"Connecting Things".
In 2 words, that is what I enjoy doing every day.
I thrive when I get to help all companies, from fast-growing startups to very large enterprises, in optimizing and transforming their solutions and operational workflows.
As a tenured software technology leader, my years of sales, operational and technical corporate experience allow my approach "style" in helping my clients to comprise of a healthy mixture of experiences - technical and business.
In other words, I speak both business and bits-n-bytes - and can focus on or combine those for each of my client’s unique needs.
I am confident that I can solve most riddles or challenges that are sent my way.
My main areas of expertise:
- Systems Integration
- Technical RFP/RFI Consultation and Management Services for SMB's and Enterprise Businesses
- Process & Systems Analysis and Optimization
- CRM Migration Project and Technical Management (from/to: SalesForce, Zoho, MS Dynamics, etc)
- Zoho One Architecture Expertise
- Zoho Customization
- Best Practices around Data Cleanup and Optimization
- CRM Operational and Technical Workflow Setup
- Business Analysis and Data Modeling into Zoho, Microsoft BI, Zapier
- Sales Funnel Flow Design (including implementation experience in Zoho One/CRM, MS Dynamics, SalesForce, Monday.com, Pipedrive and others).
- Custom Open API Integration Services
- Workflow Automation, Approval Processes
- Custom Function
- Expert-level Dashboard Creation and Configuration for executive level use - Zoho Analytics, Microsoft BI and other platforms that derive data from external data-source feeds
- Zoho Projects
- Zoho Desk (helpdesk) Expert
- Zendesk Helpdesk Expert
- Advanced Zoho Survey
- Zoho Sales IQ and Live Chat
- Zoho Campaigns Advanced Setup and Integrations including social media platforms, Google Ads and Analytics.
- Full end to end operational workflows design for bookkeeping - Quote, Invoice, Sales Order, and Purchase Order - FIFO inventory procurement and sales
- Integrations and automation design& setup with Google Workplace and Mail, Outlook and Office 365, Zoho Mail, Zapier, and many other commonly used business platforms.