Sales Systems & CRM Specialist
I specialize in managing and improving the systems that support a company’s sales and customer operations. My primary area of expertise is Pipedrive, where I manage CRM data, pipelines, deal stages, activities, customer records, and day-to-day system organization to keep information accurate, structured, and up to date.
I’m also experienced in working with the tools that connect the sales process together, including websites, landing pages, forms, scheduling platforms, Google Workspace, and Zapier. While I’m not a website designer or developer, I’m comfortable working within these platforms to update content and information, manage forms and submissions, maintain pages, troubleshoot basic issues, and ensure the information flowing into the CRM is accurate and organized.
A big part of my work involves understanding how different tools work together and making sure the processes between them run smoothly. I use Zapier and other automation tools to connect systems, transfer information, trigger notifications, and reduce repetitive administrative tasks.
I’m particularly strong at taking an existing sales process and making sure the systems supporting it are properly maintained and organized. I pay close attention to details, understand how sales teams actually use their CRM, and look for opportunities to improve workflows, data accuracy, and overall efficiency.
I’m not focused on building or designing websites from scratch. My strength is knowing how to operate, maintain, organize, and connect the tools a business is already using with Pipedrive at the center of the sales system.
At the -----------nt, I’m not looking to take on full-time clients. My preference is to come in, understand the existing setup, make the necessary updates and improvements, and help get everything organized and running smoothly. From there, if ongoing support would be valuable, I’d be happy to discuss a flexible retainer arrangement that works comfortably for both sides.
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