemented solutions and system changes. Built custom dashboards and reports to provide advanced business, operational, and sales insights. Prepared, cleansed, and structured data spreadsheets for CRM migration, then imported data into the CRM system.