CRM Configuration and Workflow Automation
Brian Riback
Transform your CRM into a powerful engine for lead management, customer retention, and sales growth. This project focuses on customizing your CRM system to suit your business needs, automating repetitive tasks, and optimizing workflows for increased efficiency and ROI.
Deliverables:
Audit of your current CRM setup and processes.
CRM configuration tailored to your team's workflow.
Automation of key tasks (e.g., lead routing, follow-ups).
Integration with other marketing tools for end-to-end visibility.
Post-implementation support and troubleshooting.
Who It’s For: Sales and marketing teams looking to reduce manual tasks, improve collaboration, and make their CRM work harder for their business.
Timeline: 3-5 weeks
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Posted Dec 16, 2024
Your CRM should be the backbone of your sales and marketing success—not a source of frustration. I’ll configure your CRM to fit seamlessly into your team’s work
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