Hi, I'm Alex, I have almost a decade of experience in commercial partnerships and sales operations. I bring this frontline experience to my work as I assist your business in designing new sales processes, streamlining existing workflows, and integrating efficient and cost effective CRM solutions.
Choosing the right consultant matters. When you work with me, you know exactly who is on the job: the same person listening to your needs, configuring your system, and training your team. I've been in the seat as one of your quota carrying sales people, as the director seeking deep insights to performance, and worked with the Chief Revenue Officer to create the most performant teams. I combine technical know-how with real business experience, so the solution is not only built but also understood.
What I can help you with
Zoho CRM Setup, Configuration and Automation
I design and configure Zoho CRM so it works around your business. That means setting up fields, pipelines, and dashboards, but also using Zoho’s automation tools and AI features to cut out repetitive admin. From lead assignment to follow-up reminders, I help you build a system that runs smoothly in the background so your team can focus on selling and servicing customers.
Business Process Mapping and Optimisation
Before I build, I take the time to map out your existing processes and identify what features of Zoho can add the most value. This includes exploring AI And automations. That could mean simplifying sales handoffs, automating approvals, or improving reporting. The goal is a system that saves time, reduces friction, and scales with your business.
Data Migration and Intelligence
I handle the move from legacy CRMs, spreadsheets, or other tools into Zoho CRM. This includes cleaning and validating your data so you can trust what you see. Once migrated, I set up dashboards and reports that make use of Zoho’s analytics to inform your decisions going forward.
Training and Embedded Support
A CRM only works if people use it. I provide tailored training so every team member knows how to use the system and understands the benefits. I can also embed myself into your team for ongoing support, acting as your in-house CRM specialist when you need one.