Rene Monreal Email and Phone Number

Spearheaded the implementation of Airtable as a CRM platform, streamlining business operations and aligning the sales and operations teams with the company’s business model set in place by Craig Beason (Director of Operations). This initiative created a single source of truth, reducing human error for a $3.5 million revenue business.Leveraged QuickBooks, Google Calendar, Google Sheets, and various third-party software, identifying and addressing potential information risks within the business processes that may be caused by employee error.Dramatically decreased employee time spent on repetitive tasks by designing and deploying automations through Airtable and Zapier (using little Python for low-code solutions). Developed intuitive, no-code interfaces that empowered departments to efficiently input, export, and track inventory, projects, clients, production, and sales lead stages.Architected and managed no-code databases to support employee interfaces, enabling executives to monitor data, set KPIs, and review both individual and overall business performance.During the implementation of the CRM platform, Airtable, gained a foundational understanding of change management processes commonly used in large corporations. Engaged with managers and directors to analyze potential risks and collaborated on strategies for risk mitigation. Additionally, contributed to the development and presentation of this new CRM Software, presented in a way to prevent resistance to the implemented changes.

Generated over $295,000 in sales across both B2B and B2C channels, with an average ticket price of $2,598 and a highest single transaction of $17,345.Enforced strategic incentives, including seasonal discounts, to mitigate the impact of slow business periods. This initiative led to increased workload for hourly employees, reduced profit losses, and significantly lowered employee turnover rates.

Successfully secured a $62,000 in-house cost sponsorship for the AACWP Vendi Awards 2024, the industry’s biggest organization that our clientele is a part of, where we showcased our products to over 400 potential clients.Represented the company at promotional, sponsorship, and expo events, forging connections with clients and exploring opportunities for partnerships, product exhibitions, and sales growth.