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Roque Mozingo

CRM Solution Architect for

Salesforce and HubSpot.

Founder of CRM Info Techs, an independent practice.  25+ years in sales operations and 7 years architecting Salesforce and HubSpot for financial services, nonprofits, and small business.  I design the data model, build the automation, migrate the data, and train the Users who work in the CRM every day.  I also build and supervise AI agents that work inside these systems.  Open to full-time CRM Solution Architect roles.
Roque Mozingo, CRM Solution Architect

How I Work

Hi, I'm Roque.  People also call me Rock.

I interview stakeholders at every level before developing a plan, from leadership to the reps who live in the system all day.  At larger orgs I work through power users and influencers and use polls to cover the rest.  I gather the requirements unique to the business and identify the edge cases people run into today.

Solutions are built in a Sandbox first.  Native platform tooling comes first, then Zapier, Make, APIs, and custom code wherever they're the right fit, then rollout to production with announcements and training.  I also build AI agents that work inside the CRM, each running on rules I refine until the output holds steady, which frees people up for the work that matters.

Success is measured by adoption and a complete view of every Contact.

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How I Work

I interview stakeholders at every level before implementation, from leadership to the reps who live in the system all day. At larger orgs I work through power users and influencers and use polls to cover the rest. That is where the edge cases show up.

Everything is built in a Sandbox first, on native platform tooling before custom code. Success is measured by adoption and a complete view of every Contact.

CRM Implementation,
Integrations and
Administration

Automation and
AI Agents

Data Migration,
Management, and
Analytics

User Support and
Training

Industries
Served

I've built CRM environments for grantmaking foundations, wealth advisors, lenders, and small practices. Every org is different, so every build starts with discovery, not a template.

Nonprofits &
Foundations

Grantmaking pipelines, an event engine, and consent management for a 75+ User, 3-office national foundation.

Financial Services

Financial Services Cloud builds and migrations for wealth advisory firms, including RedTail and Orion data.

Small-Business
Lending

Data governance, a data dictionary, and a weekly import pipeline for a funding firm. A client of 7+ years.

Wellness
Practices

A full operating system for a wellness practice: HubSpot, scheduling, e-signature, and automated SMS.

AI Agents, Built and Supervised

A few examples:

  • A prospecting agent that researches prospects, creates Lead or Deal records in HubSpot, writes and sends the first contact email in the company's voice, and creates HubSpot follow-up tasks for a person or another AI agent.
  • An inbox watchdog that flags messages still needing a reply and watches for client agreement.  When it spots one, it adds a calendar event with the right attendees, creates and sends a contract, or routes the decision to another department, then sends a summary.  Every output can be reviewed before it goes out, for as long as it takes to trust the agent.

AI autonomy, built for speed, keeping people in the loop.

Selected Work Experience

  • Nonprofit foundation with global impact, 75+ Users, 3 offices, 8 program teams: Joined an in-flight HubSpot implementation after the original consultancy exited.  Finished the migration, unified grants management and program operations data into one record architecture, and led the launch.
  • National sales brokerage: Rebuilt an underused Salesforce org into the company's operating backbone with 90+ time-saving automations, validation rules for structure, and data-quality dashboards that keep Sales data reliable and actionable.
  • Dual-CRM consultancies: Built database-to-CRM migrations and bi-directional syncs between Salesforce and HubSpot, Orion and Salesforce, Orion and HubSpot, and Qualia and HubSpot.  Every sync and migration includes pre-load cleansing and post-load reconciliation.

What Clients Say

"We had used Salesforce for 1 year before Roque at CRM Info Techs came on board. We now know that we hadn't really been using Salesforce. CRM Info Techs is not only incredibly professional and knowledgeable, they have the ability to make our not very technically savvy team, proficient."

Arthur King, Ultimate Sales, Atlanta, GA

Latest Writing

AI Can Map Your Fields.  It Can't Map Your Households.  Why automated field mapping in a Financial Services Cloud to HubSpot migration loses household relationships, and what it takes to migrate without that loss.

Certifications

Salesforce Certified Sales Cloud Consultant · Salesforce Certified Administrator · Salesforce Certified AI Associate · Einstein Prediction Builder Accredited Professional · HubSpot Salesforce Integration Certified · HubSpot Data Integrations Certified

Salesforce Base Tier Partner

Latest Writing

Contact Me

Hiring a CRM Solution Architect?  Send me a note, or book a 20 minute call.
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