[login to view URL] CRM Expert and Workspace Optimizer

Ipo Wazi Ilichapishwa siku 5 zilizopita Kulipwa wakati wa kujifungua • Inaisha kwa 3 siku

$2-8 CAD / saa

Ipo Wazi • Inaisha kwa 3 siku

We are seeking a skilled and experienced freelancer to optimize our [login to view URL] workspace and establish a fully functional CRM system tailored to our business needs. The ideal candidate will be proficient in [login to view URL] automation, workflow customization, and CRM integration. If you have a track record of enhancing productivity through [login to view URL] and delivering seamless CRM solutions, we’d love to hear from you!

Responsibilities:

[login to view URL] Workspace Optimization:

Audit the current [login to view URL] setup and identify areas for improvement.

Create and enhance boards, dashboards, and automations to streamline workflows.

Optimize team collaboration and task management within Monday.com.

CRM Setup and Integration:

Design and implement a CRM system using [login to view URL] to manage leads, deals, and client relationships.

Integrate third-party tools and platforms with [login to view URL] (e.g., email, Slack, or Google Workspace).

Develop automations for lead tracking, follow-ups, and sales pipelines.

Training and Support:

Provide training sessions to team members on the updated [login to view URL] and CRM functionalities.

Offer ongoing support and troubleshoot issues as needed.

Documentation and Reporting:

Create detailed documentation for workflows, automations, and processes.

Generate reports and insights from [login to view URL] CRM to track performance and efficiency.

Qualifications:

Proven experience in optimizing [login to view URL] for business use cases.

Strong expertise in setting up and customizing [login to view URL] as a CRM tool.

Proficient in creating automations, integrations, and dashboards within Monday.com.

Familiarity with third-party integrations like Zapier, Integromat, or native integrations with Monday.com.

Excellent problem-solving skills and attention to detail.

Strong communication skills and ability to train non-technical users.

Experience in project management or CRM systems is a plus.

Preferred Skills:

Familiarity with sales processes and client relationship management.

Knowledge of API integrations and advanced workflow setups.

Experience in customizing [login to view URL] for specific industries or teams.

CRM Monday.com Process Automation

Kitambulisho cha Mradi: #38940915

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Picha ya Profaili ya Faheem082
Faheem082

Hi, I am a Professional Virtual Assistant. I have worked with many organizations as a Virtual Assistant. My main Skills are. - Admin Tasks (Website, CRM) - Social Media Management (Fb, Instagram, LinkedIn, Twitter) - Zaidi

$2 CAD / saa
(Maoni 4)
5.7
Picha ya Profaili ya zayertech
zayertech

Hello, I’m excited to offer my expertise to help you achieve your project goals. As a Certified Project Manager and Expert Trainer with a proven track record at Zayer Tech, I specialize in delivering tailored solutions Zaidi

$5 CAD / saa
(Maoni 0)
0.0
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