Freelancer profile translated to English.
Back to original languageAbout Duane
CRM & No-Code Automation Consultant | Salesforce and Zoho CRM Integration Expert
I help companiesautomate their processes & structure their CRMby combining no-code expertise with an engineering background.
My advantage?I dive into your daily operations and deliver a solution that addresses your business challenges & your reality. My CRM (Salesforce, Zoho CRM, etc.) and automation (PowerAutomate, Make) expertise guarantees reliable integration aligned with your technical stack (SharePoint, Excel, Notion, SAP).
My Skills
- **CRM**: Salesforce integrator (Sales/Marketing Cloud, Lightning), Zoho CRM expert
- **Automation**: Microsoft PowerAutomate, Make, PowerApps
- **Process & Organization**: Excel, SharePoint Lists, Notion
- **Data**: Modeling, cleaning, integration, reporting
In my clients' projects, I deliver:
✅ **Data Integration**: Migration of land tracking from SharePoint / Excel to Salesforce or Zoho CRM, document generation, mail merge
✅ **No-code Process Automation**: Follow-ups, notifications, approvals
✅ **Decision-Making Tools**: Dashboards, visual databases
✅ **Ticketing & Support**: Automated no-code solutions for multiple departments
My Method
1️⃣Auditof the CRMand mappingof related processes & tools
2️⃣Design of the architectureand interfaces on Salesforce / Zoho CRM
3️⃣Configuration and integrationof no-code automations via Make or PowerAutomate
4️⃣Migration & cleaningof data from your current tools (Excel, SharePoint List, Notion) to Salesforce or Zoho CRM
5️⃣Progressive and iterative deploymentof the CRM toolwith trainingfor users, upskilling employees on no-code automations.
If you want to automate your processes or structure your CRM, feel free to contact me to discuss your project 👋
French
Native or bilingual
English
Native or bilingual
German
Fluent
Can work on-site
Lille (up to 30km), Strasbourg (up to 30km), Paris (up to 10km), Bruxelles (up to 10km), Anvers (up to 20km)
Experience
- BoralexRE Development ManagerENERGY AND UTILITIESJanuary 2023 - Today (3 years and 5 months)Lille, France
Integration of land tracking from Excel to Salesforce:
- Creation of the data model, interface design, import and cleaning of existing data
- Systematic import of parcel survey information (cadastre & owners) provided by the expert land surveyor
- Automatic update of the land security indicator
- Provision of a feature allowing the user to create their contracts, manage signatories, and obtain a global view of contracts, plots, and stakeholders by center.
SharePoint List Order and Billing Tracking Tool:
- Collection of requests via a form that automatically generates lines in the tool, with visualization access, custom filters, and tailor-made views.
- Automation of internal and external follow-ups, deadline notifications, and pre-filling on the accounting software for the creator.
Automated internal ticketing tool for several departments:
- Ticket submission via a form feeding an Excel file or a SharePoint list.
- Automatic reminder emails, management of the approval system, and assignment of tickets to the relevant teams.
Legal administrative document generator for environmental permit applications (DAE):
- Filling out a form where the user selects the documents to generate.
- Production of PDF or Word documents from the provided information, then automatic deposit in the specified SharePoint folder.
- SunelisPhotovoltaic Studies ManagerENERGY AND UTILITIESMarch 2022 - December 2022 (9 months)Fretin, France
Creation of a decision support tool for the most suitable rooftop solar solution for the client's situation:
- Transcription of information from all technical sheets and compatibility into a visual and intuitive database.
- Proposal of a list of compatible PV modules based on the type of roof and the selected structure brand
# Implementation of a documentary resource center and interactive tutorial sheets.
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Education
- Materials-Chemistry Engineering DegreeNational School of Engineering of Caen (ENSICAEN)2022Diplôme d'ingénieur Matériaux Chimie - Matériaux pour l'énergie
- Integrated preparatory cycle (CPI)Gay-Lussac Federation2019Cycle préparatoire intégré (CPI)