Budget: 10000 UAH Deadline: 10 days
Hello. I am interested in your project as I am developing in the field of business analysis and CRM system implementation for sales departments.
I won’t exaggerate my experience: I consider participating in the project as a junior CRM specialist and business analyst. I suggest starting with an audit of the current sales process and a test setup, after which we can document the system structure and proceed to full implementation.
Within the first stage, I can:
analyze your client interaction process and help compare KeyCRM, SalesDrive, and Pipedrive; design the sales funnel, statuses, required fields, and client card structure; prepare and clean a database of approximately 220 contacts for import;
set up basic roles, fields, funnel, and deal management rules;
process the connection of telephony, messengers, and Nova Poshta according to the documentation of the chosen CRM;
formulate the structure of clean exports for further analytics in Claude;
prepare a short instruction and conduct training for the sales department head and two managers.
The estimated time for basic implementation is 10 working days. The cost of the first stage is 10,000 UAH.