Summary
Overview
Work History
Education
Skills
Certification
Languages
Timeline
Generic

Rahul Pisipati

Summary

Experienced professional with 5+ years of expertise in Salesforce CRM, Zoho CRM, business operations, data analysis, report generation, and dashboard preparation. Proven track record of managing and optimizing CRM systems to drive sales growth and improve business efficiency. Skilled in data analysis to identify trends and opportunities, generating comprehensive reports for strategic decision-making. Adept at creating visually appealing and user-friendly dashboards that provide actionable insights for stakeholders. Committed to delivering exceptional results through attention to detail and a strong focus on customer satisfaction.

Overview

5
5
years of professional experience
1
1
Certification

Work History

Senior Manager - MIS, CRM & Business Operations

Edit Pvt. Ltd.
09.2023 - 10.2024

Sales and Operational Analysis:

  • Performance Reports for Sales Teams, Regional Sales Reports, Cross-Selling and Upselling, Performance Reports for Marketing Campaigns, Financial Reports, etc

Zoho Administration:

  • Managed and maintained the Zoho CRM system, ensuring data accuracy, system functionality, and user satisfaction

Data Analysis & Reporting:

  • Developed and generated custom reports and dashboards to provide actionable insights to sales and marketing teams using Zoho Analytics
  • Designed and automated complex spreadsheets using advanced formulas (e.g., VLOOKUP, INDEX-MATCH, IFS, etc.) and data analysis tools (e.g., PivotTables) to streamline reporting and decision-making processes

Optimized Customer Communication:

  • Leveraged Zoho CRM to manage and streamline customer communication workflows, ensuring prompt and personalized responses to client inquiries using3rd party tools like Zapier, Gallabox - Whatsapp Integration, Ozonetel - Dialer

Chatbot and Live Chat Integration:

  • Connected Zoho CRM with Zoho SalesIQ to automate responses and enhance customer support efficiency

Process Automation:

  • 25% more sales productivity was attained by developing and implementing automated workflows in Zoho CRM to expedite lead handling, task assignment, and opportunity monitoring
  • In order to ensure prompt follow-ups and status updates, workflow rules and criteria were configured to initiate field updates, email alerts, and task creation based on lead and opportunity conditions

Team Collaboration & Communication:

  • Supervising a14-person sales team that is adept at Zoho CRM for efficient sales and operations, while keeping an eye on sales metrics, sales targets and KPIs

Stakeholder Collaboration:

  • Collaborated with key stakeholders to align data initiatives with business objectives, enhancing overall organizational performance

Sales Pipeline Monitoring:

  • Used Zoho CRM to monitor and manage the sales pipeline, enhancing lead conversion rates through effective follow-ups

MIS & Process Excellence Manager

AMPA Orthodontics Pvt. Ltd.
03.2021 - 08.2023
  • Database Management and Performance Analysis across verticals
  • Responsible for Reports automation using Salesforce CRM
  • Configured Salesforce CRM modules, fields, workflows, and automation rules to align with business requirements and enhance system functionality
  • Managing of Effective and Efficient implementation of new SOP’s and processes aimed towards company’s growth
  • Analyze current operational processes and workflows to identify areas for improvement
  • Worked with developers to create and deploy custom solutions within Salesforce CRM, including custom modules, functions, etc
  • Provided comprehensive support and training to end-users, enhancing their proficiency and maximizing effective utilization of Salesforce CRM
  • Work closely with other departments (e.g., sales, marketing, finance, HR) to align operations with overall company objectives

Sr. Executive Sales & Operations

Raj Enterprises Pvt. Ltd.
09.2019 - 01.2021
  • Develop and Execute Sales Strategies: Lead the development and execution of comprehensive sales strategies to drive revenue growth and market expansion
  • Market Research and Analysis: Conduct market research to identify emerging trends, customer needs, and competitive landscape
  • Implemented Salesforce CRM resulting in improved sales team management
  • Automated routine tasks and workflows in SalesforceCRM, such as lead assignment and follow-up reminders, reducing manual effort and improving response time
  • Designed and implemented custom dashboards and reports to track KPIs and performance metrics

Freelancer

Pinkode Pvt. Ltd.
06.2023 - 10.2023
  • Stakeholder Reporting: Prepared and presented detailed reports and dashboards using tools like Excel or Spreadsheets to senior management, aiding in strategic planning
  • CRM Utilization: Streamlined lead management by leveraging tools like Salesforce to track client interactions, improving data accuracy and team efficiency

Education

PG Diploma - Data Science

IIIT - Bangalore
01.2021

PGDM, MBA - Marketing

SIES College of Management Studies
01.2019

B.Tech - EEE

SRM University
01.2017

Skills

  • Microsoft Excel/Spreadsheets
  • Salesforce CRM
  • Zoho CRM
  • SQL - Beginner
  • Power BI - Beginner

  • Leadership and Team Management
  • Effective Communication Skills
  • Process Improvement & Optimization
  • Business Development
  • Cross-functional collaboration

Certification

Salesforce Certified AI Associate

Languages

English
Bilingual or Proficient (C2)
Hindi
Bilingual or Proficient (C2)
Telugu
Upper intermediate (B2)
Marathi
Beginner (A1)

Timeline

Senior Manager - MIS, CRM & Business Operations

Edit Pvt. Ltd.
09.2023 - 10.2024

Freelancer

Pinkode Pvt. Ltd.
06.2023 - 10.2023

MIS & Process Excellence Manager

AMPA Orthodontics Pvt. Ltd.
03.2021 - 08.2023

Sr. Executive Sales & Operations

Raj Enterprises Pvt. Ltd.
09.2019 - 01.2021

PGDM, MBA - Marketing

SIES College of Management Studies

B.Tech - EEE

SRM University

PG Diploma - Data Science

IIIT - Bangalore
Rahul Pisipati