Monday.com Expert for Sales Automation
Budget: $250 – $750 USD
I am looking for someone with a deep understanding of Monday.com to set up a client management workflow/sales board. This project will involve creating a system for tracking client report/phase tracking, sales figures, and other essential data.
Key functionalities:
- Task assignments: Assigning tasks to less than 2 users.
- Project progress tracking: Creating visible metrics to monitor the progress of each sales task.
- Updates/reminders: Automating notifications to keep team members updated on tasks and deadlines.
The ideal freelancer for this project must have proven experience in setting up sales automations on Monday.com, and an understanding of best practices for client management. Your ability to customize the platform to our specific needs will be crucial. Please share examples of similar projects you've worked on.
Key functionalities:
- Task assignments: Assigning tasks to less than 2 users.
- Project progress tracking: Creating visible metrics to monitor the progress of each sales task.
- Updates/reminders: Automating notifications to keep team members updated on tasks and deadlines.
The ideal freelancer for this project must have proven experience in setting up sales automations on Monday.com, and an understanding of best practices for client management. Your ability to customize the platform to our specific needs will be crucial. Please share examples of similar projects you've worked on.