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CRM implementation and integration

Scope:

Setting up and configuring the Pipedrive account

Security and permissions settings

Setting up the marketing and sales funnels

Lead qualification and labeling

Integration with Microsoft Exchange email

Synchronization of Pipedrive database with ERP system

Introduction to analytics inside Pipedrive

Integration with MailChimp

Implementation of customer satisfaction surveying

Integration with Leadfeeder

Training for the team

Effect: Successful implementation and integration of CRM system with a database. Secured information flow and defining permissions.

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SKILLS USED TO PROJECT
Implementation
Support
SOFTWARE USED TO PROJECT
Pipedrive
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