← Selected work

Excuse My Web

Client requirements.
CRM implementation.

Nearly seven years of international client projects, combining technical delivery with account management and coordination across internal teams and development partners.

The operating context

Each client’s process,
configured across their tools.

These projects connected client requirements to CRM configuration, marketing automation, websites and external tools. The work needed a shared understanding of how data moved, which system owned each field and who would maintain the process.

I worked across the technical setup and the coordination needed to deliver it, from initial requirements through documentation and user guidance.

My contribution

From requirements
to working configurations.

01

Platform implementation

Configured CRM and marketing automation solutions around client requirements, data models, field dependencies and commercial processes.

02

Data & integration rules

Defined property priorities and synchronization between CRM, marketing platforms, websites and external systems.

03

Campaigns & lifecycle

Built email campaigns and nurturing workflows, managed campaign assets and worked on preference centres and opt-in scenarios.

04

Reporting & handover

Developed dashboards around marketing and sales KPIs, with user guides and documentation to support the teams using each platform.

Delivery & coordination

Technical delivery and
project coordination.

I oversaw production across active projects, coordinated internal teams and external development partners, and helped translate technical requirements into priorities and deliverables.

The remit also included digital projects and product ownership: technical briefs, project scoping and the coordination between design, development and marketing needs.

Delivered through these engagements

  • Configured platforms and documented data models
  • Synchronization rules and property dependencies
  • Email assets, preference centres and automated workflows
  • Marketing and sales reporting dashboards
  • User guides and operational documentation
Explore CRM architecture & implementation

Start a conversation

What needs
to work better?

Describe the process that is causing friction, the teams involved and what needs to change. You do not need a technical brief to start the conversation.

  1. 01 I review your situation.
  2. 02 We discuss the scope and whether I can help.
  3. 03 You receive a proposal with clear next steps.

Based in Barcelona · Previously Paris and London