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everestpraise17

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@everestpraise17

CRM AND AUTOMATION SPECIALIST

Nigeria
Certaines informations sont présentées en anglais.
À propos de moi
Hi, I'm a CRM and Business Automation Specialist passionate about helping businesses streamline operations, improve customer relationships, and eliminate repetitive tasks through smart automation. I specialize in designing and implementing customized CRM systems, workflow automation, sales pipeline optimization, lead management, business process automation, API integrations, email marketing automation, customer onboarding, payment automation, appointment scheduling, data synchronization, reporting dashboards, webhook integrations, and end-to-end automation solutions to your business goals.... Plus d’infos

Compétences

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everestpraise17
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Voir mes services

Logiciel de gestion de projets
I will set up salesforce CRM, zapier, slack, mailchimp, hubspot, google sheets, outlook
De20 $US / projetPlus de détails
Gestion de la relation client
I will setup zoho CRM, zapier shopify stripe gmail quickbook twilio airtable salesforce
De20 $US / projetPlus de détails

Portfolio

Expérience professionnelle

salesforce zapier slack automation

Business • Freelance

Jun 2026 - Jul 2026 • 1 mo

The client, a fast-growing SaaS company, wanted to eliminate manual sales processes and improve collaboration between their sales and customer success teams. Their existing workflow required staff to manually transfer lead information, assign tasks, and notify team members, causing delays and inconsistent data across systems. I developed an end-to-end automation solution by integrating Salesforce, Zapier, and Slack, enabling automatic lead capture, contact creation, opportunity updates, task assignments, and instant Slack notifications. I also connected supporting platforms including Google Sheets, Calendly, Typeform, DocuSign, and QuickBooks to create a centralized, automated workflow. Results Reduced manual data entry Automated lead routing and task assignments Enabled real-time Slack notifications for sales activities Increased team productivity through workflow automation Delivered a scalable, secure, and easy-to-maintain integration Technologies Used: Salesforce, Zapier, Slack, HubSpot, Airtable, Google Sheets, Gmail, Calendly, Typeform, Jotform, DocuSign, PandaDoc, QuickBooks, Stripe, Twilio, Asana, . softwares and feature i can work with : Salesforce, Salesforce Sales Cloud, Salesforce CPQ, Salesforce Pardot, Zapier, Make.com, Slack, HubSpot CRM, GoHighLevel, Airtable, Monday.com, ClickUp, Asana, Trello, Notion, Jira, Confluence, Smartsheet, Microsoft Teams, Microsoft Outlook, Microsoft 365, Google Workspace, Google Sheets, Google Drive, Gmail, Google Calendar, Google Contacts, Google Forms, Google Docs, Google Meet, Calendly, Zoom, Typeform, Jotform, Cognito Forms, Gravity Forms, Formstack, PandaDoc, DocuSign, Adobe Sign, Stripe, Square, QuickBooks Online, Xero, FreshBooks, Shopify, Shopify Plus,Tidio, Facebook Lead Ads, LinkedIn Lead Gen Forms, TikTok Lead Generation, SurveyMonkey, Eventbrite, Calendly Routing, Lead Capture Automation, Lead Routing, Lead Qualification, Lead Scoring, Opportunity Management, Sales Pipeline Automation, Customer Journey