CRM Implementation for photovoltaic company.

Published: Aug 16 2021
Valid until:
Sep 15 2021
Budget
Not specified

Project description

Basic CRM Implementation for customers' and partners' acquisition for 4-6 users.

Project scope

Discovery and workflow specification preparation
POC (proof of concept) Implementation
Defining initial CRM setup (pipelines, custom fields, stages, labels)
POC (proof of concept) Implementation extended
Integrating CRM with emailSetting up products featureIntegration with calendarSetting up user permissions and visibility settings
Data structuring and upload
Setting up analytics and reports
CRM team training

Required software

  • Pipedrive

Skills

  • Email systems
  • CRM
  • Project management

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