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Pratik S.

Pratik S.

Business Development Trainee (CRM data organization and workflow automation)

India flagMuzaffarpur, India

Key Skills

Software

Data Annotation TechData Annotation Tech
Other
Internal/Proprietary Tooling

Top Subject Matter

Sales/Customer relationship data for analytics and outreach
Education operations data (students/teachers/payments)
Legal Services & Contract Review

Top Data Types

TextText
DocumentDocument
ImageImage

Top Task Types

Data CollectionData Collection
ClassificationClassification
SegmentationSegmentation
Text GenerationText Generation

Freelancer Overview

Business Development Trainee (CRM data organization and workflow automation). Brings 4+ years of professional experience across complex professional workflows, research, and quality-focused execution. Core strengths include Zoho CRM and PowerBI. Education includes Bachelor of Technology, Noida Institute of Engineering and Technology (2025) and Higher Secondary Certificate, Global International School (2021). AI-training focus includes data types such as Computer Code and Programming and labeling workflows including Data Collection.

Labeling Experience

Data analysis and maintenance (school data collection and dashboarding)

ImageImageData CollectionData Collection

Gathered and maintained ongoing operational datasets for students, parents, teachers, and staff at a school. Tracked attendance, homework, meetings, marks, fees, and payment transactions while organizing records for reporting. Analyzed the accumulated information to derive insights for school administration and created interactive dashboards for performance visibility. • Collected and maintained student and staff records on a regular basis • Managed attendance, grades, fees, payments, and meeting data • Analyzed charges and allocations for advertisements, infrastructure, and events • Built interactive Power BI dashboards to visualize trends and support decisions

2024 - Present

Business Development Trainee (CRM data organization and workflow automation)

ImageImageData CollectionData Collection

Created and managed sales data required for customer outreach workflows using Zoho CRM. Supported lead tracking and follow-up processes by organizing client and query-related information in structured records. Ensured data accuracy through integrations and consistent data entry practices. • Customized CRM modules and dashboards for streamlined client interaction • Automated workflows and generated sales reports to track opportunities • Integrated third-party tools to keep records consistent and up to date • Used Zoho for follow-ups and tracking who needed guidance

2025 - 2025

Education

N

Noida Institute of Engineering and Technology

Bachelor of Technology, Computer Science and Engineering

Bachelor of Technology
2021 - 2025
G

Global International School

Higher Secondary Certificate, General Education

Higher Secondary Certificate
2021 - 2021

Work History

K

Kids Play Centre

Data Analyst and Operations Data Maintainer

Muzaffarpur
2024 - Present
I

Intellipaat Software Solutions

Business Development Trainee

Bangalore
2025 - 2025