w
william_willson

William

@william_willson

CRM Automation Data Migration Email Marketing Integration Expert

Nigeria
English, German, Spanish, French, Danish, Italian, Dutch, Arabic
About me
I’m a CRM automation and marketing systems expert with proven experience, focused on building efficient workflows, email marketing campaigns, and integrations across platforms. I support businesses and agencies in turning scattered tools into organized, automated systems by setting up CRMs like Salesforce, Pipedrive, Monday, Zoho, and Salesmate, and marketing tools like Klaviyo, Mailchimp, Mautic, and Systeme.io. If it’s fixing broken workflows, migrating CRM data, or building fully automated pipelines, every project is delivered with clean structure, automation logic, and reliable performance... Read more

Skills

w
william_willson
William
Offline • 
Average response time: 1 hour

See my services

Project Management Software
I will setup monday crm automation workflows make trello asana notion clickup expert
From$50 / projectMore details
CRM Management
I will setup pipedrive crm monday com dubsado jobber zoho gorgias zendesk freshsale crm
From$50 / projectMore details

Portfolio

Work experience

BrightView

CRM Data Migration Specialist | Platform Transition Project

BrightView • Freelance

Mar 2026 - Mar 2026 • 0 mos

I handled a CRM data migration project where a client needed to move from Freshworks to Salesforce. The work involved cleaning and organizing existing data, mapping fields between both systems, and ensuring accurate transfer of contacts, deals, and activity records without data loss. My focus was on delivering a smooth transition with minimal disruption to the client’s operations. This project highlights my experience in data migration, system restructuring, data validation, and maintaining consistency across CRM platforms.

CRM Automation Specialist | Sales Process Optimization System

BrightPath Consulting LLC • Freelance

Jun 2024 - Jun 2024 • 0 mos

I worked on optimizing a client’s sales process by restructuring their CRM system using Pipedrive and Zoho. The project involved cleaning up disorganized pipelines, setting up lead tracking stages, and fixing broken automation workflows that were affecting follow-ups and task assignments. I also integrated the CRM with other tools to ensure smooth data flow across their operations. My role focused on turning an inefficient setup into a structured system that improved visibility and reduced manual work. The project highlights my experience in CRM workflow design, automation troubleshooting, system integration, and building practical solutions that support daily business operations.