CRM

Published: Mar 29 2021
Valid until: Apr 28 2021
Hourly rate:$20-$50/h

Project description

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

Project scope

CRM building
PoC setupCustom fields configurationDatabase uploadData structuringEmail integrationFiltering setupEmail templates setupMobile app configuration
CRM optimization
Forecasting setupLead sources setupLost reasons configurationLabelingInvoicingContract templatesMailing trackingSecurity setupProductsMarketing integrationWebsite forms integrationLead sources integration
Sales process building
CRM rules buildingLead qualificationLeads segmentationActivity planningReviving lost leadsPartners' onboardingWebinars' integrationAutomated emailsSlack notificationsContacts' segmentationMiller Heinman lead qualificationBant lead scoring
CRM analytics
Insights and dashboardGoogle Sheets integrationReports buildingEmail reports setupCohort analysisSales team structure and remuneration
CRM integration
Calling system integrationElectronic signature integrationLead identification integrationProposal sending integrationCold mailing integrationERP integration

Required software

  • Pipedrive
  • Salesforce
  • Zoho
  • HubSpot

Skills

  • CRM
  • Integration

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