
Summy D
Level 1
I fix the systems that keep you up at night
Compétences

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Expérience professionnelle
Zoho CRM & Analytics Reporting Consultant
InsightBridge Systems
Jan 2026 - Present • 7 mos
I implemented advanced reporting for Zoho CRM using Zoho Analytics, giving leadership real-time visibility into sales performance, lead sources, and conversion rates. I rebuilt CRM reports, dashboards, and KPIs while ensuring customer relationship management data accuracy and consistency across teams. #ZohoCRM #ZohoAnalytics #CustomerRelationshipManagement #CRMReporting #ZohoDashboards #CRMAnalytics #ZohoCRMExpert #CRMCustomization #CRMOptimization #CRMImplementation #CRMSetup #CRMStrategy #CRMDataManagement #CRMDataCleanup #BusinessAutomation #CRMIntegration #APIIntegration #ZohoFlow #ZohoConsultant #ZohoDeveloper #ZohoPlatform #ZohoSolutions #B2BCRM #SalesAutomation #LeadManagement #DealPipeline #CRMAdmin #CRMDeveloper #ZohoOne #ZohoBooks #ZohoDesk #ZohoCampaigns #ZohoProjects #CleanData #ScalableCRM #CRMSystem #CRMBestPractices #CustomerLifecycle #ZohoSpecialist #CRMPerformance #CRMExpert #AnalyticsConsultant
Zoho CRM Enterprise Optimization & Recovery Specialist
North America Corporate Systems
Feb 2025 - Present • 1 yr 6 mos
Conducted deep enterprise CRM audit and system recovery. Rebuilt broken workflows, redesigned module structures, implemented blueprint governance, and improved system adoption. #ZohoCRM #ZohoSystemAudit #ZohoSystemRebuild #ZohoAutomation #ZohoWorkflow #ZohoBlueprint #ZohoCRMImplementation #ZohoCRMExpert #ZohoIntegration #ZohoAPI #ZohoDeluge #ZohoConsultant #ZohoDeveloper #ZohoAdministrator #CRMOptimization #EnterpriseCRM #ZohoCustomization #ZohoFlow #BusinessAutomation #RevenueOperations #CRMArchitecture #DigitalTransformation #ProcessAutomation #ZohoOne #ZohoProjects #ScalableCRM #customerrelationshipmanagement #SystemRecovery #AutomationOptimization #CRMStrategy
Zoho CRM Custom Dashboard & KPI Consultant
InsightStack Analytics • Freelance
Nov 2025 - Dec 2025 • 1 mo
Designed custom Zoho CRM dashboards and KPIs for sales leaders tired of unreliable reports. Built real-time visibility into pipeline, activity, conversions, and performance metrics aligned with actual business goals. #ZohoCRM #CRMReporting #ZohoDashboards #SalesKPIs #ZohoAnalytics #BusinessIntelligence #ZohoConsultant #ZohoExpert #DataVisualization #CRMInsights #ZohoOne #PerformanceTracking #AutomationExpert #CRMOptimization #ExecutiveReports #ZohoAdmin #SalesAnalytics #ProcessClarity #BusinessSystems #CRMSetup #ZohoSolutions #DataDriven #WorkflowAutomation #RevenueInsights #SaaSAnalytics
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waltersolution

États-Unis
Exellent experience working with summy. She setup my zoho crm, uploaded the contacts,configured email sequences and automated key workflows exactly as i requested. Communication was great. everything was delivered on time nd the results exceeded my expectations. Highly recomended for any zoho project.

Réponse du freelance

thecrochetchic

États-Unis
Great experience working together! The email flow for my newsletter sign-up was delivered on time, communication was excellent throughout the project, and the final result was exactly what I was looking for. Very happy with the outcome and would highly recommend Summy :)
Réponse du freelance
gravitykgm

Bermudes
She’s now my go to for my business, as long as she allows!
Réponse du freelance
gravitykgm

Bermudes
A pleasure to work with and will be using in the future! :)
Réponse du freelance

kindinis

Chypre
Réponse du freelance
