About Adrien
French
Native or bilingual
English
Fluent
Experience
- Compagnie Fiduciaire & de GestionZoho CRM Implementation & AutomationsNovember 2025 - January 2026 (2 months)Context:CFG wanted to digitize and structure its customer information collection process, quote and service agreement generation, while ensuring clear tracking of sales opportunities.My achievements:
- Zoho Forms setup for fluid and automated customer information collection.
- Complete integration of Zoho Forms with Zoho CRM, with automatic creation of Contact and Opportunity records.
- Implementation of an automated generation process:
- Quote and service agreement templates created in Zoho Writer
- Merging CRM data into templates (via merge templates)
- Automated sending for electronic signature via Zoho Sign
Creation of a visual tracking pipeline (Kanban) for:- Pending quotes
- Service agreements in progress or signed
Implementation of a sales reporting system- Tracking of revenue by opportunity (won, open, lost)
- Analysis by service type, stage, or employee
Result:- A complete and fluid system enabling CFG to:
- Save time in collecting and managing customer data
- Automate the sending and tracking of legal documents
- Centralize sales and legal actions on a single Zoho platform
- Kampus AcademyZoho CRM Integration & AutomationHEALTH AND WELLNESSNovember 2025 - January 2026 (2 months)Paris, FranceContext:Kampus Academy wanted to centralize its prospect/customer database and implement effective sales tracking to automatically follow up with healthcare professionals for their mandatory annual training (DPC).My achievements:
- Complete migration of customer and prospect data into Zoho CRM.
- Setup of a Kanban-view sales pipeline, adapted to the annual follow-up cycle.
Creation of custom workflows:- Sending automatic emails based on contact status.
- Integration of Twilio for sending automated SMS messages.
Google Calendar connection via Zoho Flow:- Sales representatives automatically receive CRM events in their calendar.
Dedicated automations for the Head of Sales for:- Lead reassignment
- Performance tracking
Optimization of sales visibility:- Creation of custom views
- Suggestions for improving CRM processes
Result: A complete, automated, and connected CRM, facilitating annual customer follow-up, appointment scheduling, and team sales tracking. - Méthode AristoteZoho CRM Tool ImplementationEDUCATION AND E-LEARNINGNovember 2025 - Today (7 months)Paris, FranceContextWe want to structure and evolve our Zoho environment to make it a central tool for commercial and operational management.The CRM must reflect a specific business model (parents, children, offers, service providers) and be connected to various external tools (appointment scheduling, communication, reporting, business application).The objective is to move from partial manual use to a reliable, automated, and scalable systemMission Objectives
- Design a Zoho CRM architecture adapted to our business model
- Structure and standardize data
- Automate the sales cycle end-to-end
- Centralize information from external tools
- Reduce operational workload and error risks
- Prepare the environment for future integrations
Process Automation- Creation of Zoho CRM workflows
- Automation of sales statuses
- Automatic opportunity generation
- Standardization and automation of naming
- Management of reminders, tasks, and notifications
- Implementation of de-duplication rules
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Education
- Double Degree in Digital Marketing & Data AnalyticsIIM / EMLV2023