Enhance CRM System & Lead Qualification
Budget: $40 – $80 USD
Optimize our CRM system (Kommo/amoCRM) to ensure our sales team receives high-quality, qualified leads with clarity, consistency, and actionable insights.
- Lead fields are mostly complete, but missing key qualification data , decision-maker, enrollment timeline, and lead score (BANT + ICE).
- No scoring model or automation sequence currently active — need to add lead score field (0–10) and follow-up Salesbot.
- Tasks are being completed but lack consistency in next steps or rep notes. - Dashboards show performance data but not lead quality KPIs yet.
- Add/optimize qualification fields and scoring model (based on BANT + ICE).
- Set up Salesbot automations for follow-ups and routing.
- Sync Google Sheet dashboard with CRM for KPIs (% leads ≥8/10, avg qualification time, task adherence).
– Kindergarten,” the client card appears partially filled ,basic details like name, campus, and contact are complete, but some qualification fields (decision-maker, timeline, payment, and budget) are still empty. The budget field shows 0 USD, and no next-step task has been added after the last message. Need to update these fields and setting a short follow-up task to keep.
- Further more I will also need to make sure that, we don’t only create the CRM we should be thinking of creating a database of my customers. Also the integrations of social media, should be smooth. Currently the problem is that after 3 days the conversations get archived. Not acceptable. We should constantly warm up my customers. forms should be ready for future marketing campaigns.
- Lead fields are mostly complete, but missing key qualification data , decision-maker, enrollment timeline, and lead score (BANT + ICE).
- No scoring model or automation sequence currently active — need to add lead score field (0–10) and follow-up Salesbot.
- Tasks are being completed but lack consistency in next steps or rep notes. - Dashboards show performance data but not lead quality KPIs yet.
- Add/optimize qualification fields and scoring model (based on BANT + ICE).
- Set up Salesbot automations for follow-ups and routing.
- Sync Google Sheet dashboard with CRM for KPIs (% leads ≥8/10, avg qualification time, task adherence).
– Kindergarten,” the client card appears partially filled ,basic details like name, campus, and contact are complete, but some qualification fields (decision-maker, timeline, payment, and budget) are still empty. The budget field shows 0 USD, and no next-step task has been added after the last message. Need to update these fields and setting a short follow-up task to keep.
- Further more I will also need to make sure that, we don’t only create the CRM we should be thinking of creating a database of my customers. Also the integrations of social media, should be smooth. Currently the problem is that after 3 days the conversations get archived. Not acceptable. We should constantly warm up my customers. forms should be ready for future marketing campaigns.