
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 • 10 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 9 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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csquared2511

Royaume-Uni
I am a Business Systems Consultant/Builder (building only in Airtable and SmartSuite) with little to no experience in Zoho but with a possible commission that involves Zoho. This consultation was purely to assess whether Summy and I were a good fit to collaborate on this project together if they were...
Réponse du freelance
creatorbylys

États-Unis
She was a huge help and was patient with my availability for communication. I will definitely work with her again.
creatorbylys

États-Unis
Réponse du freelance
jastrickland

États-Unis
Will use her in the future, easy to work with, and great product.
Réponse du freelance
gravitykgm

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