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Robert D.
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Robert D.

Help Desk & CRM Consultant | Automation Expert | Customer Service, CX

I believe in providing the kind of support that's so good your customers will tell their friends about it--and providing you the tools you need to make this happen. Looking for assistance in getting your help desk, CRM, or sales software configured from A-to-Z? I'm here for you and your business! I have more than 10 years of experience implementing customer service software for projects large and small--including for teams using phone, email, social media platforms, and chat. In addition, I believe customers judge us not on the mistakes we make, but on the type of resolution we provide for them. Often times, how we fix a customer's problem is an opportunity to gain their trust for life. I love digging into an existing implementation and looking for ways your team can be more efficient while still keeping personal touches. I excel at automation and workflow configurations and improvements. I have expertise in all major customer service systems, including Gorgias, Hubspot Service Hub, Freshdesk, Intercom, Zendesk, Front, eDesk, Zoho, Helpscout, WordPress, Podio, Pylon, and more. I also specialize in channels like Slack Connect, LinkedIn messaging, Instagram and Facebook messages, SMS, phone, voice, and more. I am also an expert at sales CRMs, including Pipedrive, HubSpot Sales Hub, Freshsales, Zendesk Sell and Zendesk Sales Suite, Salesmate, and more. Additionally, I have expert-level experience in implementations of Shopify, ShipStation, ReCharge Apps, Bold Subscriptions, ClickUp, Asana, Google Keep, MS Office, QuickBooks, WaveApps, and numerous other cloud-based solutions. I also have substantial expertise in Zoom, Skype, Microsoft Teams, and Slack for any remote team/work consultations. Finally, automation with systems like Zapier and Make are one of my key specialities. They connect anything to everything! If you can dream it, I can build it. Some popular platforms I connect are phone systems like Aircall or Justcall and signing platforms like PandaDoc. One of my key projects has been leading a customer service team for a startup coffee subscription company, which experienced 450% growth in its first year. I also personally provided, for several years, luxury customer service for an independent hotel that, according to TripAdvisor, is one of the "Top 10 rated" properties in its country. One white-glove service I also offer, on a limited basis, is expert-level customer service for high-end clients for short-term events (such as before, during, or after a Kickstarter launch). I also have a separate team of people providing fractional customer service--please ask me about this! No matter your product or service, I will study all documentation you send me to become an expert so that I can provide exemplary, tailored service for your project. I do not shy away from projects that require technical knowledge, either. In addition, I am a native English speaker and a fluent Spanish speaker. Whenever I take on a project, I work to meet and exceed all expectations and requirements, and I always meet or beat a deadline. Let's provide your customers with support they'll rave about to their friends.

🇺🇸Houston, United States$59/hr100% JSS4.92 (72)Since Jul 2019

Earnings and projects

MRR
$3k

Last 6 months ÷ 6

World#12,615 / 412k
🇺🇸Country#3,365 / 62.1k
Revenue, last 30 days
$4.3k

Last 6 months: $18k

World#7,271 / 412k
🇺🇸Country#2,161 / 62.1k
Total earnings
$563k

Billed in all: $577k

World#2,133 / 412k
🇺🇸Country#764 / 62.1k
Per project
$3.3k

$1.2k in the last 6 months

World#51,024 / 412k
🇺🇸Country#8,547 / 62.1k
Projects, last 6 months
15

Across 17 contracts

41% fixed59% hourly
World#9,888 / 412k
🇺🇸Country#1,638 / 62.1k
Projects in all
170

Across 193 contracts

39% fixed61% hourly
World#12,973 / 412k
🇺🇸Country#2,236 / 62.1k

Earnings, last 30 days

$577k+$4.3k earned in the last 30 daysBilled in all, before Upwork's fee · drag across the chart to see what was earned in any stretch
$572.5k$575.0k$577.5kOct 9Oct 24Nov 8

Skill rankings: Top 2% in Sales Lead Lists

Ranked by MRR among everyone on Upwork with the skill.

  1. #27Pipedrive744 freelancers · 🇺🇸 #8Top 4%
  2. #37Helpdesk1,033 freelancers · 🇺🇸 #3Top 4%
  3. #42Process Documentation883 freelancers · 🇺🇸 #19Top 5%
  4. #50Sales Lead Lists2,725 freelancers · 🇺🇸 #16Top 2%
  5. #54Ticketing System1,296 freelancers · 🇺🇸 #10Top 4%
  6. #64Gorgias1,588 freelancers · 🇺🇸 #11Top 4%
  7. #177Customer Relationship Management5,121 freelancers · 🇺🇸 #49Top 3%
  8. #178Zendesk5,908 freelancers · 🇺🇸 #29Top 3%