CRM Experience Overview
CRM & Workflow Operations Manager Experience Overview
by Lolu Ayeni
In my most recent role as a CRM Operations Lead at a mid-sized e-commerce company, I
spearheaded several initiatives to streamline CRM processes and enhance workflow
e>iciency. Here are highlights of my key projects and outcomes:
1. Salesforce Migration & Integration
a) Led end-to-end migration from a legacy CRM to Salesforce, including data
cleansing, custom object creation, and integration with Zendesk (support) and
HubSpot (marketing).
b) Automated lead nurturing and post-purchase follow-ups using Salesforce
workflows and Zapier, reducing manual data entry by 40% and improving campaign
response rates by 25%.
c) Built real-time dashboards for sales and leadership teams, enabling data-driven
decisions that boosted customer retention by 20% YoY.
2. SaaS Customer Support Workflow Overhaul
a) At a fast-growing SaaS startup, I revamped their Zoho CRM setup to address
ine>icient ticket routing. Conducted a workflow analysis and implemented
automation rules, slashing average response time by 30% and raising CSAT scores
by 25%.
b) Trained 50+ support agents on CRM best practices, reducing onboarding time by
50% and ensuring consistent use of tags/triggers for proactive customer outreach.
3. ERP-CRM Integration for Order Processing
a) Integrated Microsoft Dynamics CRM with NetSuite ERP for a retail client,
eliminating manual order entry. This reduced processing errors by 15% and
accelerated fulfillment timelines by 20%.
b) Collaborated cross-functionally with IT, finance, and logistics teams to align
integration requirements, ensuring seamless data flow and stakeholder buy-in.
Key Strengths Alignment
- Tech-Savvy & Integration Expertise: Proficient in Salesforce, HubSpot, Zendesk, Zapier,
and ERP systems, with a focus on scalable automation.
- Operational E>iciency: Consistently deliver measurable improvements (e.g., 30–40% time
savings, error reduction) through workflow optimization.
- Communication & Collaboration: Skilled at translating technical details for non-technical
teams and fostering alignment across departments.
These experiences have honed my ability to diagnose ine>iciencies, deploy CRM solutions,
and drive tangible business outcomes—aligning closely with your goals. I’d welcome the
opportunity to discuss how I can contribute to your team’s success.