CRM for machine relocation company

Published: Mar 30 2021
Valid until: May 02 2021
Hourly rate:$20-$50/h

Project description

CRM building project template, including full setup, integration and optimization.

Project scope

CRM building / PoC
Custom fields configurationDatabase upload (Excel, Bisnode)Email integration (Microsoft Outlook), email trackingFiltering setupEmail templates setupMobile app configuration
CRM optimization
Forecasting setup (probability, expected close date)Lead sources setupLost reasons configurationLabeling (hot leads, warm leads)Invoicing (ERP to be changed, potentially to be also implemented)Contract templates (depending on the customer, profil zaufany?)Security setupProducts (optionally, basic)Marketing integration (newsletter)Website forms integrationLead sources integration
Sales process building
CRM rules buildingLead qualification (not advanced)Collecting information about customer profile (logistyka długoterminowa, relokacja, informanje w systemie)Leads/contacts segmentationActivity planningReviving lost leadsWebinars' integration (Livestorm)Microsoft Teams notificationsMiller Heinman / Bant lead qualification
CRM analytics
Insights and dashboardGoogle Sheets/Excel integrationEmail reports setupCohort analysis (by industry, by size, by offer type)Sales team structure, goals and remuneration
CRM integration
Calling system integration (mobile phones)Electronic signature integrationLead identification integrationProposal sending integrationCold mailing integrationERP integration (to be selected/recommended)Bisnode integrationLocal portals' integration/upload (LinkedIn + others)Microsoft Office integration

Required software

  • Pipedrive
  • Salesforce
  • Zoho
  • HubSpot

Skills

  • CRM
  • Implementation
  • Training

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