r
rick__ross

Ricky

@rick__ross

CRM Expert

Nigeria
English
About me
Hello! Welcome to my profile. I am a certified CRM Specialist and Automation Expert with over 6 years of experience helping businesses streamline their sales pipelines. I specialize in setting up, integrating, and automating CRM platforms like HubSpot, Zoho, and Salesforce to maximize efficiency and drive revenue. I pride myself on clear communication, data accuracy, and building systems that actually scale with your growth. Let’s collaborate to optimize your business operations!... Read more

Skills

r
rick__ross
Ricky
Offline • 

See my services

CRM Management
I will hubspot zoho crm monday pipedrive zendesk freshdesk quickbooks
From$50 / projectMore details

Work experience

Freelancer.com

CRM & Workflow Automation Specialist

Freelancer.com • Self-employed

Jan 2022 - Present • 4 yrs 5 mos

Operate as an independent consultant specializing in end-to-end CRM implementation, multi-platform integrations, and business process automation for SMBs and scaling agencies. Key Achievements & Responsibilities: • Successfully architected and deployed customized sales pipelines and customer support ticketing workflows across platforms including HubSpot, Zoho, Salesforce, and Zendesk. • Designed and implemented automated data syncing between front-end CRMs and back-end accounting software like QuickBooks, reducing manual data entry by up to 40%. • Managed complex data migration projects, securely transferring thousands of client leads, deals, and historical communication logs between competing CRM environments with zero data loss. • Standardized operational workflows using project management tools (Monday.com, ClickUp) to help clients track cross-departmental KPIs and team productivity.