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Derek Solan
Senior CRM and Revenue Operations professional specializing in implementation and automation
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About
CRM and revenue operations generalist who has become the go-to person for CRM training, implementation, migration, and administration across industries including wellness, pool services, construction, consulting, and home services. Particularly strong in cleaning up broken systems, building workflows and routing logic in HubSpot, and tying CRM improvements directly to revenue, customer experience, and team efficiency.
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Key Strengths
- Hands-on CRM systems builder across multiple industries
- Strong CRM implementation, migration, and user adoption focus
- Workflow and lead-routing optimization
- Cross-functional coordination across marketing, sales, operations, and field teams
- Built IVR and VOIP-to-HubSpot routing for a multi-state pool services company
- Improved customer experience by reducing lost calls, misroutes, and spam
- Contributed to revenue growth trajectory that was on pace to exceed company goals
- Experience from enterprise CRM environments down to starter/free tiers
- Revenue operations and KPI dashboard ownership
- Full-funnel analysis from lead generation through retention and membership lifecycle
- Testing-driven optimization mindset
- Used pricing and offer testing to improve repeat visits and immediate revenue in a wellness/infusion business
- Practical use of AI and Clay for lead enrichment and segmentation
- Process auditing and performance troubleshooting
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