DPFreelancer profile translated to English.
Back to original languageAbout David
CRM Consultant specialized in Salesforce, SuiteCRM, and Dynamics CRM, with solid experience in implementing, customizing, and optimizing solutions tailored to different types of companies. My goal is to help improve business processes, centralize information, and automate workflows, ensuring efficient management of clients and opportunities.
I have led data migration projects between CRM platforms and integrations with key systems, ensuring operational continuity and maximum data quality.
Key Competencies
- Administration, configuration, customization, design, and process optimization.
- Development of custom modules using Apex, LWC, PowerApps, Powerautomate, JavaScript, HTML, CSS, PHP...
- Data migration: planning, cleaning, transformation, and secure loading between different platforms.
- Integrations: connection with ERP, Make, Monday, AWS, accounting systems, email marketing, customer service platforms, and analytical tools.
- Automation of business workflows and design of custom dashboards.
- Training and support for teams for effective CRM adoption.
Added Value
I bring a comprehensive vision in CRM management, combining technical expertise with a strategic approach, so that companies have a robust, scalable system that is truly aligned with their business objectives.
Possibility of communication in French through collaborative third parties.
Spanish
Native or bilingual
English
Conversational
French
Fluent
Can work on-site
Madrid (up to 50km)
Experience
- GRUPO ORSIDI S.A. (Sanz Clima y Ambar Plus)ERP and CRM Manager (Business Analyst and Project Manager) SAP / SALESFORCE / DYNAMICSJanuary 2020 - Today (6 years and 5 months)Madrid, Spain• Leadership in the implementation and optimization of ERP and CRM systems in companies.• Collaboration with cross-functional teams to identify critical project requirements.• Management of timelines and budget to ensure the success of implementations with the partner.• Performing data analysis to improve business processes and decision-making.. Configuration, customization, administration, object and flow development.• Creation of UATs, manuals, and data validation.• Integrations with web and IoT solutions, with Data managers like Datalake and SQL cubes, and with project management software like Monday.• Implementation of automated flows with Make and Power Automate with AI Builder.• Control of security and user permissions in both ERP and CRM environments, as well as Office 365.• Training users on the effective use of SAP, Salesforce, and Dynamics to maximize effort.• Management of internal team through a task portal.
- QAPOINT S.L.,Functional Technical Consultant for Dynamics AX and Network Systems AdministratorJanuary 2016 - January 2020 (4 years)Madrid, Spain• Technical leader in automation and support projects, organizing teams using JIRA (Kanban).• Technical-functional consultant and trainer in Dynamics AX, with skills in documentation, creating client demos, and training teams through practical sessions and proprietary materials.• Full-stack developer in .NET environments (C#) with experience in web service integration (SOAP and REST), Web Forms development, and Enterprise Portal-based web solutions.• Small business systems and network administrator, and SQL Server management (responsible for database backup and restoration).
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Certifications
- Microsoft Dynamics AX Development Introduction Certification (MB6-890)Dynamics AX2020
- Salesforce AdministratorSalesforce