Pipedrive Specialist for CRM Optimization - 23/12/2024 11:16 EST

We are looking for a Pipedrive specialist with experience in CRM management, automation, and sales pipeline optimization. Need experience in Pipedrive CRM - including automation, filtering, reports, and sales pipeline structuring and optimization. We want to redesign and automate our follow-up sequence and pipeline stages. The goal is to create consistency in our follow-up, be more proactive, and understand where clients are dropping off so we can increase conversions. -The follow-up sequence is about 18 steps -The sequence will ideally do 2 things: trigger reminders, and when the activity is done (e.g., email sent, or phone call made), the person will move to the next stage automatically -Automate and use templates on any actions that don’t require personalization -Potentially develop a method to track the person’s/client's journey (if the stages we have in mind can’t be made to reflect this) -Configure a set of reports that identifies drop-off points and other relevant insights -Adjust sequence triggers and activities based on team feedback -Provide clear documentation for processes, workflows, criteria, and filtering used for reports -Train team members on the new pipeline, reminders, and follow-up workflows -Strong communication skills to collaborate with our team, communicate with PD support if necessary, refine processes -A detail-oriented approach to ensure the system aligns with business needs The target timeline for us to see the pipeline in action would ideally be within 2–2.5 weeks - let us know what else you need to know to determine whether that is realistic. In your bid give examples of similar projects, estimated timeline, and cost for completing this project, and don’t hesitate to ask any follow-up questions. We will award right away to an experienced Pipedrive freelancer who can get it done quickly and affordably.