CRM Implementation and Integration

Published: Aug 04 2021
Valid until: Sep 03 2021
Starting budget$100
Type: hourly rate

Project description

Below let us share the potential scope of the CRM implementation project:

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CRM Implementation and Integration

Project scope

1. Discovery (Business consultant / Business lead)
PoC / MVP Delivery ready to use Meetings workshops Data structure planning + configuration + reconfigurationLead source integration planning + configuration + reconfigurationSales process planning + configuration + reconfigurationAccount management planning + configuration + reconfigurationMailing automation planning + configuration + reconfigurationProducts structure planning + configuration + reconfigurationBilling integration planning + configuration + reconfigurationCustomer service planning + configuration + reconfigurationCommunication planning + configuration + reconfigurationAnalytics planning + configuration + reconfigurationWorkflow automation + configuration + reconfiguration
2. Technical implementation / Tech lead
Lead sources integration - Website Lead sources integration - Facebook Lead sources integration - Google AdsLead sources integration - Linkedin Campaigns monitoring set up (UTM, ID) 3rd party advertising platforms integration Marketing automation integration (3rd party tools, custom apps included)Billing / Invoicing integration e.g. Stripe, Optima
3. Analytics and reporting / Tech Lead / Business lead
Warehouse integration Data management BI Platform integration Reports drafting and customization
4. Project management / process
Managing project Secure access sharing Communication channel Handling and directing inbound requests Status
5. Support
Handling inbound support queries 1h response time

Required software

  • Pipedrive
  • Salesforce
  • Zoho
  • HubSpot


  • Data analytics
  • API
  • CRM

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