Banner Image

All Services

Business & Finance Business Management & Consulting

CRM Implementation

$28/hr Starting at $28

  • CRM Needs Assessment: Work with stakeholders to determine CRM requirements, identifying pain points and desired outcomes.
  • CRM Selection & Customization: Assist in selecting the most suitable CRM platform (e.g., Salesforce, HubSpot) and tailor it to fit specific business needs.
  • Data Migration & Integration: Oversee data migration from legacy systems to the new CRM and ensure seamless integration with other tools (e.g., ERP, marketing software).
  • User Training & Adoption Strategy: Create a comprehensive training program to improve user adoption, emphasizing CRM benefits and usage.
  • Performance Tracking & Reporting: Design dashboards and reporting tools to monitor CRM performance, user engagement, and key metrics.

About

$28/hr Ongoing

Download Resume

  • CRM Needs Assessment: Work with stakeholders to determine CRM requirements, identifying pain points and desired outcomes.
  • CRM Selection & Customization: Assist in selecting the most suitable CRM platform (e.g., Salesforce, HubSpot) and tailor it to fit specific business needs.
  • Data Migration & Integration: Oversee data migration from legacy systems to the new CRM and ensure seamless integration with other tools (e.g., ERP, marketing software).
  • User Training & Adoption Strategy: Create a comprehensive training program to improve user adoption, emphasizing CRM benefits and usage.
  • Performance Tracking & Reporting: Design dashboards and reporting tools to monitor CRM performance, user engagement, and key metrics.

Skills & Expertise

Business AnalysisBusiness CommunicationsCRMData ManagementWorkflow Management

0 Reviews

This Freelancer has not received any feedback.