Carla R
Carla Rodriguez
Sales Automation | On boarding & training

Years of experience

10 years

Number of realized projects

25 projects

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About freelancer

I am a Pipedrive and 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.





+ 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
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

Years of experience: 3.5 years
I help companies improve their sales process and adopt sales tools.
Business Development Manager
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Years of experience: 3 years
Process Automation Expert
Recommendations (1)
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  • Neil W

    So far, 1 day in and after 2 conversations Carla has landed extremely well onto the project. She has held successful workshops with our teams and definitely has the right skillset for the job. Really impressed so far!

    NeilFebruary 2023