Freelancer profile translated to English.
Back to original languageAbout Rochette-Castel
Clémence ROCHETTE-CASTEL Senior CRM Consultant — Architecture & Automation
I support companies and IT consulting firms in the design, structuring, and implementation of CRMs considered as true business systems, not just tools.
My approach is centered on CRM architecture: understanding usage, defining clear processes, structuring data, and useful automations, with a constant focus on maintainability and long-term adoption.
What I do concretely:
- CRM Scoping & Architecture: process analysis, understanding business needs, designing a clear architecture (pipelines, properties, objects, governance rules).
- Implementation & Automation: workflows, sales and marketing automations, segmentation, notifications, GDPR, no-code / low-code.
- Data Quality & Governance: cleaning, structuring, update rules, data reliability.
- Management & Reporting: useful dashboards, KPIs aligned with business challenges.
- Support & Knowledge Transfer: training, documentation, building autonomy.
I work with various CRM environments (HubSpot, Microsoft Dynamics) and no-code tools (Make, Zapier). The tool is always used according to the context and usage, never the other way around.
You need me if:
- Your CRM has become complex and you lack clarity on processes.
- You want to move from a "tool" usage to a "strategic" usage.
- You need a senior perspective to structure or overhaul your CRM processes.
- You want to ensure your data is reliable and gain clarity on your performance.
Working Method
- Clear diagnosis and personalized action plan.
- Transparent progress (Project management tools, Slack/Teams).
- Educational approach and documentation to ensure continuity.
- "Concrete impact" oriented approach: time savings, data quality, visibility.
French
Native or bilingual
English
Native or bilingual
Can work on-site
Paris (up to 50km)
Experience
- ExaduoCRM ManagerCONSULTING AND AUDITSMay 2023 - September 2025 (2 years and 4 months)
- Sets growth objectives and KPI monitoring
- Implementation strategy
- Migrations
- Communication and marketing strategy scoping
- Connecting CRM with ERP, marketing tools, emailing, ticketing, or analytics
- Training teams on usage and best practices
- ExaduoCRM Manager - Digital Project ManagerSeptember 2022 - April 2025 (2 years and 7 months)- Process automation- Analysis of the existing situation to advise on growth strategies and marketing campaign implementation.- KPI setup- HubSpot implementation and projects, as well as Zapier- Consulting and support for companies on their digital transformation- Proposal of automation technologies- Implementation of external tools
- OpenWorkManager of Consultant and Company RelationsFebruary 2022 - October 2022 (8 months)Process Automation• Work on analyzing acquisition channels and their conversion rates• Implementation of a project to develop automations to increase sales team efficiency• Implementation of automations to reduce lead entry (via e.g.: Zapier, Hubspot, Airtable)• Definition of activity monitoring KPIsHR• Assistance in understanding umbrella employment / midlancing for clients and consultants and its implications for their negotiations• Understanding client questions related to the employment relationship: labor law, international mobility, payroll…Marketing, PR, Community• Assistance in developing the communication strategy and defining the strategy and actions to increase OpenWork's presence in France and Belgium.
Recommendations
Be the first to recommend Rochette-Castel
Help this freelancer shine by sharing your experience working together.
These freelancer profiles also match your criteria
Agatha Frydrych
Backend Java Software Engineer
4.7
(3)
2
Baptiste Duhen
Fullstack developer
4.6
(4)
5
Amed Hamou
Senior Lead Developer
4
(2)
7
Audrey Champion
Web developer
4.3
(3)
4
Education
- Project Management CertificationNice Success School2021Formation complémentaire certifiante en gestion de projet
- Master II SME Management and EntrepreneurshipIAE Tours2019Formation en gestion entrepreneuriale et PME
Certifications
- Sales Hub ImplementationHubspot2024
- Inbound Marketing CertificationHubspot2024