CRM for small consulting business
$50 USD / hora
I am looking for someone who can recommend and implement a CRM system customized to my needs.
We are 2 consultants supported by one business manager. We provide workshops on team effectiveness for executive teams in large companies worldwide. Some leads come via the organization that we are affiliated with ([login to view URL]), most leads come from ourselves (network, LinkedIn, referrals).
I need to improve my current CRM system. I need to be able to track current clients (to sell more workshops) and potential leads. I need to track contacts via mail and phone. Set reminders to contact leads. I need to be able to run reports to see who I know in a certain company, country, etc. And I need to be able to use the database of clients and leads for mailings. All standard stuff.
Here is the tricky piece: I have to use the Salesforce account of the Table Group ([login to view URL]) to report sales. But it is not necessarily set up for my needs and I cannot make any changes to the account. They are upgrading to Lightning in a couple of weeks - so that will be the standard. So I need advice on whether I should have my own system, which then syncs with Table Group Salesforce. And I am looking for a really smooth process without having to enter data twice. Linking to LinkedIn, Outlook, mailing database, my contacts, etc. Setting up reminders so I get them in the most convenient way, etc.
That is why I am looking for someone who can map out my process, figure out the options and recommend the right plan. Though the business is small, I am looking for a super optimized process.
ID do Projeto: #19970471
Sobre o projeto
56 freelancers estão ofertando em média $52/hora nesse trabalho
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Hello, We have personally gone through your complete CRM based requirement and can understand that you need to manually manage the CRM to manage leads and update to the database. Based on your mentioned features Mais
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Hello, sir. I am interesting in your project. I mastered developing CRM system. I can customize to your needs. I have many skills and experiences in CRM system. I will provide you customized CRM system which will sat Mais
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Dear client here is one of experienced CRM expert with 8+ years of experience. I can show my past work while chatting or calling with you. Please contact me now and let us discuss more in detail Thanks I will wait for Mais
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Hi there, I can help you out with the CRM system. I’d like to review your current CRM system. In that way, I’ll be able to map out the entire process in a better way. Let me know when you’re available so we may di Mais
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