
Chloe W
CRM Automation and Integration Specialist
Habilidades

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Porfolio
Experiencia laboral
CRM Specialist
Nestuge • Tiempo completo
Apr 2022 - Feb 2026 • 3 yrs 10 mos
Managed and maintained CRM systems for multiple business units, ensuring accurate customer data and smooth operations. Configured custom workflows, pipelines, and automation rules to improve sales tracking and lead management. Designed custom reports and dashboards for management to monitor sales performance and KPIs. Integrated CRM with other business tools such as marketing platforms, email automation, and accounting software. Conducted data imports, migration, and system audits to maintain data integrity and operational efficiency. Trained staff on CRM best practices, improving user adoption and reducing errors.