Selection and configuration of CRM
Education for Psychologists.Start of work in 2023.In order to automatize and improve the work in marketing and communication with students, it is necessary to choose and customize the CRM.Each team in a way or another worked with CRM, no one participated in setting and integration.You need an experienced specialist who will take on the collection of needs, the formation of the "architecture" and the necessary connections.The cost is indicated for the publication of an advertisement - we are waiting for your offers.Requirements for the CRM system:
1 .an intuitive interface.The system should be understandable and easy to use.with flexible dashboards.The ability to build canyons, graphics.It was divided into "spaces" according to the directions of work, for example: sales, student base, team tasks, analysts.It was possible to set roles for participants with different levels of access to information.It was convenient to upload new data (especially at the beginning from Google tables)
2ndThe student account.The ability to manage a student database, track their payments, feedback, personal data, attraction channels, data to communicate with them.The flexibility of the student card setting so that it is possible from the entire student base to segment the lists for sending it to any criteria that we will put into the card.For example, those who made 2 purchases and more; those who came from the youtube, those who were at the seminar from 03.06.
ThreePlanning and Reporting.Planning work according to the type of trail or other convenient option.Opportunity to set tasks for the team.Monitoring the progress.Reporting about the work done in different sections: sales, financial balance, advertising costs, efficiency of the attraction channels, etc.4 .Integration with other systems.Possibility of integration with payment systems WFP, LP, Fondy, sendpulse and Mailchimp.Pages in social networks: Facebook, Instagram, LinkedIn.Integration with YouTube, Telegram, Google tables, smartsender.Integration with the forms on the Tildes is necessary.and 5.Communication with Users.The ability to communicate or call with students through social networks or IP phones.To be able to respond to comments on social networks or to communicate with the student in personal messages.To communicate in different channels traced into the student card in the CRM system.6 .and security.Guaranteed protection of student data and all information related to the project.7 .The technical support.Availability of quality technical support capable of quickly solving emerging issues in Russian or Ukrainian languages.
Client's review of cooperation with Sergey Ponomarenko
Selection and configuration of CRMSergey is an exceptional professional with profound knowledge in his field. The speed and quality of the work I really liked. He is always in touch, ready to help and provide additional advice, which makes cooperation with him not only effective, but also pleasant.
Sergey has the unique ability to quickly and efficiently solve the assigned tasks, as well as to adapt to the changes in the project. Its responsible approach and reliability make the work process predictable and comfortable.
I especially appreciate his desire to offer additional solutions, such as a video showing his concern for the customer and the desire to provide maximum value.
Sergey is a reliable partner who not only performs the work, but also contributes to the success of the project. I recommend its services to anyone looking for a high quality and effective solution to their tasks.
Freelancer's review of cooperation with Aleksey Lemeschuk
Selection and configuration of CRMI strongly recommend the customer to cooperate! Clearly set tasks, all the necessary data, quick and quality feedback. Everything is well and at the level as it should be. Pleasure of cooperation!
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842 2 0 Good night Alexey!
Thank you for the clear description of the project!
Get acquainted with your needs and ready to take the job.
I have experience working with many Ukrainian and foreign CRM/ERP systems. Thus, I will be able to offer a solution that will best cover your needs.
Additionally, the project will be involved with a project manager and a CRM specialist, which will make the implementation process much faster.
…
I offer the following form of cooperation:
1 . Discussing the details of the project (in text format or on an online meeting);
The 2nd Formation of a Commercial Offer (presentation of the system, cost, deadlines);
3 . Online meeting to discuss the KP;
and 4. Approval of the conditions of cooperation and signing the contract;
and 5. Implementation of the project;
6 . Learning on working with the system for managers and managers;
7 . Free monthly support.
I will be pleased to go to the personal message to discuss the project.
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2623 26 0 1 Hello to
implementation\setup\support\work learning\license
Cases in the profile and on the website
Write to LS.
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537 2 0 Good day ! Alexey, I suggest to realize on the basis of PlanFix (https://planfix.ua/).
There are relevant cases, we will be able to call with you and show you how it works. We also need to discuss some details about integration.
The cost of the hour of work. Let me write with pleasure.
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730 3 0 Good day .
I have been involved in implementation for 5 years, implementing 95+ projects in different niches including the School of Psychology, Language Schools and others. Partner Zoho, Pipedrive, NetHunt . There is a developer and project manager in the team, I engage depending on the size of the project. The cost of the budget will be formed after communication (size-to-size), the cost of the hour of work is 30 euros.
The project is done by phases:
1 . Audit of business processes, drawing a project finish and scheme.
The 2nd Implementation and integration.
3 . Start in operation, training.
and 4. Preparation of educational materials.
and 5. The weather (on the weather basis)
Possible cooperation with iterations (you buy a package of hours and I will fix them). The price of the hour is 30 euros.
… In your case, you can look at the side of Zoho One - this is a complex of systems that will allow you to automatize the processes that you have written about in the description.
When would it be comfortable for you to take a call?
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