CRM Setup, Lead Gen & Customer Support | Salesforce, Zoho, AI Automation
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I'll remove duplicates, fill in missing fields, organize your pipeline stages, and tag/segment leads in Salesforce or Zoho mainly. Send CRM access (or a data export) before the session; you'll get a cleaned, organized CRM plus a short summary of what changed.
I'll call up to 10 contacts from your list, follow your script/talking points, and log each outcome (answered, voicemail, booked, declined) in a shared sheet or your CRM. Appointments get booked directly to your calendar link.
I help businesses set up, clean up, and run their CRM (Salesforce, Zoho) so leads don't fall through the cracks. Day to day I handle outbound calls, lead research and qualification, appointment setting, live chat and email support, and CRM data entry/cleanup. Background: business development, customer relations, and technical support (billing, troubleshooting, escalations) in fast-paced environments, plus hands-on use of AI workflow tools to automate follow-ups and reporting. I also design English-language lessons for learners of all levels, and I'm comfortable with QA/user-testing tasks that need a real person's judgment, documenting issues with screenshots or video. Available 7 days a week.
Business Development Executive at Vigor Enterprise (01/2025 - 02/2026) Customer Relations Executive at Sutherland (01/2024 - 01/2025) Technical Support Specialist at Concentrix (07/2023 - 01/2024)