Customer Service

Zoho Desk $ Salesforce CRM Experience

• Used Zoho Desk and Salesforce to manage customer support and relationship-building activities.

• Attended to customer inquiries and complaints, ensuring timely resolutions and improved satisfaction.

• Imported and organized customer leads into the CRM for proper tracking and follow-up.

• Implemented lead nurturing strategies within the platforms to move prospects through the sales funnel.

• Provided personalized solutions to customer challenges, strengthening loyalty and trust.

                                                  Pipedrive CRM Setup & Automation 

Objective

The goal was to streamline lead management, improve customer support interactions, and automate repetitive processes within Pipedrive and connected platforms. 

Process

1. Lead Management: Imported and cleaned leads from spreadsheets into Pipedrive, ensuring accurate data organization for better tracking and follow-up.

2. Customer Support Integration: Embedded a live chat widget on Google Sites, allowing customers to interact with a chatbot first before being transferred to an available support agent.

3. Automation with Zapier: Implemented Zapier workflows to connect Pipedrive with other tools, reducing manual data entry and ensuring seamless information flow.

Tools Used

• Pipedrive (CRM & lead tracking)

• Google Sites (website integration)

• Zapier (automation & integrations)

Outcome

• Improved lead management and follow-up efficiency.

• Enhanced customer support experience with faster response times.

• Increased team productivity by automating repetitive tasks.