Oleg

AI & Machine Learning · Client Management & CRM

22 0
5.0
2 075
Go to profile
I am engaged in: 1️⃣ CRM configuration 2️⃣ Selection and implementation of CRM systems 3️⃣ Automation and construction of sales funnels 4️⃣ Integrations with CRM systems 5️⃣ Lead generation through LinkedIn: creating target lists, scripts, and outreach campaigns 3+ years of experience working with CRM systems: Kommo, Keepin, NetHunt, Zoho, Pipedrive, KeyCRM, OneBox, Perfectum, Uspacy Niches I have worked with: ✔ Car services/car sales ✔ Warehouse equipment sales ✔ Consulting services ✔ Developers ✔ E-commerce ✔ Dentistry ✔ B2B services where LinkedIn plays a key role What I can do on a…
This scenario connects Lemlist, Pipedrive, and analytics in Looker.
223 USD
384
This scenario connects Lemlist, Pipedrive, and analytics in Looker.
Client Management & CRM
1. Event Source: Lemlist - Router Automation starts from Lemlist: - the "Watch Activities" module tracks events in email campaigns (sending, opening, clicks, replies, unsubscribes); - each event goes to the Router, which distributes it into two…
Building a multi-project task management system in Notion
112 USD
262
Building a multi-project task management system in Notion
Client Management & CRM
The team was running several projects in parallel and kept tasks in different Notion pages/tables. Problem: The manager found it difficult to see the overall workload across all directions, control deadlines and responsible parties — they had to "run…
Notion CRM System
112 USD
260
Notion CRM System
Client Management & CRM
Presentation: https://docs.google.com/presentation/d/1eewNYGwD8OukiY71X8C6AKYJbjVDMeB7CT8V1_PfL7k/edit?usp=drive_link CRM system in Notion for managing clients, finances, and team interaction Project goal: Build a universal business management system…
KeyCRM Implementation and Automation for Online Pharmacy
402 USD
334
KeyCRM Implementation and Automation for Online Pharmacy
Client Management & CRM
Client and Task An online business in the pharmaceutical/health niche that is launching active traffic to a landing page and wants to: - structure work with leads in KeyCRM; - connect the website and telephony; - provide managers with a clear…
Transfer of applications from the website to KeyCRM
45 USD
220
Transfer of applications from the website to KeyCRM
Client Management & CRM
The site transmits data to Google Sheets, and then to various sources including Key CRM.
Kostyantin

Client Management & CRM · AI Consulting

32 0
5.0
3 957
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Business Process Analyst. 6 years experience Automation of business processes in the sales department of any size I have built more than 300 sales business processes on the BPM platform Sensei 50 CRM implementation cases in domains: Offline clothing store, Real estate agency, Education, Sports sections, Disinfection of premises, Trading, Mobile application for HoReCa, Design and renovation of the apartments, Wholesale and retail, Health care The average NPS (Net Promoter Score) of my projects is 9 out of 10 Implemented amoCRM, Kommo CRM, Pipedrive CRM, Close CRM, Key CRM, YClients, Altegio…
WABA templates: verification, risks and questions to the custome
114 USD
61
WABA templates: verification, risks and questions to the custome
Client Management & CRM
Continuing the WABA topic. The previous post covered architecture and the step-by-step connection plan. This one covers templates, risks, and questions for the client before the start. Why verify each template A template is the only way to…
30 cases of implementation of CRM systems in 10+ niches
1708 USD
764
30 cases of implementation of CRM systems in 10+ niches
Client Management & CRM
30 cases of implementation of the CRM system in domains: Offline clothing store, Real Estate Agency, Education, Sports sections, Desinfection rooms, Trading, Mobile app for HoReCa, Design and repair apartments, Wholesale and retail, Healthcare…
Pre-project audit: what it is and why it is important before implementation
114 USD
803
Pre-project audit: what it is and why it is important before implementation
Client Management & CRM
Pre-project audit is a set of activities aimed at a detailed study of the current state of the business, its processes, and infrastructure before the implementation of a CRM system. The main goal of the pre-project audit is to identify the needs and…
150 questions before implementing CRM
1139 USD
683
150 questions before implementing CRM
Client Management & CRM
Do you want to implement a CRM system that meets the needs of your business and delivers real results? As a professional freelancer with many years of experience in CRM system implementation, I will help you achieve your goal. To do this effectively…
CRM for legal services and insurance services
1139 USD
310
CRM for legal services and insurance services
Client Management & CRM
Legal Services The company provides insurance services for individuals and legal entities, consulting services on taxation, accounting services (for legal entities), lending services, leasing, mortgage. Problems 1. There are many different services…
Dmitry

Project Management · Online Stores & E-commerce

54 0
5.0
823
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System E-commerce Integrator | PIM, ERP, CRM, AI | Team Lead at PIM Team In the world of e-commerce, every entrepreneur faces the challenge of scaling. If your business is losing time on routine tasks, and the chaos in products and orders is hindering your growth - we will bring systematic order. Hello! My name is Dmytro Riabkov, I am an e-commerce Product Manager with over 10 years of experience and the Team Lead of the PIM Team. We don't just "close tasks" on freelance platforms. We operate as your remote IT department: taking responsibility for architecture, strategy, and the final result…
Architecture Dilovod + KeyCRM + Horoshop + Prom
57
Architecture Dilovod + KeyCRM + Horoshop + Prom
Client Management & CRM
About the project: A large online store of medical products (B2B segment) sells goods through multiple channels: a Horoshop-based website and the Prom marketplace. Main problem: Chaos in inventory management. Prices and stock were updated manually,…
Synchronization products SalesDrive with Foks, Prom, Rozetka
335 USD
569
Synchronization products SalesDrive with Foks, Prom, Rozetka
Client Management & CRM
Platforms: SalesDrive, Foks, Prom, and Rozetka Niche: consumer goods Task: synchronization of products from SalesDrive with Foks, Prom, and Rozetka Work included: - Organizing product content into a single catalog. Merging existing products…
Modification of the KeyCRM module on OkayCMS for the exchange of
445
Modification of the KeyCRM module on OkayCMS for the exchange of
Client Management & CRM
Platforms: KeyCRM, OkayCMS Niche: snus Task: set up KeyCRM product exchange with the OkayCMS website. Type of work: service integration, script writing, automation creation and templating. Done: the standard KeyCRM integration module with…
KeyCRM implementation case
431
KeyCRM implementation case
Client Management & CRM
Platforms: KeyCRM Niche: furniture production and distribution Task: to integrate a new CRM system into the production and omnichannel sales business. Set, debug and train the team. Integrate into the workflow. Type of work: integration of…
The Automation of the Winery
441
The Automation of the Winery
Client Management & CRM
Pipedrive integration by Gsuite by Ringostat The QuarterOne
Sergey Ponomarenko

Social Media Marketing (SMM) · Client Management & CRM

26 0
5.0
2 125
Go to profile
SELECTION AND IMPLEMENTATION of CRM system (Kommo / amoCRM / Pipedrive / Key CRM) | license - Automation of business processes taking into account Kommo; - Integration of CRM with other services (Viber\Telegram|WA and others); - training employees to work with the Kommo system; - adjusting the portal to the needs of the company; - description of business processes, creation of visual schemes; - optimization of existing business processes; - integration of telephony with Kommo; - integration of sites with Kommo; - Integration of accounting systems and other services with Kommo; - Setting end-to…
Implementation+CRM setup+Sendpulse (digital pipeline)
740 USD
1 871
Implementation+CRM setup+Sendpulse (digital pipeline)
Client Management & CRM
Website integration, social networks and mailing service of a company with a CRM system, - setting up transaction/contact fields for transfer to the system from social networks networks - connecting a group of analytics fields in a deal -…
Implementation + setting up CRM for the SD of a jewelry company
680 USD
1 910
Implementation + setting up CRM for the SD of a jewelry company
Client Management & CRM
Site integration on WordPress, social. networks and telephony Zadarma with CRM-system - setting up transaction/contact fields for transfer to the system from social networks networks - connecting a group of analytics fields in a deal -…
Integration of the site + social networks + manychat with the CR
324 USD
1 636
Integration of the site + social networks + manychat with the CR
Client Management & CRM
Website integration, social networks, manychat and telephony companies installing solar panels with a CRM system - setting up transaction/contact fields for transfer to the system from the site - connecting a group of analytics fields in a deal…
Implementations + setting up CRM for a bowling club + widget
680 USD
848
Implementations + setting up CRM for a bowling club + widget
Client Management & CRM
Integration of social networks and telephony of a bowling club with a CRM system, development of a widget for the menu of products and services of the club - setting up transaction/contact fields for transfer to the system from social networks…
Integration website + social networks + telephony with a CRM sys
680 USD
629
Integration website + social networks + telephony with a CRM sys
Client Management & CRM
Website integration, social networks and telephony of a car delivery company with a CRM system - setting up transaction/contact fields for transfer to the system from the site - connecting a group of analytics fields in a deal - transferring…
Rostyslav Novozhenets

Client Management & CRM · Project Management

2 0
585
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Specialist in CRM/ERP/Analytics | Zoho CRM, KeyCRM, OneBox, Salesdrive, KeepinCRM, Perfectum, Odoo, Pipedrive, Data Studio 4 years of experience • Certifications • In-house office Hello! I am representing the company Develin Core. Our company has been operating on the market for more than 4 years. Our competence is the creation of quality products and services for the digital space. _____________________________ Why us? ✓ Experience in the field of services, e-commerce, and production, which we are happy to share ✓ Strong…
Odoo Settings for the Brands of Backwear
1750 USD
920
Odoo Settings for the Brands of Backwear
Client Management & CRM
List of works: Creation and installation of the armor; Creating and setting pricing lists; Importation of contacts; Creation and installation of warehouses; - Set up the product card with the creation of user fields; Classification of…
KeyCRM Settings for Furniture Company
1050 USD
780
KeyCRM Settings for Furniture Company
Client Management & CRM
What has been secured in the system? Installation of roofs with the appropriate stages; - setting the agreement card; The Customer’s Card; Connecting and setting the telephone; Integration with the website; Integration with Instagram;…
Implementation of Odoo ERP for a food supply company
1400 USD
187
Implementation of Odoo ERP for a food supply company
Client Management & CRM
Field of activity: A company supplying vegetables and fruits for the HoReCa segment, which operates with delivery, warehouse processes, customer base, orders, purchases, production, and financial accounting. Geo: Kharkiv, Ukraine. #odoo #erp #…
Odoo ERP for car broker
8000 USD
102
Odoo ERP for car broker
Client Management & CRM
The client needed to consolidate sales, vehicle support, documents, customs stages, financial calculations, and communication with clients into a single ERP environment. We built Odoo logic with custom CRM stages, vehicle cards, additional fields…
Odoo Settings for Women's Clothing Brand
2500 USD
651
Odoo Settings for Women's Clothing Brand
Client Management & CRM
The launch of the global fashion startup https://cosysunday.com/ List of works: CRM marketing; Installation of stock accounting; Email marketing; Automation of business processes; - Integration with the Odoo site; optimization of the site…
Oleksandr Korskanov

Consulting · Client Management & CRM

3 0
378
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Experience: • 1 year at White Sales: automation through CRM implementation, telephony, and G-Suite. • 1.5 years at 3.14 internet marketing agency: implementation of CRM systems like amoCRM, Bitrix24, SpacePass, YCLIENTS, Zoho CRM. • 1 year as Head of CRM Implementation at the Estet group of companies: implementation of Bitrix24 and YCLIENTS. • Owner of Salesjam for 5+ years. • Co-owner of the Royal Clean auto dry cleaning network. Used to work with Products: • amoCRM • Bitrix24 • Zoho CRM • Pipedrive • YCLIENTS •…
CRM and chessboard for the developer to increase sales
211
CRM and chessboard for the developer to increase sales
Client Management & CRM
In today's business environment, effective customer relationship management is a key factor for success. Lev Development faced challenges in sales management and customer service but found a solution by implementing a CRM. Challenges: - The increase…
CRM for custom furniture sales
279
CRM for custom furniture sales
Client Management & CRM
Installation of CRM for custom furniture sales In the modern business environment, effective customer relationship management is a key factor for success. The company had an established Bitrix24 system, but due to the system shutdown in 2022, it…
KeepinCRM for the online store of armor plates
247
KeepinCRM for the online store of armor plates
Client Management & CRM
Main implementation goals: - The client requested to implement a CRM from scratch, as accounting was done in spreadsheets. - Organization of sales business processes in the B2C direction (online store) and B2B (working with partners and companies…
Migration from Bitrix24 to KeyCRM for an event agency
173
Migration from Bitrix24 to KeyCRM for an event agency
Client Management & CRM
Migration from Bitrix24 to KeyCRM for the event agency "Dядя Жора Company" In the modern business environment, effective customer relationship management is a key factor for success. Dядя Жора Company faced issues with the existing Bitrix24 system:…
Zoho Bigin CRM for medical equipment sales
149
Zoho Bigin CRM for medical equipment sales
Client Management & CRM
Implementation of the Zoho Bigin CRM system for Protech Solutions Ukraine Protech Solutions Ukraine is a key player in the Ukrainian market of high-tech medical equipment and furniture. Challenges: - Lack of a centralized database of clients and…
Nikolay

Client Management & CRM · Consulting

0 0
283
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Introduction of Bitrix24 Window Ideal
0
Introduction of Bitrix24 Window Ideal
Client Management & CRM
The optimization of the sales department was the following: · organize a centralized customer base (CRM) with filtering and sorting capabilities according to the required parameters; · segmenting the customer base according to the criteria: retail…
Introduction of Bitrix24 to the construction company
0
Introduction of Bitrix24 to the construction company
Client Management & CRM
The customer came to us with a request to focus all communications in one place, to integrate 1C with Bitrix24, to describe and set up business processes, to optimize task and communication within the company.Fix all customer conversions in a…
Introduction to Bitrix24 in the consulting company
516
Introduction to Bitrix24 in the consulting company
Client Management & CRM
The client came with the task of managing a single customer base, its structuring and segmentation.The opportunity to gather a history of communication with customers.A lot of the customer was not able to productively plan the income of the future…
BITRIX24 for manufacturing, sale of building materials
199
BITRIX24 for manufacturing, sale of building materials
Client Management & CRM
Task and objectives for the implementation of Bitrix24: • Safe storage of the entire customer base in one system.• Connect communication with customers into one system.• Analysis of sales.• Interaction history between employees and customers.•…
B24 certified package manufacturer
205
B24 certified package manufacturer
Client Management & CRM
The company "Cernigov Package" has been producing polyethylene packages on order for more than 10 years.We were selected on the site Bitrix24 in the list of partners and left a personal application.After the first meeting, the customer went on the…