CRM Implementation Automation Specialist, Analytics Integrations
Negros Occidental
I map your sales process before configuring your CRM - because no software can fix a broken process. I help businesses implement, configure, customize, and automate Zoho CRM based on their sales and operational processes. My experience includes data migration, custom modules and layouts, Blueprint, workflows, lead-management processes, Zoho SalesIQ, Zoho Analytics, and system integrations. I identify your sales stages, responsibilities, handoffs, bottlenecks, required information, and follow-up rules before building the system. I then configure and automate Zoho CRM around your actual business process using custom modules, layouts, Blueprint, workflows, assignments, reminders, reports, and integrations. I also work with applications across the Zoho ecosystem: • Zoho Books for connecting customer records with estimates, invoices, and financial workflows • Zoho Flow for connecting applications and automating data movement between systems • Zoho Analytics for customized reports, dashboards, KPIs, and performance monitoring • Zoho SalesIQ for chatbots, website visitor engagement, lead capture, and multi-channel communication • API and third-party integrations for connecting Zoho CRM with other business applications and communication channels
Safari Institute, freelance
Jul 2026 to Aug 2026
● Migrated lead data between CRM systems by cleaning CSV files, removing duplicates, mapping fields, and validating accuracy to ensure error-free deployment.
AssistFlex, full_time
May 2026 to Aug 2026
● Configured Zoho CRM to support sales operations by building 12+ custom modules/fields, 20+ page layouts, and 15+ validation rules, improving data accuracy and accelerating deployment by 30%. ● Designed lead management workflows (qualification, assignment, follow-up, conversion) with 3-stage scoring, 4 routing conditions, and 2 automated follow-up sequences, reducing manual touchpoints by 40% and lifting conversion rates by 18%. ● Built 25+ workflow automations (task creation, email notifications, field updates, lead reassignments) and 10+ dashboards tracking pipeline health and team KPIs, cutting CRM processing time by 35%. ● Wrote and maintained custom Deluge scripts to automate business logic, validations, and third-party integrations, extending standard Zoho CRM functionality for sales workflows. ● Managed, customized, and optimized CRM systems across the Zoho ecosystem — including Zoho Books, SalesIQ, Zoho Flow, and Zoho Sign — to support end-to-end sales and business operations. ● Integrated multiple communication and business channels into Zoho CRM (email, chat, e-signature, and finance tools) to centralize data and streamline cross-functional workflows.
AssistFlex, full_time
Aug 2025 to Aug 2026
● Transcribed 8+ hours of medical audio daily into HIPAA-compliant documentation, achieving 98%+ accuracy through standardized templates and rigorous terminology/grammar verification. ● Audited 200+ transcription outputs for accuracy and confidentiality before AI training releases, reducing rework cycles by 30% through targeted error tagging. ● Led 10-person data augmentation team, enforcing SOP adherence across medical and legal workflows to improve turnaround time by 25%, while maintaining zero data privacy breaches through role-based access controls.
AssistFlex, full_time
Mar 2025 to Jul 2026
● Led 10+ document data augmenters to enforce SOPs across medical and legal workflows, achieving 98%+ adherence and <1.5% error rate through calibrated checks and targeted coaching. ● Developed 25+ workflow SOPs and onboarding documentation, reducing onboarding time by 30% and cutting missed QA steps by 20% through standardized task routing. ● Audited 1,000+ documents/month using privacy and compliance controls, increasing compliance accuracy by 15% and maintaining zero critical audit findings through actionable feedback loops.