CRM Support - Insightly
- or -
Post a project like this2263
£40/hr(approx. $50/hr)
- Posted:
- Proposals: 9
- Remote
- #1881612
- Awarded
Zoho Advance Partner | Zoho CRM Certified Consultant | Zoho integration | Zoho Creator | API | Zoho Extension
London
Lead Generation,Data Analysis,Data Visualization,Dashboard,LinkedIn Leads,Market Research,MS Excel,Google sheets,Web Research,CRM/CMS,Google Ads,PPC
Bay Minette
Certified Accountant + Xero/Sage/QB Expert + loss claim, grant & loans
City of London
Web Developer|Wordpress|Magento|PHP|iOS & Android Developer|SEO|Logo designer|Marketing
Hyderabad
11542944893812134158059218799391951593195170320686152079652
Description
Experience Level: Intermediate
Estimated project duration: 3 - 4 weeks
General information for the business: We are a luxury retailer selling high value homeware products and made to order and bespoke services
Industry: Art and Design
Kind of support: Software
Description of support work: We are on a fast sprint to get the whole business utilising our Insightly database as a matter of course - not only capturing contacts and linking email correspondence and notes, but using the lead and opportunities. In addition we want to look at how we can customise the reporting functions for our needs and look at automating the inflow/transfer of customer data from other sources so that we have an integrated CRM approach. We have drafted quite a prescriptive set of questions detailed below
Extra notes:
· How can we take people that have unsubscribed from the newsletter off of our Insightly database completely? What is the process to ensure that we respect their wishes?
· How do we clean up Insightly so that we remove or merge all duplicate data so that we have one clean set of data and complete customer records
· How can we regularly import sales data so that all new customers are added to the database and correctly tagged
· How can we regularly import an up to date list of customers by lifetime spend so that they are correctly tagged into different categories.
· Can we monitor and track repeat purchasers and better understand the frequency of purchase? What can we do to incentivise and encourage this behaviour.
· What can we do to deal with lapsed customers (at what point is a customer lapsed?)
· Moving the customer purchase history into the relationship fields (currently sitting on tags) (nearly complete)
· How can we define a set of rules around existing client tags so that there is a standard way of dealing with them for each category. Currently we have:
(add in values and expectations)
Gold (lifetime value of £5,000+?)
Gold prospects (have inclination or potential to be gold)
Silver (spend between £1,000 - £5,000)
Bronze (all other customers)
Clean up data across all systems, remove duplications and redundant data sets (cin 7, insightly, mailchimp)
Set up API’s to import data from one system to another automatically (Cin7 customer data>>insightly, mailchimp>>insightly (e.g. how do we get mailing list subscribers back into insightly so that insightly acts our central nerve centre)
Set up workflows in insightly so that they serve the needs of all teams and workflow can be automated and pipelines better managed (leads/opportunities/projects)
Set up bespoke reporting so that we can easily track:
Pipelines:
· By sales channel
· By nature of work (sale/MTO/commission)
· By completion date
Produce clear guidelines and train teams to use effectively
Mailchimp
Look at marketing automation options to help segment and personalise email better
How will the integration between mailchimp and insightly support this integration?
Are there things that we need to do as we are developing the new website that will help this process of automation. Can we only offer this personalised marketing to customers who have bought online? Is there a way of exporting all customer sales data (from cin7 or xero) so that we can offer all customers personalised solutions?
If clients unsubscribe from our newsletter in mailchimp, how do we ensure that the information makes it back to insightly so that we remove them from the database?
Industry: Art and Design
Kind of support: Software
Description of support work: We are on a fast sprint to get the whole business utilising our Insightly database as a matter of course - not only capturing contacts and linking email correspondence and notes, but using the lead and opportunities. In addition we want to look at how we can customise the reporting functions for our needs and look at automating the inflow/transfer of customer data from other sources so that we have an integrated CRM approach. We have drafted quite a prescriptive set of questions detailed below
Extra notes:
· How can we take people that have unsubscribed from the newsletter off of our Insightly database completely? What is the process to ensure that we respect their wishes?
· How do we clean up Insightly so that we remove or merge all duplicate data so that we have one clean set of data and complete customer records
· How can we regularly import sales data so that all new customers are added to the database and correctly tagged
· How can we regularly import an up to date list of customers by lifetime spend so that they are correctly tagged into different categories.
· Can we monitor and track repeat purchasers and better understand the frequency of purchase? What can we do to incentivise and encourage this behaviour.
· What can we do to deal with lapsed customers (at what point is a customer lapsed?)
· Moving the customer purchase history into the relationship fields (currently sitting on tags) (nearly complete)
· How can we define a set of rules around existing client tags so that there is a standard way of dealing with them for each category. Currently we have:
(add in values and expectations)
Gold (lifetime value of £5,000+?)
Gold prospects (have inclination or potential to be gold)
Silver (spend between £1,000 - £5,000)
Bronze (all other customers)
Clean up data across all systems, remove duplications and redundant data sets (cin 7, insightly, mailchimp)
Set up API’s to import data from one system to another automatically (Cin7 customer data>>insightly, mailchimp>>insightly (e.g. how do we get mailing list subscribers back into insightly so that insightly acts our central nerve centre)
Set up workflows in insightly so that they serve the needs of all teams and workflow can be automated and pipelines better managed (leads/opportunities/projects)
Set up bespoke reporting so that we can easily track:
Pipelines:
· By sales channel
· By nature of work (sale/MTO/commission)
· By completion date
Produce clear guidelines and train teams to use effectively
Mailchimp
Look at marketing automation options to help segment and personalise email better
How will the integration between mailchimp and insightly support this integration?
Are there things that we need to do as we are developing the new website that will help this process of automation. Can we only offer this personalised marketing to customers who have bought online? Is there a way of exporting all customer sales data (from cin7 or xero) so that we can offer all customers personalised solutions?
If clients unsubscribe from our newsletter in mailchimp, how do we ensure that the information makes it back to insightly so that we remove them from the database?
Natalie M.
100% (1)Projects Completed
1
Freelancers worked with
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Projects awarded
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Last project
25 Mar 2018
United Kingdom
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