
Chisom M
Field Service CRM Sales Workflow Automation Specialist
Habilidades

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Experiencia laboral
CRM Workflow Automation & Field Service Systems Specialist
Upwork • Freelance
Feb 2025 - Present • 1 yr 4 mos
Planned, configured and optimized CRM workflow automation, field service CRM setup, sales CRM integration, dispatch automation, job scheduling workflows, call tracking systems, lead routing, customer data sync, invoice setup, payment tracking, sales pipeline automation, field operations workflows, ServiceTitan setup, Jobber workflow automation, Housecall Pro dispatch CRM, QuickBooks integration, Twilio SMS automation, Pipedrive CRM workflows, Close CRM setup, HubSpot pipeline automation, Aircall call logging, Calendly booking sync, Slack sales alerts, Zapier automation, Make.com integration, API integration, webhook setup, CRM field mapping, contact cleanup, duplicate cleanup, custom fields, deal stages, job statuses, technician assignment rules, follow-up workflows, appointment reminders, missed call alerts, quote request workflows, estimate-to-job automation, invoice tracking, customer record updates, call-to-CRM workflows, lead-to-job workflows, booking-to-pipeline workflows, form-to-CRM automation, team notification workflows, sales task automation, lifecycle stage sync, activity logging, dispatch board organization, customer segmentation, reporting views, dashboard setup, trigger logic, filter rules, conditional paths, data formatting, router setup, error handling, automation testing, workflow troubleshooting, integration repair, backend CRM workflow design, operations process mapping, service business automation, HVAC CRM workflows, plumbing CRM setup, roofing CRM automation, cleaning service dispatch workflows, home service lead management, B2B sales process automation, revenue operations support and scalable CRM architecture for businesses that need faster response, cleaner data, better scheduling and stronger follow-up across operations and sales teams.