Carla Rodriguez | Pipedrive & Hubspot Expert | Automation | On boarding & training

Years of experience

10 years

Number of realized projects

25 projects

Software

Skills

Certifications

I am a Pipedrive 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

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