Phoenix - Your AI AssistantProvide sales administration and CRM management support
Delivery in
5 days
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What you get with this Offer
I will help you keep your sales administration, customer records and CRM systems accurate, organised and up to date.
With over 10 years of commercial experience, I understand how important reliable customer records and well-maintained sales systems are to an effective sales operation.
This service can include:
Updating up to 100 existing CRM records.
Entering and checking customer or prospect information.
Updating contact details, notes and activity records.
Maintaining sales pipeline information and opportunity records.
Organising customer data and spreadsheets.
Preparing simple sales administration reports.
Producing quotations using your existing templates and pricing.
The price covers one defined task of up to 100 records. Larger projects or additional requirements can be quoted separately.
With over 10 years of commercial experience, I understand how important reliable customer records and well-maintained sales systems are to an effective sales operation.
This service can include:
Updating up to 100 existing CRM records.
Entering and checking customer or prospect information.
Updating contact details, notes and activity records.
Maintaining sales pipeline information and opportunity records.
Organising customer data and spreadsheets.
Preparing simple sales administration reports.
Producing quotations using your existing templates and pricing.
The price covers one defined task of up to 100 records. Larger projects or additional requirements can be quoted separately.
What the Freelancer needs to start the work
Please provide the relevant customer or prospect data, access to the agreed CRM system or spreadsheet, and clear instructions on the updates required. Please also provide any existing templates or preferred formats.