Crm Consultant Projects
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Looking for a CRM consultant
Description: We are seeking a highly skilled CRM consultant to join our team and collaborate on the development of workflow recommendations for our rapidly expanding company. Our goal is to create an efficient platform creating powerful marketing automation workflows, and integrating our CRM to supercharge our sales and marketing efforts. Key Features • Client Portal: Easy-to-access, customizable dashboard with activity updates and essential tools for communication, collaboration and branding. • Onboarding Automation: Streamlined forms, welcome packages, contracts, and payments. • Online Scheduler: Calendar integration for appointment management. • Surveys: Immediate and follow-up surveys for client feedback. • Funnel Building: Lead generation processes for client acquisition. • Email and SMS Marketing: Automated campaigns for client engagement. • Social Media Management: Brand visibility and client interactions. Responsibilities The consultant will: 1. Detail the optimal client workflow with a flow chart. 2. Articulate how each workflow phase will be impacted and automated. 3. Discuss the scalability of the solution for future long-term growth. If you are a skilled CRM consultant with a passion for driving efficiency and growth, we encourage you to apply for this exciting opportunity.
8 days ago17 proposalsRemoteFashion Consultant
We are looking for a Fashion Consultant to help source clothing online. You will need to have excellent online research skills and an eye for detail. We will supply you with images of the styles we are looking for and you will find similar styles and send product links. This is an ongoing role. Please send your CV with our experience
11 hours ago10 proposalsRemoteopportunity
Personal branding consultant
I am looking for a Personal Branding expert. Need assistance in enhancing my personal branding on social media.
2 days ago42 proposalsRemoteBusiness Model Consulting
I'm seeking a finance individual with CFO experience to provide me guidance on the key metrics of a successful business model for a property services company. What are the industry standards for costs per leads? lead to deal conversion rate? gross profit margin? operational profit margin and any other key metric that identifies a high valued successful property services business?
7 days ago16 proposalsRemoteArtisan Bakery Consultant
From proposition to launch. you will be developing a brief, creating a menu, establishing supply chains, producing recipes supported by full dish specifications, inc costings and step-by-step methodologies. Once development is complete you will be training the kitchen team and supporting the launch working with us to create ongoing financial business modelling and advising on all implementation of operational systems and processes. We need someone with skills in the following: Research, category analysis, recommendations Initial food brief and menu development Initial brand development Logo and brand identity Creative artwork package Brand application and integration Brand guidelines and applications menu development & training Menu creation Supply chain sourcing and set up Advise and support on kitchen design Dish by dish recipe costings and margins Menu ordering process and schedule Step by step dish specifications with images Kitchen team training and launch support Smallwares, packaging and consumables Advise on food and health safety processes Post launch menu performance reviews Commercial business modelling Indicative P&L development Labour and staff model analysis Menu analysis, labour, margins and controls Franchise operation manuals New site opening critical path EPOS systems and IT requirements Delivery aggregator set up and launch Commercial review and recommendations
7 days ago10 proposalsOn-site in London, GBSoftware Architect Consultants Needed
We seek a seasoned Software Architect to conduct extensive auditing, validation, and testing of our Software as a Service Blueprint. With your advanced skills and experience, you should have a keen eye for detail and be knowledgeable about best practices for SaaS solutions. As we already have a Software Development Team in place, you will be engaged as a consultant to audit whether there are any loopholes and security issues with our Software as a Service (SAAS). This project involves: 1. Review the current blueprint for areas of improvement or potential error. 2. Providing professional advice and recommendations to enhance the blueprint layout and functionality. 3. Auditing the Blueprints for Software as a Service (SAAS) as a consultant. Given the level of scrutiny required, candidates should possess the following skills and experience: - Proven experience in Software Architecture, and extensive knowledge of SaaS platform development. - Exceptional analytical skills and experience in software troubleshooting. - Strong comprehension of system integration and interoperability. - Familiarity with the latest industry standards and best practices. - Have extensive experience working with ReactJs, React Native, and PHP. Applicants who also have a background in SaaS Auditing Blueprint would be highly desirable. A successful engagement would mean that the blueprint is properly audited, and its enhanced version improves the overall quality of our SaaS solution. Please provide your Portfolio, and Github Repository and also state your level of experience with regards to the Above stack(PHP, React Native, ReactJs) and your quotation for the above project. Successful candidates who meet the above requirements will be shortlisted for an interview before being successfully hired. Timezone GMT + 8 Thank you
2 days ago5 proposalsRemoteRecruitment Business Development Consultant
I seek an experienced recruitment business development consultant to expand our client base and identify new hiring opportunities. The consultant will play a key role in strategically growing our network of corporate partnerships by leveraging their expertise in identifying organization's with impending recruiting needs. The ideal candidate will have a minimum of 3 years experience in a similar business development role within the recruitment industry. They should possess strong networking, sales and relationship building capabilities to effectively engage with HR leaders and hiring managers. The goal will be to showcase our full suite of talent acquisition services and demonstrate how we can efficiently support their staffing requirements. Consultant will be expected to conduct targeted outreach, attend relevant industry events and keep an active pipeline of sales qualified prospects. Excellent communication and presentation skills are a must to represent our brand professionally and close deals. Consultant will be evaluated based on number of qualified meetings scheduled each month and long term contracts secured. The role requires the ability to work both independently in a self-motivated capacity as well as collaboratively with our internal recruitment team. Proficiency with CRM systems and process documentation is also advantageous. This is a full time role with a competitive base salary plus commission structure. The ideal candidate will be a highly motivated self-starter who thrives in a fast paced sales environment. If you have a proven track record of successfully generating new business for a recruitment firm, I encourage you to submit
5 days ago11 proposalsRemoteNeed MT5 CRM with Tradersroom - Basic Features
I am looking for a developer who already has past experience in FOREX MT5 CRM & Tradersroom Need readymade solution where the user can Create Account, Deposit Request, Withdrawal Req, Create Ticket etc I am looking for low cost service as this is going to be basic CRM with limited features
7 days ago7 proposalsRemoteNew product development consultant
Ongoing consultancy 2-3 days a week when needed. We are looking for a New Product Development Consultant with a strong background in food and beverages, ideally in the heath sector. You would be consulting for an individual, working with them from concept to launch. Role Description This is a temporary, on-site and remote located in Greater London. As a New Product Development Consultant, you will be responsible for day-to-day tasks associated with the development of new products. This includes conducting market research, identifying customer needs and preferences, collaborating with cross-functional teams, and creating product development strategies. Advising from your industry experience on who to work with and getting the best terms. Qualifications Strong analytical and problem-solving skills Excellent communication and interpersonal skills Ability to work both independently and collaboratively Experience in product development or related field in food and beverages Knowledge of market research and product evaluation Proficiency in project management and decision-making Additional certifications or qualifications related to product development are a plus
13 days ago2 proposalsOn-site in City of London, GBImplement Automated Lead Nurturing System on Zoho CRM
Company Overview We empower entrepreneurs with the fastest way to get a professional business phone system. Our SaaS platform helps small businesses build stronger customer relationships and grow their sales. We are an early stage startup focused on emerging markets. Project Overview: We need a Marketing Automation Specialist to design and execute a lead nurturing system that maximises conversions on our website. This is a high-impact, time-sensitive project leveraging Zoho CRM to deliver a seamless customer journey from first website visit to closed sale. The ideal outcome is converting website visitors to paying customers within 1-30 days, utilising a multi-channel approach (email, SMS, WhatsApp, and targeted outbound calls). Success will be measured by clear increase in website conversions. Key Deliverables & Success Indicators: - Lead Segmentation & Scoring: A lead scoring model implemented in Zoho CRM that effectively differentiates between low, medium, and high-intent leads. Clear lead segmentation criteria based on demographics, website behaviour, and other relevant factors. - Automated Nurturing Workflows:Design multi-channel campaigns (email, SMS, WhatsApp) with a focus on providing value, addressing objections, and increasing conversions. (Consider a welcome series, educational content, overcoming objections, etc.). SMS and WhatsApp should primarily be used for time-sensitive offers and re-engagement - Integrated SMS and WhatsApp messaging workflows designed to complement email campaigns and boost engagement. - Create compelling email templates and messaging aligned with each lead segment and stage in the customer journey. - Build all necessary automation sequences in Zoho CRM, ensuring seamless lead progression based on engagement. - Telesales Integration: A system to identify high-intent leads who have not converted within 24 hours. Automated process to notify the telesales team and provide them with relevant lead information - Analytics & Optimisation: Zoho CRM dashboards tracking key metrics across all channels (email, SMS, WhatsApp, telesales). Weekly optimisation reports with actionable recommendations to improve campaign performance and conversion rates.workflows. Scope of Work and Timelines Phase 1: Strategy & Setup (Week 1 - 2) - Conduct an audit of existing website analytics and CRM data. - Develop a lead segmentation and scoring model. - Design a comprehensive lead nurturing workflow, including triggers, content themes for each stage, and channel selection. - Outline the telesales integration process. - Create email templates, SMS templates, and automation sequences. Phase 2: Launch & Optimisation (Week 3) - Launch the automated campaigns. - Set up dashboards and reporting in Zoho CRM to track lead progression, conversion rates, and channel performance. - Analyse initial campaign results and suggest optimisations to improve engagement and conversion. If you interested in this Job: - Submit your portfolio highlighting Zoho CRM lead nurturing campaigns. - Include 1-2 case studies showcasing successful automation projects you've implemented. - Briefly describe your approach to segmenting leads and designing a multi-channel campaign that converts.
4 days ago20 proposalsRemoteData Protection Consultant to identify exemptions
We are seeking a Data Protection Consultant to assist us in identifying exemptions for a number of documents in response to SARs and FOIs. The consultant will need to review the documents and apply redactions to ensure that they comply with data protection regulations. The ideal candidate will have experience with SARs and FOIs and will be able to demonstrate a thorough understanding of data protection laws and regulations. They will also have excellent analytical and problem-solving skills and be able to work independently and as part of a team. An interview and example task will be completed as part of the identification process to ensure that the candidate is the right fit for the role. If you are a qualified Data Protection Consultant with experience in SARs and FOIs, please apply for this position. We look forward to hearing from you.
8 days ago7 proposalsRemoteopportunity
Wanting bespoke website building
I have 5k budget to build a custom made website for my uk based legal based. Wanting a crm and an api running behind it.
5 days ago79 proposalsRemoteopportunity
Simple ERP/CRM system for Aesthetic Clinics
Hi, looking to develop a simple, quick-deployed, ERP/CRM system to record clients, invoices and treatments for our clinics of aesthetic medicine. We would like to start with basic functionalities and add more over time, ongoing. That's also why we like Retool or similar software. I attach a draft E-R model and basic user cases. Thanks, Edo
16 days ago73 proposalsRemoteTelesales consultant
I'm looking for someone to call some web generated inbound leads and run through a basic factfind with them. A good telephone manner and native British accent is required. Ideally looking for someone who can commit to 10 hours per week.
a month ago18 proposalsRemoteGenerate and Provide leads
We are looking for a skilled lead generation specialist to assist in building relationships with fashion consultant agencies. The main goal is to secure placements for our brand and products in independent and high street retailers.
3 days ago17 proposalsRemoteopportunityurgent
Custom UX/UI Design for a bespoke CRM
We are looking for a skilled designer to help us with a custom UX/UI for our bespoke CRM. We are very much taking inspiration from Apples simplistic and easy to use theme and have a very specific criteria. We are looking for someone with exceptional attention to detail as well as a passion for creating beautiful UX/UI designs. To prove this please start your proposal with upodcrm. This CRM although simplistic will be very design heavy and we are trying to make a system with a ton of user first features inviting and easy to use. You will need to be available over the phone and be able to work solely on this until completion. The budget set is for phase one of the design, there is likely to be 2-3 phases.
21 days ago77 proposalsRemoteExpires in 9opportunity
Wordpress developer
We have a bespoke built CRM system that requires work to be completed, we have a video and email of all the information required and was wondering whether someone would look at this as a one of for us. We need someone that is a specialist in wordpress as this is a bespoke system with alot of detail.
15 days ago90 proposalsRemoteVeterinary Educational Consultant Required
Veterinary Educational Consultant Required Posted 32 minutes ago U.K. located freelancers only We are in need of a Veterinary Educational Consultant who possesses in-depth knowledge of domestic cat anatomy. Your expertise will guide the development of an educational product designed to support the learning of university students, and veterinary professionals. Phase 1: • Review our preliminary text-based content that details various anatomical parts of the domestic cat. • Advise on the accuracy and sufficiency of the content, suggesting critical revisions, additions, or removals. • Validate the educational content against current university and veterinary professional standards. Phase 2: Upon receipt of your content revisions, our team will collaborate with a graphic designer to create the visual elements for the project. Once these graphics are developed: • You will be asked to assist in mapping the verified text content to graphical representations. • This phase is essential for verifying that the content and graphical images are congruently mapped and anatomically precise, ensuring the educational integrity of the visuals. What We’re Looking For: • A Veterinary degree or equivalent qualifications with a strong background in feline anatomy. • Experience in teaching veterinary sciences, particularly to university students. • Excellent command of English with the ability to provide clear, concise feedback. The primary goal of your role will be to ensure the anatomical accuracy and educational appropriateness of our content and to align this verified information with graphical representations to finalise the product. If possible, provide samples of previous work in veterinary educational and any relevant experience or qualifications. Less than 30 hrs/week Hourly < 1 month Duration Expert Experience Level Remote Job One-time project Project Type Skills and Expertise Academic & Research Writing Deliverables Benchmarking Academic & Research Writing Services Editing & Proofreading Other Education Activity on this job Proposals: Less than 5 Interviewing: 0 Invites sent: 0 Unanswered invites: 0 About the client Member since Dec 22, 2016 United Kingdom London 9:40 PM 107 jobs posted 95% hire rate, 1 open job $3.3K total spent 105 hires, 8 active $7.00 /hr avg hourly rate paid 44 hours
a month ago5 proposalsRemoteopportunity
Lawyer for Remote Consultation Role
We're in need of a part-time Lawyer to provide remote consultation services to our clients. This role offers flexibility, allowing you to work a few hours per week from wherever you're most comfortable. As a Lawyer with us, you'll be responsible for offering legal advice, reviewing contracts, and providing guidance on various legal matters. If you're a licensed attorney with expertise in areas such as contract law, corporate law, or intellectual property law, we'd love to hear from you. Apply now with your resume and let's discuss how you can make a valuable contribution to our team and our clients.
a month ago14 proposalsRemoteBuilding a consultancy - get paid to do a research call
We're looking to hold 30 mins calls with experienced professionals who are now looking to build - a consultancy business - a portfolio career - exploring solopreneurship - thinking of building an online course or starting a blog These are user research calls - you will be paid for your time. We're looking for professionals with - 10+ years experience (at a company) that you're now looking to share - explored the consulting/solopreneurship path for more than 3+months. Please add your LinkedIn profile to your proposal
a month ago7 proposalsRemote