EVELYN

Sales Pipeline & Lead Management Consultant

May 2026 - Present • 5 mos

I help businesses create organized sales processes using CRM platforms. My focus is developing structured sales pipelines that allow teams to track leads, manage opportunities, and improve customer relationships. I configure sales stages, lead management processes, follow-up systems, and CRM workflows to help businesses maintain better visibility throughout their sales journey. My approach focuses on creating practical CRM systems that support sales teams, improve productivity, and provide better reporting on customer interactions. Sales Pipeline Setup, Zoho CRM Sales Pipeline, Lead Management, Sales Automation, CRM Sales Process, Opportunity Management, CRM Dashboard, Sales Tracking, Zoho CRM Consultant, Customer Relationship Management, CRM Workflow.

Zoho CRM Implementation & Data Management Specialist

Apr 2026 - Present • 6 mos

I support businesses with CRM implementation, data organization, and system improvement. My work involves helping organizations move from unstructured customer information into organized CRM environments. I assist with CRM configuration, data management, field customization, module organization, and improving how businesses store and access customer information. I focus on creating clean CRM structures that support better decision-making and smoother business operations. I also help identify workflow challenges and recommend CRM solutions that improve efficiency, customer tracking, and sales management. Zoho CRM Implementation, CRM Data Management, CRM Migration, CRM Configuration, Zoho CRM Customization, CRM Data Cleanup, CRM Organization, Customer Database Management, CRM Setup Services, Zoho CRM Expert, CRM Administrator.

CRM Integration & Business Process Automation Specialist

Mar 2026 - Present • 7 mos

I work on connecting CRM systems with business tools and improving workflows through automation. My focus is helping businesses create connected systems where customer information moves efficiently between platforms. I assist with CRM integrations, workflow improvements, automation planning, and system configuration to reduce repetitive work and improve operational efficiency. I focus on understanding business requirements and creating CRM solutions that support better communication, customer management, and business growth. Zoho CRM Integration, CRM Integration Specialist, Business Process Automation, API Integration, Workflow Automation, Zoho Apps Integration, CRM System Integration, CRM Solutions, Automation Specialist, Zoho Expert.