
CRM expert needed to show on a call how we can work with the CRM
- or -
Post a project like this1145
£25(approx. $34)
- Posted:
- Proposals: 17
- Remote
- #3751169
- Awarded
UK based Email Marketing Expert ✰ Mailchimp ✰ HubSpot ✰ Keap ✰ CRM and Automation ✰ Consultancy and Mentoring

WordPress Expert✮Shopify Expert✮Graphic Designer✮AutoCAD 2D & 3D✮CV Writer & Designer✮Fullstack developer

WordPress Expert | Web & App Developer | SEO Specialist | Content Writer | Blockchain | Python | OpenAI | Machine Learning

Quick Graphic Designer + Animator + Video Editor + Photo Editor + Logo Designer + Autocad Designer

PPH #1 "Top Rated" Service Provider in Development & IT : Wordpress, Shopify, Magento, Squarespace, ZOHO, WHMCS, Salesforce, Vtiger, Learndash, Moodle

HubSpot Certified Trainer | HubSpot Elite Partner |Marketing Automation| Salesforce | Marketo | Digital Marketing | Web Development |Web Designing
Zoho CRM Certified Consultant | Zoho integration | Zoho Creator | API | Zoho One |

22688903636573260137731510055524476387944364769062537323175047630180434867353427171
Description
Experience Level: Entry
You are bidding for a screenshare call to take us through how we could work with a CRM. I don't anticipate this to be more than a twenty minute call but will be guided by you. As below you need to be able to tell us how much the CRM would cost us for the functionality below, for 3 users. Assume max of 1,000 contacts and max of 500 messages/WhatsApps per month.
WhatsApp and Facebook/Facebook Messenger integration critical.
Want someone familiar with at least one of Hubspot CRM, Freshworks CRM, Monday.com CRM
That person needs to be able to explain definitively the pricing structure/cost that would be associated with the CRM functionality requirements we have below
As part of this gig the person needs to screenshare with a version of one of the CRM's above, demo data is fine, and walk us through any of the items in CRM functionality list below
CRM functionality requirements, some is pretty basic -
Must integrate with WhatsApp
Must integrate with Facebook and Facebook messenger
Must be able to send WhatsApp message to a prospect automatically providing further value
Fields to record WhatsApp number and show it's WhatsApp enabled
Fields to record what the query is, type
Ability to identify and track the source of an enquiry so we know what outreach works and how much it brings in which leads to...
Ability to be able to record sale value and associate it with an initiative not just $ amount from the customer as a lump
Must be able to log in from anywhere remotely and support at least three users
Automated contact/messaging through a sales funnel
Ability to track/filter by sales stage
Ability to design custom sales stages in the pipeline
Email mailing list ability to manage and send out automated sequence for segmented lists, different lists, different messages for variety of reasons including campaign, customer type, customer pipeline stage
Ability to enter and track notes on each contact with the customer
Ability to see record of all automated contacts
Ability to track and record results of contacts including automated ones
Ability to track and record customer actions such as email open rates and WhatsApp message reply rates
WhatsApp and Facebook/Facebook Messenger integration critical.
Want someone familiar with at least one of Hubspot CRM, Freshworks CRM, Monday.com CRM
That person needs to be able to explain definitively the pricing structure/cost that would be associated with the CRM functionality requirements we have below
As part of this gig the person needs to screenshare with a version of one of the CRM's above, demo data is fine, and walk us through any of the items in CRM functionality list below
CRM functionality requirements, some is pretty basic -
Must integrate with WhatsApp
Must integrate with Facebook and Facebook messenger
Must be able to send WhatsApp message to a prospect automatically providing further value
Fields to record WhatsApp number and show it's WhatsApp enabled
Fields to record what the query is, type
Ability to identify and track the source of an enquiry so we know what outreach works and how much it brings in which leads to...
Ability to be able to record sale value and associate it with an initiative not just $ amount from the customer as a lump
Must be able to log in from anywhere remotely and support at least three users
Automated contact/messaging through a sales funnel
Ability to track/filter by sales stage
Ability to design custom sales stages in the pipeline
Email mailing list ability to manage and send out automated sequence for segmented lists, different lists, different messages for variety of reasons including campaign, customer type, customer pipeline stage
Ability to enter and track notes on each contact with the customer
Ability to see record of all automated contacts
Ability to track and record results of contacts including automated ones
Ability to track and record customer actions such as email open rates and WhatsApp message reply rates
Andrew L.
100% (15)Projects Completed
18
Freelancers worked with
16
Projects awarded
69%
Last project
20 Jan 2023
United Kingdom
New Proposal
Login to your account and send a proposal now to get this project.
Log inClarification Board Ask a Question
-
There are no clarification messages.
We collect cookies to enable the proper functioning and security of our website, and to enhance your experience. By clicking on 'Accept All Cookies', you consent to the use of these cookies. You can change your 'Cookies Settings' at any time. For more information, please read ourCookie Policy
Cookie Settings
Accept All Cookies