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Fiverr Pro
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Sara
@mktsolutionspro
Top Rated
CRM Strategy, Automation Architect, Pipedrive Expert
Spanien
Englisch, Italienisch, Französisch, Spanisch
Über mich
CRM Strategy & Automation Architect helping Real Estate, Insurance, Financial Services, and Legal firms build scalable CRM systems.
I help businesses optimize sales processes, eliminate manual work, improve lead management, automate follow-ups, and connect the tools they rely on every day.
Official Pipedrive Partner with 18+ years of experience and 8+ years specializing in CRM implementation, automation, integrations, and sales process optimization.
Kompetenzen
Sara
150 $/Stunde
offline •
Durchschnittliche Antwortzeit: 1 Stunde
Meine Dienstleistungen
Marketingberatung
I will offer consultancy and help you troubleshooting
CRM-Management
I will optimize, customize and automate your pipedrive CRM
Möchtest du auf Stundenbasis arbeiten?
Erzähle Sara, was du brauchst.
150 $
/
StundePortfolio
Arbeitserfahrung
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Mktsolutionspro
Fiverr • Vollzeit
Dec 2017 - Present • 8 yrs 10 mos
CRM Specialist & Automation Strategist | 8+ Years Experience Expert in architecting high-converting CRM systems and automated workflows for global firms in Finance, Real Estate, and Law. I specialize in Pipedrive implementation, streamlining sales pipelines, and building complex integrations using Zapier, Make, and n8n. By aligning data segmentation with customer journey mapping, I’ve helped businesses increase conversion rates by up to 30% and eliminate manual bottlenecks through custom reporting and team training.
220 Bewertungen
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Zusammensetzung der Bewertung
- Kommunikation
- Qualität der Lieferung
- Preis-Leistungs-Verhältnis der Lieferung
1–5 von 220 Bewertungen
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josh_budd43
Vereinigte Staaten
Laufende Zusammenarbeit
Sara is truly an expert in her field. She is also extremely patient and kind working closely through each phase of the project or objective. Highly Recommend.
5 Wochen
Dauer
CRM-Management
Hilfreich?
josh_budd43
Vereinigte Staaten
Laufende Zusammenarbeit
This call was the initial fact finding - strategic discussion. Sara is an expert.
3 Wochen
Dauer
Marketingberatung
Hilfreich?
weitzeld
Vereinigte Staaten
Laufende Zusammenarbeit
Fourth and final phase with Sara, and she finished the way she started — thorough, patient, and genuinely invested in getting it right. She documented our entire system in a polished runbook, then walked me through activating and testing every automation live on a call, catching and fixing issues on...
7 Tagen
Dauer
CRM-Management
Hilfreich?
weitzeld
Vereinigte Staaten
Laufende Zusammenarbeit
Third phase with Sara and the quality hasn't dipped once. She rebuilt our CRM field structure and document automation, tested everything before asking us to sign off, and flagged issues proactively before they became problems. Communication is fast, clear, and patient with plain-English explanations. Already moving to the next phase with her.
3 Wochen
Dauer
API & Integrationen
Antwort des Freelancers
Hilfreich?
weitzeld
Vereinigte Staaten
Laufende Zusammenarbeit
Phase 2 of our ongoing Pipedrive build, delivered cleanly. Sara set up our lead capture system, the website chatbot and web form, with smart routing that automatically sends buyers and sellers into the right pipeline. Clear communication throughout and she walked me through everything via video.
6 Tagen
Dauer
API & Integrationen
Hilfreich?
