CRM optimization and integration for transportation company

Project description

Our profile: professional TSL operator​,​ who is active on international and domestic market. Based in Poland.

The goal of the project is to audit existing solutions and build specification based on the audit. Finally after designing solutions specification needs to be implemented it will be including integrations between CRM and 3rd party tools.

Tech stack:

Pipedrive​,​

FreshMail​,​

WordPress

Performance marketing Channels (Linkedin​,​ Facebook​,​ Google)

Transportation software tools

Project scope

CRM audit and defining areas of improvement
Integrating CRM with lead sources (Google Ads, Web Form etc.)
Integrating CRM with marketing tools (Freshmail)
Integration with communicators (Slack, Teams, etc.)
Integration with ERP / 3rd party tools
CRM team training

Required software

  • Other
  • Pipedrive

Skills

  • 3rd party integrations
  • Business analysis
  • API
  • CRM

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