Sales CRM Setup

Job ID: 39673980

Budget: €30 – €250 EUR

I need a Sales CRM Setup

Goal:

Fast and efficient setup of a CRM system to automate sales processes and lead management in three areas of the company's activity:
1. Event organization
2. Marketing services
3. Photography

Tasks:
1. Selection and implementation of a suitable CRM system
2. Build and configure three separate sales funnels for each area.
3. Integrate CRM with current channels of incoming applications (WhatsApp, Instagram/FB)
4. Create templates of client cards and deals for each area.
5. Set up notifications, tasks and reminders for managers.
6. Develop basic analytical reports on the effectiveness of funnels and sales.
7. Card on working with CRM for employees