CRM Architect & Consultant for Data Centralization
Budget: ₹12,500 – ₹37,500 INR
Subject: CRM Expert and Consultant Needed – Database Migration & Strategy Implementation.
Hi,
I am an independent consultant overseeing system automations and process controls for a multi-faceted event facilitation enterprise. We are seeking a CRM expert to lead a comprehensive data migration and system architecture project.
The Challenge: The business manages a massive but heavily fragmented database of B2B partners, creators, and retail audiences currently scattered across disconnected spreadsheets.
The Requirement: We need to centralize this data to cross-reference stakeholders and implement a dynamic, search-engine-style tagging system to identify personnel from the database as per occasional requirements and also explore cross-selling opportunities.
Scope of Work:
• Platform Selection & Strategy: Recommend the best CRM for this data structure and design a lean tagging framework to maximize output with minimal maintenance.
• Strategic Guidance: Provide practical CRM and sales strategies to organize the data efficiently, advising the client on how to achieve maximum output.
• Frontend Training: Train the client’s operational team on daily software use.
• Backend Training: Train me on the technical backend, schema modifications, and integrations so I can manage the system long-term.
If you have experience architecting similar solutions and are available for this engagement, I would love to connect.
Requirements: Need to travel to Mumbai. Prefered individuals from Pune, Mumbai or nearby areas.
Hi,
I am an independent consultant overseeing system automations and process controls for a multi-faceted event facilitation enterprise. We are seeking a CRM expert to lead a comprehensive data migration and system architecture project.
The Challenge: The business manages a massive but heavily fragmented database of B2B partners, creators, and retail audiences currently scattered across disconnected spreadsheets.
The Requirement: We need to centralize this data to cross-reference stakeholders and implement a dynamic, search-engine-style tagging system to identify personnel from the database as per occasional requirements and also explore cross-selling opportunities.
Scope of Work:
• Platform Selection & Strategy: Recommend the best CRM for this data structure and design a lean tagging framework to maximize output with minimal maintenance.
• Strategic Guidance: Provide practical CRM and sales strategies to organize the data efficiently, advising the client on how to achieve maximum output.
• Frontend Training: Train the client’s operational team on daily software use.
• Backend Training: Train me on the technical backend, schema modifications, and integrations so I can manage the system long-term.
If you have experience architecting similar solutions and are available for this engagement, I would love to connect.
Requirements: Need to travel to Mumbai. Prefered individuals from Pune, Mumbai or nearby areas.