SuiteCRM
Started: 5/31/2022
Duration: 250 months
I’m a SuiteCRM administrator with professional-level expertise in configuring, customizing, and optimizing your CRM to drive sales, marketing, and customer success.
- System Configuration & Security: Deploy and maintain SuiteCRM instances, define user roles and permissions, and enforce field-level and module-level security to protect sensitive data.
- Custom Module Development: Use Studio and Module Builder to create custom modules, fields, relationships, and record layouts—tailoring the CRM to your unique business processes.
- Workflow Automation & Logic Hooks: Automate repeatable tasks with advanced workflows, scheduler jobs, and logic hooks—streamlining lead routing, task assignments, and email notifications.
- Reporting & Dashboards: Build interactive reports and real-time dashboards to surface key metrics like pipeline health, campaign ROI, and service-level performance.
- Data Migration & Integrity: Execute large-scale data imports/exports, perform deduplication, and validate data quality using built-in wizards and custom scripts.
- Integrations & API Management: Connect SuiteCRM with third-party systems (ERP, marketing platforms, custom apps) via REST API, Webhooks, and middleware for seamless data flow.
- Upgrades & Maintenance: Plan and implement upgrades, patches, and backups; monitor performance with logs and profiling tools to ensure optimal uptime and responsiveness.
- User Training & Support: Develop user guides, deliver training sessions, and troubleshoot issues—boosting adoption and reducing support tickets.
Key Skills: SuiteCRM · CRM Administration · Module Builder · Workflow Automation · Reporting & Analytics · Data Migration · REST API Integrations · Security & Compliance · Upgrades & Maintenance
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