Comprehensive CRM Management for Streamlined Client Engagement
Sam Robidoux
(0)
Starting at
$
35
/hrAbout this service
Summary
I offer beginner-friendly CRM management and agenda organization services tailored to small businesses. My focus is on providing simple, easy-to-use systems that help you stay organized and manage client relationships effectively. What makes me unique is my ability to break down complex processes into manageable steps, ensuring you're comfortable and confident in using your new tools.
What's included
Basic CRM Setup and Agenda Management for Small Business Efficiency
With this service, you'll receive a simple but effective help with your CRM setup to help you manage your clients and keep track of your daily tasks. I’ll help you organize your customer data, set up reminders for appointments, and manage follow-ups, ensuring nothing slips through the cracks. Along with that, I’ll integrate a basic agenda system so you can easily track your schedule and tasks in one place. This setup will help you save time and stay organized, allowing you to focus on growing your business.
Skills and tools
Sales Manager
Advisor
Account Manager
Asana
HubSpot
Salesforce
Industries
Sales
Work with me