Pipedrive Expert and Project

Published: Jan 17 2023
Valid until: Feb 16 2023
Hourly rate:$20-$50/h

Project description

Medium project: ‎ The customer migrated from HubSpot CRM to Pipedrive CRM performing initial migration in-house. The basic migration has already been completed and the customer would now like to complete the setup and adjust the CRM to the sales team needs and actions. Some project details: - The company does enterprise B2B Sales - 5 team members (to grow rapidly and new team members will be onboarded to the CRM) - One of the elements of the project would be building proper dashboards and reports - There are no custom integrations planned at this stage but this will be confirmed on the later stage - As for now, the project would need to be kept as simple as possible, without any complicated integrations or setup, as an out of the box solution in Pipedrive CRM - The customer has a long-term perspective towards the project and would like to focus on quality - The customer will be running project management within Monday but is also open to using and onboarding to SoftwareSupport system for the purpose of the project

Project scope

Consulting on the workflow and next steps
CRM setup
Team training, onboarding
Identifying areas for potential improvement
Resources preparation (e.g. for new team members)

Required software

  • Pipedrive
  • Monday

Skills

  • Data visualisation
  • CRM

Location

Toronto, Ontario, Canada

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