Summarize and rephrase this content to 200 words We are a leading food delivery company. We are looking for an expert CRM consultant to help us transition our current manual, Excel-based sales management process to an online CRM platform. We are considering HubSpot or Pipedrive but are open to recommendations based on the expert's analysis and our unique requirements. The successful consultant will be expected to analyze our current processes, make recommendations, design the new workflow within the chosen CRM, and guide our team through the transition process.
Tasks/Deliverables:
– Analyze and understand our current sales management process – from sales acquisition to onboarding, and eventually handing over the account to account managers.
– Recommend a suitable CRM platform based on our unique business needs and workflow.
– Design the sales workflow within the chosen CRM, ensuring it is user-friendly, efficient, and fits our business model.
– Guide and support our team during the transition process to ensure a smooth implementation.
– Conduct training sessions for our team to ensure they can effectively use the new CRM system.
– Provide post-implementation support for a specified duration to troubleshoot any issues and make necessary adjustments.
Skills required:
– Extensive experience in CRM consultancy, especially with HubSpot and Pipedrive.
– Strong knowledge of sales workflows and process management.
– Excellent problem-solving skills, particularly in software and workflow design.
– Strong communication skills – must be able to clearly explain technical concepts to non-technical team members.
– Training skills – able to effectively train users in the new system.Budget: $2,500
Posted On: June 22, 2023 10:09 UTCCategory: Sales & Business DevelopmentSkills:HubSpot, Customer Relationship Management, Data Entry, Lead Generation, Pipedrive, Email Communication
Skills: HubSpot, Customer Relationship Management, Data Entry, Lead Generation, Pipedrive, Email Communication
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