I am a Pipedrive an Hubspot Expert and solution implementation Partner. I can improve and automate your sales process with multiple apps from the Sales, Marketing, and business ecosystem; from Lead generation to Client Success.

I started my career as a process improvement consultant, and I applied this experience to my clients' projects. I will always try to understand your business process and propose the best solution for your company, taking in consideration: business goals, user adoption and process productivity and efficiency.

I worked at Microsoft Mexico, leading user adoption and customer success, so I have a strong focus on change management, onboarding, and training, which is key for any technology project success. I also have a deep understanding of the lead generation and nurturing, especially on B2B and Linkedin.

I love new challenges and learning about new technologies, so I will be very happy to understand your goals and help you realize them.

Projects

+ 20 users Pipedrive and Whatsapp implementation
Solar Power Group - Mexico

Implemented Pipedrive and WhatsApp integration using Pipechat to increase customer communication and sales follow-up. Integrate the back-office process to Pipedrive to guarantee everybody has a customer focus. Trained more than 20 sales and back-office executives.

Pipedrive Data and Dashboard improvement
ASIGNET - USA

Create a data structure to allow Asignet (Fortune Companies IT partner) to link their deals with their partner and referral program. Create a Dashboard to measure not only sales but also the key indicators that control sales success in a very long process as an IT consultancy could be. Build a dashboard for each Sales Executive with KPIs. Implement a bot to avoid data duplication and increase sales productivity. Integrate Zoominfo with Pipedrive to boost lead generation. Train IT Sales Executives to use Pipedrive on activity-based selling.

Professional experience

Founder (3.5 years)
Agiliza

I help companies improve their sales process and adopt sales tools.

Business Development Manager (3 years)
oh! Gift Card

Process Automation Expert

Share this profile!