A CRM built around how each team sells
Hands on HubSpot implementations for healthcare portfolio companies starting without a reliable sales tracking system.
Built directlyReporting & data / Customer support · PRIOR PROFESSIONAL WORK
Connected Zendesk activity with CRM accounts to show which customers needed more support, training, or attention.
I designed and built the solution end to end.
There was no reliable way to understand the cost of supporting individual dealership accounts. Account Managers were relying on judgment because ticket data, call activity, and CRM records were disconnected.
WHAT CHANGED
Helped reduce high cost accounts, surface recurring product issues, improve training decisions, and support retention.
CONNECTED EXPERIENCE
Hands on HubSpot implementations for healthcare portfolio companies starting without a reliable sales tracking system.
Built directlyAn automated intake workflow that asked the missing questions before a support rep picked up the ticket.
Built directlyRedesigned the transition from Sales to Implementation so the team could start with the information it actually needed.
Designed the processIllustrative reconstruction based on the workflow I built or managed. No client data shown.
LET'S MAKE THE WORK EASIER.
Have a workflow that needs a better way? Start with the work that looks closest to yours.
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