CRM & Virtual Assistant Practical Experience (HubSpot/Salesforce)
Built and maintained CRM-based client tracking and reporting systems to support customer communication workflows. Managed contacts, tasks, deal pipelines, and follow-up schedules using CRM tools. Created CRM reports and dashboards to monitor customer interactions and outcomes. • HubSpot contact/task/deal pipeline management • Salesforce lead/opportunity tracking practice • Creation of follow-up workflows, scheduling structures, and client tracking systems • CRM reporting and dashboarding for customer interaction monitoring