Sara Oyesade
I automate CRM workflows to capture, track, convert leads
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Designed and implemented an automated lead nurturing system within Zoho CRM to ensure consistent engagement with inbound leads. The system segments leads based on intent and triggers multi-step email follow-ups over time, reducing manual effort while maintaining personalized communication. By combining structured data, conditional logic, and time-based automation, the workflow keeps prospects engaged and alerts sales when interest increases. The result is a more organized, efficient, and conversion-focused lead management process.
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Built a structured CRM and lead management system in Zoho for a startup scenario, designed to organize, track, and prioritize all incoming leads. The system includes a clean pipeline with clearly defined stages, standardized lead fields, and a process for converting leads into deals. Every lead is categorized, prioritized, and tracked, ensuring consistent follow-ups and full visibility across the sales process. This project demonstrates how proper CRM setup creates a scalable, efficient, and auditable sales workflow.
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Sales Flow Automation For Startups
Designed and implemented an end-to-end inbound lead automation system for a startup. The workflow captures form submissions, qualifies leads based on multiple criteria, updates HubSpot CRM records, and sends real-time Slack notifications to the right sales teams. High-priority leads are flagged automatically, ensuring zero missed opportunities and eliminating manual processing. Every lead is logged in Notion for visibility and accountability, creating a streamlined, efficient, and auditable sales process.
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Built a smart lead routing system integrating Google Forms, HubSpot, and Slack to eliminate delays in sales response. Implemented contact validation and location-based logic to automatically direct leads to the right teams. Result: instant visibility, zero manual routing, and faster, more consistent conversions.
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