Customer Relationship Managers

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Microsoft Dynamics

CRM iterations, Data migrations, Integrations and Corresponding front ends

  • CRM was used directly by sales teams and required:
    • Feature updates
    • Bug fixes
    • Database migrations
  • Connected to and integrated with many sites front ends that required configurations and APIs
    • Applications to become a member
    • Customer payments, tracking and invoicing
    • Email push notifications

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Hubspot CRM and CMS

Configuration, Data migrations, Integrations

  • Work with solution architects, developers and stakeholders to audit and map out workflows and process for leads as well as sales funnels
  • Integrations with other CRMs ,DBs, ETL, APIs
  • CRM configurations for workflows, pipelines, marketing campaigns, dashboards, reporting
  • Data tagging integrations to CRM campaign reporting
  • A/B testing for content and responses
  • Multiple Hubspot Certifications
MailChimp

  • Create custom email campaigns
  • Create custom templates and design emails
  • Convey metrics reports to identify the most engaged customers so sales team could follow up on leads
  • Import contact data and set up audiences
  • Tag and segment to organize and filter data