Write an instruction for managing Key CRM

Budget: 4500 UAH Deadline: 7 days

Hello!) I am a consultant with over 5 years of experience in B2B sales, business analysis, and project management. I help companies optimize sales, automate business processes, and train teams to achieve better results.

My competencies:
✔ Sales strategy and lead generation – developing effective processes, working with Upwork, LinkedIn, email outreach
✔ Business automation – CRM systems (Zoho, Pipedrive, Creatio, Salesforce, KeyCRM), task management (ClickUp, Jira)
✔ Mentoring and team training – creating guides, scripts, instructions, sales and client communication training
✔ Sales quality control – analyzing team communication, reporting, tracking key performance indicators
✔ Business analysis and process optimization – developing and implementing improvements in client interaction

I am ready to help you improve client acquisition processes, increase team efficiency, and automate routine tasks. Let's discuss your business goals! 🚀

Budget: 5000 UAH Deadline: 7 days

Vladislav, good day
I have carefully reviewed your technical assignment. I am ready to develop a guide for working with Key CRM, for convenient management of the client database and increasing sales. I know this CRM well (both from the perspective of an implementer and a user).

In addition to the guide itself (text and video versions), I also recommend developing special assessments for employees (to control the implementation).

I am also ready to provide examples of checklists - how to monitor compliance with the instructions by managers on a daily basis, in order to minimize the risks that the instructions may not be followed.

Overall, in the field of building sales departments (with CRM implementation), I have 8 years of successful experience and over 60 satisfied companies in 30+ niches across 7 countries 🔥
Therefore, I would be happy to share my experience regarding the overall situation in your company - to highlight where you are currently losing potential sales and profit.

Please write to me in private messages - we will agree on the technical assignment, discuss the deadlines and the cost of the work.

I look forward to your message to discuss the details.
I am confident in a mutually beneficial cooperation,
Anton Expand

Budget: 4500 UAH Deadline: 3 days

Good day. I can complete your project. I have extensive experience working with this CRM. I have implemented this CRM system for a couple of clients. I work as a sole proprietor. I would be happy to collaborate.

Budget: 7000 UAH Deadline: 3 days

I am interested in this project and have the relevant experience to implement it.

Experience with CRM:
Implemented Key CRM for an animation studio
Implemented NetHunt CRM for an animation studio
Implemented NetHunt CRM for an advertising agency
Created instructions and configured business processes

Instruction writing skills: I can develop step-by-step, structured guides with screenshots and clear explanations, tailored for users of different skill levels.

Description of business processes: I understand the logic of managing clients, orders, and working with sales funnels. I am ready to detail all three processes according to your requirements.

📌 I guarantee a clear writing style, quality formatting, and quick task execution. I would be happy to collaborate!

There is a ready-made instruction that was initially written for KeyCRM, but unfortunately, it has been adapted for NetHunt; I can show it as an example of experience. Expand

Budget: 4500 UAH Deadline: 14 days

Hello!)
I would like to note right away that this process will start with getting to know your system, to understand which modules you use and how, as well as the technical features of your configured system.

Should there be one instruction? Do all have the same access, or do different employees have different levels?

I can perform it in a format convenient for you. I have experience in implementing ERP and CRM systems :) The deadline is set with a buffer, as we need to discuss the details with you beforehand; I need to assess the scope before completing the task.

Budget: 4500 UAH Deadline: 3 days

Hello!
I am ready to discuss all the details of the task in private. Currently, I am working with KeyCRM on setup, I have experience in creating comprehensive instructions and setups for Bitrix, Amo, 1C. The timeline and cost will be agreed upon after understanding the scope.
I will be happy to help.