Crm Consultant Projects
Looking for freelance Crm Consultant jobs and project work? PeoplePerHour has you covered.
Seeking Office 365 & SharePoint Expert for Consultation
We are currently seeking an Office 365 expert for a regular (weekly) consultation to help us enhance our integration and automation processes. Our Current Setup: Licenses: MS 365 Business Standard, Copilot for Microsoft, OneDrive for Business, MS 365 Business Basic Tools Used: OneDrive, OneNote, Outlook, Forms, Word, Power Automate, Planner, To-Do, MS Teams Other Software: Clipping Magic, Ecover, InDesign, Jotform, Small PDF, Chat GPT 4, TimeCamp Challenges: Document handling, project tracking, email integration, calendar management Areas of Focus: Document Handling: Automating the process of saving email attachments to relevant project folders Marking received documents in Excel/OneNote Creating automated summary emails for clients Document Storage: Move from OneDrive for Business to SharePoint Project Management: Utilizing MS Planner/Outlook for project planning and tracking Streamlining task assignment and tracking in Planner Email and Calendar Integration: Integrating flagged emails and tasks in Outlook with To-Do, Planner, and OneNote Simplifying the use of multiple calendars across the team Automation and Power Tools: Automating document renaming using PowerShell/Power Automate Enhancing the use of MS Teams for notifications and project updates Requirements: Expertise in Office 365, especially in integration and automation Experience with Power Automate and other Microsoft tools Ability to provide actionable solutions for improving our current processes Strong communication skills to guide our team through the implementation If you have the expertise to help us streamline our processes and improve our efficiency, please reach out. We look forward to working with you to achieve our goals. Ludek Tucny Ludek Ltd
8 days ago14 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
17 days ago7 proposalsRemoteFacebook business portfolio verification
We are experiencing difficulties verifying our business portfolio on Facebook. We need consultation and assistance with this matter. The price is negotiable
2 days ago16 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
23 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.
14 days ago21 proposalsRemoteopportunity
1 to 1 wordpress coaching required - wordpress expert required.
I am looking for someone to work with me one-on-one to help me understand WordPress and give me consultancy on how to do certain things within the builder. I want someone to walk me through the design-builder, how to install it and best practices. 8-10 hours required initially - long-term consultancy hire
9 days ago42 proposalsRemoteRecipes for new online kitchen restaurant
We are interested in getting consultancy in setting up a fast food restaurant for our online order business Perhaps we could arrange a zoom to discuss Kind regards Allan
a day ago4 proposalsRemoteopportunity
UK Commercial Debt Collection Consultant - FinTech Advice
FinTech commercial (SME) lender required an experienced UK Commercial Debt Collection Consultant to support with the creation of policies for our collections process.
10 days ago8 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.
18 days ago9 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.
15 days ago85 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
a month ago73 proposalsRemoteImage Assessment software
Hi to all, I am looking for a digital image assessment software to incorporate to my image consulting website and app. With this software I would like to: 1) analyse through a questionnaire first, as picture and a 3D camera after the color profile of customers and their body shape. 2) Then, I would like to- based on the results- suggest a composition of suitable clothes from the pool i have pre-loaded. Please contact me for any questions. Thanks.
3 days ago22 proposalsRemoteopportunity
Assistance across various projects within CAD and photoshop
Hi there We're an interior design consultancy working across a variety of projects, including hotels, restaurants, student accommodation and private residences. We've had an influx of new projects and need ad hoc external support from a competent designer proficient in AutoCAD and Photoshop. Ideally UK based or minimal time difference. Flexible to working within our system. Looking forward to hearing from you.
11 hours ago13 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.
13 days ago22 proposalsRemoteopportunity
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.
a month ago89 proposalsRemoteArete University Application Counsellor
Our University Application Counsellors are freelance consultants who counsel our students – assessing their English and personal skills, achievements, experiences and ambitions and enabling them to present these to western admissions officers in compelling, well-composed narratives. Eligibility Candidates must: • Be native English speakers • Hold a minimum 2:1 class first degree - Master’s level or above is desirable • Be able to work independently, producing expected outputs under time pressure and to deadlines, using initiative to find information as needed • Be able to write and edit to a high standard in a variety of styles to suit the personality and ability of the individual student • Be able to produce convincing narratives that the individual student can justify and present to admissions officers • Be sensitive to cultural differences and engage the student with patience and empathy Preferred candidates will have a strong background or experience in one or more of the following subjects or industries: Electronical and Electronic Engineering; Computer Science; Accounting & Finance; Business Analytics / Data; General Business / Consultancy; Architecture; Economics; Mathematics; Media; Civil Engineering. Earnings Compensation is competitive and based on your experience, the quality of your work and the capacities and aspirations of the students you support.
3 days ago12 proposalsRemoteopportunity
Starting an online store
I seek guidance from an experienced ecommerce consultant to establish my first online store. Your expertise is desired to direct me through each step of setting up the storefront, from selecting a suitable platform to designing an aesthetically pleasing and fully functional website. Your skills are needed to configure the backend and optimize the front end experience for customers. It is also important to me that the site is built with search engine optimization top of mind. Proper implementation of SEO best practices during the development phase, such as appropriate metadata, hyperlinks and responsive design, will help ensure our products are easily discoverable online from launch. User experience must be smooth across all devices. Your guidance on pricing, payment options and inventory management during the launch period would be greatly valued as well. Once live, I will rely on your knowledge to develop impactful marketing strategies and drive traffic to convert into sales. With your consultation, I aim to establish an online presence that allows for sustainable growth into the future.
9 days ago39 proposalsRemotewordpress elementor support
We are a small boutique consultancy looking for assistance with content creation, specifically tables and graphics, using our branding identity colors for our website. Our content is focused on regulatory and sustainability topics, so we need someone with strong attention to detail and a high level of integrity. Initially, we need help recreating specific tables and graphics in Canva, as well as posting content to our website, so proficiency in WordPress and Canva is required. There is potential for ongoing support as our needs grow. Essentially, we need wordpress elementor support to convert the following graphs and text into our branding website scheme so the visual are good quality. Are you able to assist? BW Iwona
a day ago12 proposalsRemoteurgent
Join us on new markets
We are seeking experienced consultants to join our team on a project in new markets. As a consultant, you will work closely with our clients to provide strategic advice and implementation support. You will have the opportunity to work on a variety of projects. Requirements: - Strong experience in consulting, preferably in new markets - Excellent analytical and problem-solving skills - Ability to work independently and as part of a team - Strong communication and interpersonal skills - Fluency in English and other languages is a plus If you are interested in this opportunity, please submit your resume (CV) We look forward to hearing from you.
a month ago18 proposalsRemoteService Coordinator / virtual assistant/ admin support
We are an Australian company providing aged care services. We are seeking an individual to assist us with Service Coordination. Key traits: - Excellent, clear English - Patient and empathetic - Comfortable speaking to people - Can work during Australian hours (8am AEST – 6pm AEST) - Proficient in using CRM systems (we have a custom system which we will teach you how to use) and IT systems - Good negotiation skills - Adaptable - Available to work 20+ hours per week. Tasks: - Answering calls - Providing information to customers - Doing monthly follow up calls with customers to ensure services we are providing is adequate - Fiinding/calling up subcontractors - Using platforms to advertise for new subcontractors - Negotiating with subcontractors - Managing our Service mailbox - Preparing contracts and other documents - Managing appointments with clients - Negotiating with care managers for new jobs. - Advising care maangers of variations to services for customers.
a day ago11 proposalsRemote