v
vidaa_d

D VINE

@vidaa_d

CRM Automation Specialist

United States
English, French
About me
A CRM only creates value when your team knows how to use it. My goal is to help you stay organized, improve follow ups, eliminate manual tasks, and close more deals by onboarding CRM software with a clear, organized system built around their sales process companies and service based businesses. From account configuration and pipeline setup to contacts, activities, workflows, and team guidance, I make the transition into simple and practical CRM. Whether you're starting fresh or moving from spreadsheets or another CRM to a new one, I'll help you get organized, confident, and ready to sell. ... Read more

Skills

v
vidaa_d
D VINE
Offline • 
Average response time: 1 hour

See my services

CRM Management
I will deliver expert pipedrive CRM setup
From$15 / projectMore details
CRM Management
I will deliver expert honeybook CRM setup
From$15 / projectMore details

Work experience

Pipedrive CRM & Automation Specialist

Private Site • Freelance

Mar 2023 - Present • 3 yrs 6 mos

Responsibilities: Configure and customize Pipedrive CRM for service based businesses. Design sales pipelines tailored to different business workflows. Set up custom fields, contacts, organizations, and deal stages. Build lead management and follow up systems. Create workflow automation to reduce manual tasks. Integrate Pipedrive with third party tools such as Zapier, Make, HubSpot, and Zoho CRM. Optimize CRM processes to improve sales efficiency and customer relationship management. Provide CRM consultation, implementation, and user guidance.