Cutting-Edge CRM Solutions

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About this service

Summary

I offer a comprehensive CRM implementation service that includes customized setup, in-depth training, performance analytics, and ongoing support to transform your business operations. What sets me apart is my commitment to tailoring the CRM to your specific needs and providing extensive training and support to ensure seamless adoption and sustained success.

What's included

  • Customized CRM Implementation

    Description: A fully implemented and customized CRM system tailored to your business needs. This includes configuration of workflows, custom fields, and integration with existing systems. Format: Web-based CRM platform with user manuals in PDF format. Quantities: One CRM system with up to 10 custom workflows, 50 custom fields, and integration with up to 5 existing tools. Revisions: Up to 3 rounds of revisions for workflows and fields.

  • Comprehensive Training Program

    Description: A detailed training program to ensure your team can effectively use the new CRM system. This includes live training sessions, recorded tutorials, and user guides. Format: Live sessions via video conferencing (recorded for future reference), video tutorials, and PDF user guides. Quantities: 5 live training sessions, 10 video tutorials, and 3 PDF user guides. Revisions: Up to 2 additional Q&A live sessions within the first 30 days post-implementation.

  • Ongoing Support and Maintenance

    escription: Continuous support and maintenance services to ensure smooth operation of the CRM system. This includes troubleshooting, updates, and minor adjustments as needed. Format: Email and phone support, regular system updates. Quantities: 6 months of support and maintenance. Revisions: Unlimited minor adjustments within the support period.


Skills and tools

Automation Engineer
Executive Assistant
Account Manager
HubSpot
Make
Salesforce
Zapier
Zoho CRM

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