Freelancer to re-implement CRM program: Pipedrive in the company.

Closed job

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BFI

Employer

Job category:

IT projects

Expected budget:

Negotiable

Published: on 2024-10-14

Finished

Job description

We are looking for an experienced freelancer to support us in re-implementing and optimizing our company's Pipedrive system. We expect a comprehensive approach to CRM analysis, configuration and integration to maximize our sales processes. The scope of cooperation includes:

Responsibilities:

- Analysis of the current state and needs of the company

- Personalization of Pipedrive: Customization of sales funnel stages, creation of custom fields and implementation of workflow automation.

- Integration with other tools: Integration of Pipedrive with the systems we use (e.g. TMS, BI).

- Data import and migration: Migrating and cleaning existing data from previous systems and properly importing it into the new system.

- Training and team support: Conducting user training, creating documentation and ongoing support after system implementation.

- Sales process optimization: Identifying bottlenecks and implementing improvements and automation that will increase team efficiency.

- Reporting and Analytics: Configure custom reports, dashboards and tools to analyze sales performance.

Required functions:

CRM reimplementation.

Place or location:

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