CRM streamlining and management

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About this service

Summary

As a very detail orientated person, I am capable and enjoy diving into the nitty gritty of the CRM. Everything from ensuring contacts are named correctly allowing faith to be placed in automations to designing and implementing opportunities and processes to ensure the most efficient and fruitful customer experience.

What's included

  • CRM Clean Up and Optimisation

    A total overhaul and clean up of your CRM, contacts, accounts and tasks, ensuring efficiency and professionalism to ensure your company and client satisfaction with no mistakes.


Skills and tools

Sales Manager
Customer Success Manager
Account Manager
Asana
Golang
HubSpot
Salesforce

Industries

CRM

Work with me