Want help optimizing and automating our CRM
Budget: $30 – $250 USD
A tiny business is looking for help with automation and integrating applications to optimize and support our business needs.
We have various areas where we could use this type of help, but we’d likely start with our CRM (Pipedrive). We are on the Professional Plan and also use Zapier.
Some examples where we could use automation improvement or implementation:
-deleting remaining activities from our automated follow up sequence when someone emails back
-Updating the value of a deal in PD when we update it in a spreadsheet we use team-wide to keep track of updates to deals (along with ideas/recommendations for how we could replace the spreadsheet entirely yet give the team the functionality and visibility they get from the spreadsheet)
-logging an activity in PD when we use Nextiva VOIP to make the phone call
Looking for a person with technical skills who is also process and business oriented, could help us identify areas for improvement / increased efficiency and make recommendations
Ideally, you’d be able to present written, well thought out options for technologies and pros/cons to aid in decision making
This is a “on a needs basis” position but could lead to part-time ongoing work at some point
In your response please describe:
1. your level of hands-on experience with the skills needed
2. what else, if anything, you would need to know to be able to estimate price for the projects listed
Thank you
We have various areas where we could use this type of help, but we’d likely start with our CRM (Pipedrive). We are on the Professional Plan and also use Zapier.
Some examples where we could use automation improvement or implementation:
-deleting remaining activities from our automated follow up sequence when someone emails back
-Updating the value of a deal in PD when we update it in a spreadsheet we use team-wide to keep track of updates to deals (along with ideas/recommendations for how we could replace the spreadsheet entirely yet give the team the functionality and visibility they get from the spreadsheet)
-logging an activity in PD when we use Nextiva VOIP to make the phone call
Looking for a person with technical skills who is also process and business oriented, could help us identify areas for improvement / increased efficiency and make recommendations
Ideally, you’d be able to present written, well thought out options for technologies and pros/cons to aid in decision making
This is a “on a needs basis” position but could lead to part-time ongoing work at some point
In your response please describe:
1. your level of hands-on experience with the skills needed
2. what else, if anything, you would need to know to be able to estimate price for the projects listed
Thank you