CRM Sales Process SpreadsheetEszter Bertok
A detailed blueprint covering up to 3 CRM objects and 50 fields, sales workflow and ownership rules, testing scenarios, and migration priorities.
No customer database or CRM access required. A short written intake is enough to get started.
DELIVERY: Personalized, editable Excel workbook (.xlsx).
CRM setup, actual data cleaning, data import, and automation configuration are not included.
Eszter's other services
Starting at$299
Duration7 days
Tags
CRM
Google Sheets
Microsoft Excel
data cleaning
businees consulting
Service provided by
Eszter Bertok Fondi, Italy
- 8
- Followers
CRM Sales Process SpreadsheetEszter Bertok
Starting at$299
Duration7 days
Tags
CRM
Google Sheets
Microsoft Excel
data cleaning
businees consulting
A detailed blueprint covering up to 3 CRM objects and 50 fields, sales workflow and ownership rules, testing scenarios, and migration priorities.
No customer database or CRM access required. A short written intake is enough to get started.
DELIVERY: Personalized, editable Excel workbook (.xlsx).
CRM setup, actual data cleaning, data import, and automation configuration are not included.
Eszter's other services
$299