I will centralize your business in sugar crm suitecrm bitrix24 bitrix pipedrive zapier
About this Gig
I will make your CRM choice really worth it. I will take the time to fully understand your business model, operation, goals and challenges and provide expert recommendations, detailed implementation plan and full customization getting your team familiarized with your CRM.
Did you just get your CRM? Are still contemplating on which CRM suit your business? or You need to optimize your current CRM?
With vast experience in CRM setup, automation and optimization, I specialize in top CRMs; bitrix24 bitrix pipedrive SuiteCRM Suger CRM to help build a system that actually works.
A generalized setup usually goes like;
- Discussing Business Process
- Coming up with a mind-map
- Personalization
- Department segmentation, Roles and Privacy setup
- Lead and Contact importation
- Setting of pipeline and Automation
- Email template
- Task automation
- Document and invoice template
- Telephone and SMS setup
- Third app integration using zapier or make
- Team training and Delivery
But it is a bit different for every organization based on their business model.
Message me, let's start with discussing your business process.
I am online and available to help. Your CRM challenges - My Job to take care of.
Software:
PipeDrive
