The CRM
Do you need to select a CRM system, set it up to our requirements, download information, distribute rights, if necessary? Instructs the users.
What to do:
1. there is a base of valid customers with the end dates of contracts - they need to download in the CRM and set up:
Reminder of the termination of the contract (information for the manager)
- reports of extended contracts and suspended contracts,
Bases of potential customers:
- to download files with contacts, to distribute by sources of origin,
Integrate with Mail and Linkedin
4. ideal in the system can be set up wiber, SMS or mail displays
The CRM system has to track: all actions with the existing customer base, count the time of the work of managers. The system must contain Ukrainian or ros. language, to form a report on request.
In the comments of the request indicate the cost of your integration services, the subscription fee for the system and the deadlines for execution.
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30 days451 USD
30 days451 USD
Good time for the day!3 years of experience in implementing SRM and more than 20 cases
High-level many SRM systems contain all these functions.Here it is important to meet and understand in details, because selecting a SRM system is one task, and adapting to your needs is another.Therefore, it is better to first dive into details and write out everything you need, and then select the SRM sitem under these tasks.> Divide by sources
If you keep this info in the XLS file, you can transfer it.
These functions are in any SRM.
Download to CRM
Remember the expiry of the contract.
Report on extended contracts and suspended contracts
… Download files with contacts
> Divide by sources
If you keep this info in the XLS file, you can transfer it.
> set Wiber, SMS or mail messages
What service do you use to send or need help in the selection?- CRM system must monitor: all actions with the existing customer base
Calculate the time of managers.
The system must contain Russian or Ukrainian.The language
Formulating reports on request.There are a few questions
1 .What are the sources of traffic?2ndDo you use social networks?Do I need to connect them (the rest, except LinkedIn)?ThreeDo you already have an IP phone or need help in selecting?4 .How many managers will work in the SRM?and 5.What functions other than those described above are needed?> In the request comments to indicate the cost of your integration services, the subscription fee for the system and the deadlines for execution.It is very difficult to answer this question without understanding all the details.
I suggest you to take a free zoom review (30-60 minutes) to dive a little deeper into your request and find the optimal SRM system for your needs.
Contact us, we will be immersed and look for the best solution for you.
I have 40+ CRM implementation cases in 10+ business niches in 6 years. Read the implementation work plan, list of services, experience in my profile -
5 days5 USD
317 1 0 1 5 days5 USD
Good evening ! I select and integrate CRM/ERP systems for different types of business. Implement/sign up additional functionality for your needs. Ready for work. Write it. The price on the bet was fixed.
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15 days226 USD
586 6 0 15 days226 USD
Good Morning
Ready to complete your project, there are 2-4 SRM options that will fit you.
Let’s start discussing the project.
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9 days328 USD
2623 26 0 1 9 days328 USD
Hello to
We can adapt to your needs.
Implementation\setup\license\support\work training
Cases in the profile and on the website
Write to LS.
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14 days23 USD
276 4 0 14 days23 USD
Good morning, my name is Vladislav and I am an integrator of the company 3.14 agency. We are the official partners of many CRM systems. Such as Zoho, PipeDrive, KeyCRM, Keepin and many others. To make a more accurate selection of the CRM system that fits exactly under your business, you need to turn off and fill out a small briefing.
At first glance, I see that it is a PipeDrive system.
Write to me in a personal message and we will appoint a meeting with you on Google Meet or Zoom. Or leave an application with us on the website, and our managers will call you soon. by HTTPS://314.agency/
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Маріє, вітаю!
Дозвольте уточнити стосовно інтеграцій: яка саме пошта та що саме з Лінкедіну варто передавати в CRM?
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Mariya Puchnina ТзОВ "Страховий брокер "Експерт"
доброго дня, Дмитро. Пошта gmail, з лінкедіну необхідно в ідеалі переписку підятгувати. Приблизно як це робить ваалаксі
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