Crm Consultant Projects
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Implement 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.
opportunity
Transactional Emails via Brevo/Zapier
We would like a transaction email to be sent to a client upon their case being reviewed by our team. A task such as 'Case Review' would be completed on our CRM - following this, we would like a transactional email to be sent out to the client, which will continue to be sent every 48/72 hours until the client uploads the information we need into a gravity form that we provide. The gravity form asks for the clients email address, which can then be used to stop the automation of further emails. We use for current flow/automations CapsuleCRM Zapier Brevo It would be great to get this done as soon as possible - therefore price and timescale is needed.
8 days ago18 proposalsRemoteopportunity
Netsuite - Development
We use Netsuite now for our CRM and need some help with setting up the below list in the system. • Integrate website leads into NetSuite ( with allocation permission remaining with the Sales Manager) our website is on a Shopify platform. • Manual entry of leads received from a direct call. • Visibility of the lead/deal journey • Ability to highlight hot jobs for the month over a certain $$ value. • Reporting matrix ( Spend less time reconciling spreadsheets and more time strategizing) • Set up templates for standard proposals, so that the sales team can add items out of the system and send out of the system.
4 days ago20 proposalsRemoteopportunity
Business Plan
I need a consultant to produce a business plan, to include executive summary, competitive analysis (UAE), business model, financial budgeting and planning, resourcing, etc.
16 days ago43 proposalsRemoteHelp with tracking, cookie consent, server side tracking
I have a few clients who are all suffering from declining numbers due to the above issues. There isn't a one size fits all so looking for a consultant who can come up with a solution for each depending on their needs. Needs someone experienced in conversion tracking google ads, GTM etc
16 days ago13 proposalsRemoteopportunity
Legal Licensing Consultants required Premises licence review
Looking for representation at a hearing for a review requested by ENH to limit opening hours for nightclub hearing is May 8 in Sussex - this request is for representation not tel advice so only local consultants and or solicitors apply - do not need to be practising but be aware of licensing laws - no speculative mails please
25 days ago5 proposalsRemoteopportunityurgent
Landing Page/ Blog Page Elements For A CMS
We have a CRM and sales tool. imbedded in this tool is a CMS that will build landing pages, blog pages and emails. We are have a range of designs in the spec doc attached below that we need created, these are for the Landing pages and Blog pages. So we know you have read the post properly please quote upodcms at the top of your proposal. Please read the spec doc and price accordingly, we would like the designs done in figma and need all elements to work independently and we are expecting modern, clean and timeless designs very much using the most up to date layouts and formats. The quote is a guesstimate so please quote to have the work done to the highest standard. Please ensure you quote shows samples of your work.
10 days ago52 proposalsRemoteExpires in 20opportunity
Business Development Manager
we are looking for a business development professional. This is to generate leads and winning new business for the company. Essential requirements. - Strong communication skills - Ability to work independently and as part of a team - strong knowledge of sales and marketing principles - Experience in sales, marketing, or business development - Proficiency in CRM software and Microsoft Office suite or something similar - A proactive and results-oriented attitude - Experience in creating new clients for software products and services would be preferred. Tasks @-Email marketing campaigns @-Using the telephone/email/Zoom etc for any client management @-Using Social media for leads generation and recording
7 days ago18 proposalsRemoteopportunity
Drawing and Quoting System
I am looking for a system similar to CAD that is fast to plot a glass balustrade and calculate the parts needed and cost. Software that we can transfer the detail from when we have measured a deck and then plot the balustrade onto it including the stairs, being able draw stairs step by step. the System will them plot the balustrade with the rules created. We have 8 Systems that includes various colours of glass and various colours of metal. We are able to provide the CAD blocks of the individual components . Below is a link to a system we currently use and would like to improve on what this offers and include a CRM and Stock Control also. https://smartglazier.com/balustrade/ Below is another example of what I'm looking for. https://lightningcad.com/dpq/railings We also have a need for this within 1 month. If you can build this quoting system, CRM and Stock Control please submit your cost and timescale.
24 days ago13 proposalsRemoteCreate a website for a managed IT services company
Develop an engaging digital presence for a managed IT services firm. Custom design a user-friendly website aligned with branding to effectively showcase an array of solutions. Optimize content through text, images and multimedia to inform potential clients and reflect core values. Integrate with Hubspot CRM and incorporate interactive elements to encourage connections. Implement search engine optimized functionality for contact forms, social platforms and analytics. Adopt a flexible CMS like Wordpress or Webflow. Ensure refined design mockups, a fully functional integrated site, training materials and ongoing support over 6-8 weeks. Project will develop a comprehensive virtual flagship to establish authority and drive qualified leads.
a day ago52 proposalsRemoteCreating a website within an already existing framework
We are seeking a Web Designer to create a more professional and styled website within an existing CRM system for our female-based social sports league. The main objective of this is to work within the current limitations of the programme and enhance the website styling to make it consistent and create a brand pack for posting on Facebook and Instagram. Work within the current CRM system to enhance the website styling and consistency while adhering to brand guidelines. Develop a brand pack to be used across all social media platforms, including Facebook and Instagram. Create and design website pages, graphics, and templates to ensure a professional look and feel. Optimize website layout and design for improved user experience and accessibility. Ensure that the website is responsive and mobile-friendly. Manage the design process from conception to launch
23 days ago19 proposalsRemotePavement Design/ Road Design
Hello, I have a flexible pavement analysis ready for a road, the consultant requested to do a layer analysis to proof the design and details, so need to do that on an urgent basis. Looking for your offer. Kind regards, Ahmed
24 days ago10 proposalsRemoteOn Page SEO
"I seek an expert SEO consultant to conduct an thorough audit of my website www.london-printer-repairs.co.uk and recommend optimized strategies. The primary objectives are to enhance my site's organic search visibility and natural user experience. The specialist should start with a comprehensive analysis of my website's on-page SEO factors, such as title tags, meta descriptions, header tags, internal linking structure, keyword targeting and content quality. Special attention should be made to technical SEO considerations including page speed, redirects and crawlability. Based on the findings, the SEO consultant is tasked with crafting a comprehensive optimization plan. The plan should outline specific recommendations for improving my site's on-page technical configuration, information architecture and content marketing approach. Suggested changes may include rewriting or adding relevant pages and blog posts, structured data markup, XML sitemaps and ensure compliance with Google's webmaster guidelines. The end goal is to achieve superior rankings for targeted local and commercial keywords without link building or unnatural linking tactics. Progress will be measured by ongoing tracking of SEO metrics including keyword positions, backlink profile and user behavior data. Periodic reporting on achievements and adjustments to the strategy will also be required to ensure ongoing SEO success. Experience with optimizing websites for the printer repair or related industries is preferred. The ability to clearly communicate strategies and
2 days ago64 proposalsRemoteGoogle ads campaign for a Web Agency
We are exploring the possibility of launching a Google ads campaign to bring in new web clients. I would need someone to manage this for us. I specifically want someone experienced in driving actual leads for web and marketing agencies via Google and/or social ads, and someone who can bring a consultative approach to the table where suggestions to improve campaigns are made on a regular basis.
18 days ago52 proposalsRemoteSAP Process Engineer for Logistics area at TKE - Spain
Keil Business Solutions GmbH is an innovative Google reseller and IT service provider. For a customer project we are currently looking for a Senior SAP Process Engineer/Business consultant for Logistics area at TKE (f/m/d) - Spain Tasks: • Customer business consulting role • Develop process concepts and define detailed processes. • Work together with business functions to define requirements and align process concepts. • Drive process automation. • Align process concepts with SAP/IT team. • Work closely with SAP/IT colleagues to steer implementation. • Act as bridge between business functions and IT/SAP. • Monitor process execution during ramp-up/until stable and control process stability. • Detail process definition of logistics (incl. product planning, warehouse management, material management, etc.) • Definition, rollout and troubleshooting of processes w/ operational colleagues. Skills: • Deep SAP Logistics knowledge and experience in area of business consulting and process engineering • Customer oriented • Very strong process-thinking skills • Proficient/fluent English and Spanish skills • Pragmatic and solution-oriented way of working • Ability to work independently and in a structured way • Ideally some TKE experience and knowledge of best practices / state-of-the-art processes Start: ASAP End: 31.12.2024 + extension (at least until 31.12.2025) Utilization: 100% Location: remote and 50-60% on-site in Mostoles (next to Madrid, Spain) Project languages: Spanish and English If you are interested, please send us your profile (ideally in Word format).
15 days ago11 proposalsRemoteWhite label Facebook and Google Ads
I run a marketing consultancy offering marketing and social media content and strategy. I would like to run paids social ads and google ads for my own business, but also my clients. I previously dabbled with Facebook ads but my account is now restricted having made an error so am looking for someone I can refer work to, but on a white-label basis so as far as the client is concerned it is my company doing it. This will need to be done from your ad account, so please let me know the steps and required access and how that would work. Please include with your proposal some guide pricing, and how this would practically work. For projects I will be able to provide demographics, content, copy and everything need for the ads, it will simply be the placing and monitoring that is required from a partner. Most of the ads will be for small local businesses on a modest budget. Please give me some examples and ideas as to how this might work.
6 days ago33 proposalsRemoteopportunityurgent
We need 3 custom 3D concepts created.
We need three unique 3D concepts created for our CRM. Concept 1: We need a 3D tooth designed as a sales funnel. This is a design to show how many of their customers are in which section of their pipeline. in this example please use: New Leads / Consultation Booked / Considering treatment / Treatment Plan Accepted. We will need a view of this with3/4/5/6/7 sections please. Concept 2: We ned a 3D chair in the same style of the tooth so it matches. The chair gets more filled with the more of the time you've used. We are going for a theme taking inspiration from Apple so this will need to match. To ensure you have read this spec carefully please quote upod3d at the start of your proposal. Concept 3: We need a standard 3D funnel we need this with 3/4/5/6/7 sections please. The budget is a guideline, we will not necessarily choose the cheapest. Please quote accordingly.
4 days ago32 proposalsRemoteExpires in 26LOGO DESIGN
We need a logo for a small consultancy working on empathy, emotional, intelligence and kindness, we have some ideas, and we will only work if you can have a phone call, otherwise don't respond. will need three concepts. prefer UK and Europe-based
a month ago32 proposalsRemoteI WANT TO SET UP A LLC and a NON PROFIT WYOMING
I am o in the CAYMAN ISLANDS where we do not pay Taxes And I want to set up AMAZON SELLER accounts but they do not offer Cayman islands as a option Selvia has sent me the link to set up the WYOMING LLC But i have two questions for persons dealing with Persons outside of the USA 1) When willl I need to declare taxes from my Amazon PRofits ( after what dollar amount) if i set up my LLC in WYoming?? 2) I was told it was $64.00 to setup a LLC in Wyoming. But it seems different on the link i was sent 3) can i set up my NON PROFIT there in WYOMING as well? I need a ENGLISH sspeaker so they can consult me about this properly as i am a non USA residident and need proper advice Here is the LINK i was sent but it is very confusing as far as price is concerned 2) How to open an LLC in Wyoming: http://www.myusacorporation.com/
11 days ago5 proposalsRemoteopportunityurgent
20 High converting Blog / Landing page designs.
We need 20 Blog / conversion templates made for our CRM. These templates need to be universally useful and work with multiple colour schemes so they are easily adaptable to our clients colour pallets. These are clean designs and clear designs the only thing that will be changing on them for each client will be the colour scheme, imagery and content. These pages are designed specifically for conversion we are not looking for standard boring blog pages, our aim is to turn readers into customers. Each page should allow around 1000-1500 words and needs to be extremely well balanced. They need to make sure they are not word heavy. There will be a mixture focus on services and products. Please start your proposal with UPODBLOG. All being well there will be a lot more future work.
25 days ago46 proposalsRemoteExpires in 5opportunity
Member drive for pole and dance studio
Overview: We're seeking a dynamic and results-driven salesperson to generate 150 sign-ups for our Unlimited Membership program at our state-of-the-art pole and dance fitness studio. The membership includes access to our gym facilities and sauna, providing a comprehensive wellness experience for our members. Responsibilities: 1. Conduct outbound sales calls to potential leads, highlighting the benefits of our Unlimited Membership program. 2. Utilize persuasive selling techniques to overcome objections and close deals. 3. Maintain accurate records of sales interactions and memberships sold. 4. Collaborate with the marketing team to develop effective sales scripts and strategies. 5. Provide exceptional customer service to ensure a positive experience for new members. Requirements: 1. Proven track record in sales, preferably in the fitness or wellness industry. 2. Excellent communication and interpersonal skills. 3. Ability to work independently and meet sales targets. 4. Familiarity with CRM software is a plus. 5. Passion for health and fitness is desirable. Compensation: This position offers competitive pay the base fee is set plus commission per new member Join us in promoting health and wellness through pole and dance fitness, and be part of a vibrant community dedicated to personal growth and empowerment.
2 days ago6 proposalsRemote