JOB Q. ECO

B*L* Sta. Monica Street, Gatchalian Subdivision

Paranaque City-Philippines

Tel # 091*-*******

Email Address: ad3cxo@r.postjobfree.com

PROFILE OVERVIEW

Job Title:

CRM

Developer/Database

Administrator

Job Category:

IT -Database

Development and Social Media Automation

Manager

Location: Home-based Office Travel Required: If needed Expected

Salary

$3,500.00/Month Job Type: WFH (Full Time, Part Time Or Project Based) Department Digital Business

Process

Facebook: https://www.linkedin.com/in/zohocrmdeveloper Zoho Sign Document ID: 2928FA17-GC9YSZTRR2VJSFNDR5IPIFPTKVNKDJC5WQATDKMTMJW 2

SKILLS SUMMARY

• With Strong familiarity with different CRM platforms, such as, but not limited to Zoho, HubSpot and Pipedrive.

• Can use different productivity and communication tools like, Slacks, HubStaff, Time Doctor, Google Products,

Calendly, Teams, Zoom, Canva

• With experience on Data Migration process from Amazon Services to Zoho Analytics and create different

dashboard reports for evaluation purposes

• With experience with Social Media Marketing or Digital Media automation, can create audience segmentation to

identify cold, warm, and hot leads and target the right audience with the right message, at the right time.

• With Strong knowledge in lead capturing from different sources and nurturing across various stages of the

Sales pipeline

• With good understanding of the different businesses process flow and customer journey

& conversion funnel

• Can perform in Business Intelligence, Live Chatbot, A I, Website Integration and Content Syndication.

WORKING EXPERIENCE

GOLDENTRADE SOLUTIONS- Freelance Solopreneur

Jan 2014 to Present

Position: CRM Developer/Social Media Automation Manager Job Summary

Plan, provide strategies, and develop solutions for Digital Business processes and automate lead generation and the sales pipeline activities. Details Job

Responsibilities

Performs and implements the following based on needs. 1. Develop and designs a customize and systematic collection of customer data that will be able to handle the bulk of records in a single database, syncing data from different modules to use by different business unit/s and department/s, facilitating the retrieval, modification, and deletion of a certain record in conjunction with various data processing operations, which requires but not limited to the following tasks:

• Zoho Campaign Software setup and configuration of different Permission Levels,

Data Migration, Mapping, and Social Media Automation Implementation, which includes,

supervising Virtual Technical writer, Blog posting (2x a week) RSS Feed, Website Integration,

Monitor Results, Data visualization via Zoho Analytics Dashboards

• Zoho Campaign Setup and Implementation, which includes HTML, data migration, SEO and data administration.

• Creation of a Mailing list using Apollo

• Data Visualization through Zoho Analytics Dashboards

• Contents Syndication (RSS Feeds) via Zoho Social

• Run email campaigns based on different personas and buying interest

• Maintain database clean and ensure no duplicate entries.

• Created Sales Templates and Notifications

• Setup workflows and automated end -to-end sales process

• Analyses data to inform business development and campaigns.

• Analyze customers and measure their impact on business outcomes to update strategies.

• Collaborate with the sales team to identify potential opportunities and develop plans to carry them out.

• Web Form Integration- Capturing customers’ Information. Zoho Sign Document ID: 2928FA17-GC9YSZTRR2VJSFNDR5IPIFPTKVNKDJC5WQATDKMTMJW 3

• Zoho Project Setup and administration

• Zoho Desk Setup, Configuration and integration with CRM

• Zoho Book Setup for accounting, Collection, and invoicing as well as creation of a customized Invoice Monitoring system.

• Zoho CRM Setup for Sales and marketing automation

• Setup and configure Zoho People to manage 201 files and related records.

• Setup and customize Zoho Recruit to digitalize the recruitment end-to-end process.

• Setup and syncing of records with Zoho Sign application to be able customers to sign electronically.

• Integrates Social Media Channels and assesses different campaigns.

• Setup and syncing of data from CRM to Zoho Analytics

• Creation of Analytics Dashboards

• Link Match Integration for Zoho CRM and LinkedIn

• Create graphics images using Canva

• Setup scheduled Campaign 2x a week for LinkedIn, Facebook, Instagram, and YouTube and

Manage and monitor the results and performance

• Perform RSS Feeds and post via Zoho Social

• Amazon Web Services, MySQL Data Migration to Zoho Analytics

• Corporate Emailing System with cPanel Configuration & Administration IT & Communication Function

• Responsible for the coordination and implementation of public relations programs designed to

project a favorable impression on the image of the company, service, or brand.

• Creates and oversee technology initiatives to improve the company’s operation, e.g. setup an official

communication channel, emailing system, company website, and any other productivity tools that

can be beneficial to the whole organization

DIFFERENT CLIENTS

Company : Live Free Virtual Services

Date : September 2023-November 2023

Position : Zoho System Developer

Address : Austin Metro Area, Texas, United States

Reason of Leaving: Finished Contract

Duties and Responsibilities

• Created and configured Virtual Assistant custom module based on the actual business process of the company;

• Integrated multiple CRM modules and related fields to sync data across all related modules

• Replicated the functionalities of Acuity appointment software to Zoho Booking and integrated with CRM System;

• Configured and customized customer portal;

• Configured Canvas view in all modules of the CRM and make those only important and necessary fields. visible in the user’s interface.

• Configured different report in the dashboards.

• Setup work flow automation based on the given criteria and desired action

• Disconnected Zapier connector from Zoho CRM and use Zoho Flow app instead to lessen company’s expenses on monthly subscription of different 3rd party applications.

• Redesigned and relay out all modules involved in the Deals Pipeline

• Integrated Social Channels in Zoho Social

• Integrated Zoho Desk with AI full capabilities

• Generate different reports, posted and answer all inquiries.

• Created custom modules with capability to assign multiple accounts to employee.

• Setup and integrated Live Chat Bot to capture Website Visitor’s information, then

automate the process based on criteria.

• Contents Syndication (RSS Feeds)

• Maintain database clean and ensure no duplicate entries.

• Created Sales and Marketing Templates and Notifications

• Setup workflows and automated to-end process

• Analyze customers and measure their impact on business outcomes to update strategies.

• Collaborate with the sales team to identify potential opportunities and develop plans to carry them out.

Zoho Sign Document ID: 2928FA17-GC9YSZTRR2VJSFNDR5IPIFPTKVNKDJC5WQATDKMTMJW 4

• Creates new strategies to improve the customer experience based on data analysis.

• generated by our CRM software and customer feedback.

• Coordinated with Zoho One Support to resolve issues encountered.

• Works closely with sales and marketing leaders to create opportunities to enhance the CRM platform and its integrated systems.

• Built Deals Pipeline and automated process.

• Handle CRM activities and update from time to time. Company: Web Oracle LLC

Address : 775 Double R Blvd £113, Reno, NV

89521, Estates Unidos

Date : March 2020-January 2022

Position : Social

Media /CRM Manager

Reason of Leaving

:Finished Contract

Duties and Responsibilities

Built and executed social media strategy through data analysis, research, setup,

configuration, and customization of marketing and capturing tools, messaging and

audience identification.

Setup and optimize company pages within each platform to increase the visibility

of company’s social content.

Performed continuous improvement by capturing and analyzing the appropriate social.

data/metric, insights and best practices.

Generated, edited, published, and shared content that builds meaningful connections.

and encourages community members to act.

Take the lead in keeping the CRM System clean and ready in providing quick support with the

interaction with potential or existing clients, partners, agents, and other contacts.

Identify, develop, and evaluate marketing strategy, based on established objectives,

and market within USA areas.

Coordinated with sales and marketing and help promote services and subsequently sales growth.

Manages, Update and Customize CRM System based on the needs, which includes, creation of custom fields, setup workflows and integrate 3rd party solutions.

Managed and maintained customer’s data, ensuring completeness and no duplicate Entries.

Creation of properties (Custom Fields) and Column rearrangement

Setup workflows to automate some business processes.

Dashboards creation for different type of reports

Importing/migrating contacts from different data sources

Fixing issues and managing duplicates

Social Media Integration (Facebook and LinkedIn) and auto tracking

Setup of automated email and Deals Pipeline

Company: Simplio Web Studio

Date: December 2016- December 2020

Address: Hollywood Blvd Suite #206 Hollywood, FL

33020

Position: Zoho Desk and CRM Manager

Reason for Leaving: Finished Contract

Duties and Responsibilities

Managed Zoho Desk and making sure that all logged tickets were being attended properly

Setup alerts and workflow automation based on criteria.

Created dashboard reports.

Created custom fields and Re-layout.

Managed customer records to keep the database clean and ready to be used, including deduplication and removal of junk leads.

Sorted out tickets based on statuses

Zoho Sign Document ID: 2928FA17-GC9YSZTRR2VJSFNDR5IPIFPTKVNKDJC5WQATDKMTMJW 5

Setup and integrated Live Chat Bot to capture Website Visitor’s

information, then automate the process based on criteria.

Configured Help Center and match the look and feel with company branding.

Integrated Social Channels

Integrated Zoho Desk to CRM and update and features from time to time COMPANY :LBC EXPRESS, INC

POSITION : Legal Assistant/Anti-Money Laundering (AML) Analyst Date : 1996-2014 - Early Retirement (18years)

Type of Job : Full Time

Address : General Aviation Center, Domestic Rd, Pasay City Reason of Leaving: Early Retirement

JOB SUMMARY- Took the full responsibility on the overall operations of compliance. section which includes overseeing status of 1040 branches nationwide in terms of procurement of

licenses and permits and reportorial requirement of various government units, such as but not limited to:

• Monitoring of KYC daily activities

• Coordinating with different local government units regarding policies update and other compliance requirements

• Work closely with Banko Sentral’s lawyers regarding schedules of Compliance training and

Program

• Analyze and prepare CTR (Covered Transaction Report) for submission to BSP

• Coordinate with authorities, NBI or Policeman whenever suspicious transaction and anomalies detected anomalies.

• In charged for the administration of customer’s data and maintained its 100% accuracy

• Closely coordinated with corporate lawyers regarding filed cases in court EDUCATION:

Course : BS Accounting

Complete name of the School : Technological Institute of the Philippines Graduated in : 1995

Course : Associate in Technology

Complete Name of School : Makati Community Colleges Graduate : 1989

Zoho Sign Document ID: 2928FA17-GC9YSZTRR2VJSFNDR5IPIFPTKVNKDJC5WQATDKMTMJW 6

CERTIFICATES AND ACCREDITATION

CERTIFICATE FROM LATEST PROJECT LETTER FROM LBC’s CEO (AFTER MY RETIREMENT) Sincerely,

JOB Q. ECO

Applicant

Mobile :+639*********

Personal Email :ad3cxo@r.postjobfree.com

Freelance Website : https://goldentrade.solutions

Portfolio : https://goldentrade.solutions/contact-center/ LinkedIn : https://www.linkedin.com/in/zohocrmdeveloper Zoho Sign Document ID: 2928FA17-GC9YSZTRR2VJSFNDR5IPIFPTKVNKDJC5WQATDKMTMJW

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