Oleg M.

Oleg M.

Plus Winning proposal
22 0
  • Projects 22
  • Rating 5.0
  • Rating 5 241

Budget: 3500 UAH Deadline: 2 days

Hello! I am the project manager of Business Atlas. Your task is our profile: my experience in implementing CRM and auditing systems (specifically the case "Audit of CRM Creatio") allows me to quickly identify "weak spots" in logic and access rights. I understand the pain of the sales department, so my audit will focus on minimizing clicks and convenience for each role. Why trust the audit to Business Atlas: • Audit experience: We have already conducted a detailed analysis of settings for training companies, identifying convoluted funnels and unnecessary fields. • Perspective from three roles: I will test the system from the viewpoint of the Operator, Receiver, and Manager to check the limitations of rights and the convenience of the interface. • Practical checklist: You will receive a specific list of errors and recommendations on how to simplify the work of employees within the functionality of Perfectum. • Attention to detail: I will check not only the logic of stages but also the mandatory fields to ensure that the data in the CRM is clean. We have implemented dozens of projects where we "refined" the logic of CRM for Genesis, Ajax-IT, and British School. Would it be convenient for you to send the technical specifications in personal messages for estimating the scope of work?

  • Projects 11
  • Rating 5.0
  • Rating 975

Budget: 3000 UAH Deadline: 7 days

Hello. I have no experience with Perfectum. But I have worked with Bitrix, implemented and worked with sitniks from scratch. Practical experience in sales for 6 years (of which 4 as a department manager). We can discuss the details in private.

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