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.
62 pekerja bebas membida secara purata $52/jam untuk pekerjaan ini
Hi, Dear client. Thanks for your job posting. I am expert web developer with 20 years experience. I can finish your project perfectly and quickly. Please contact me and let me know details. Regards.