I will setup close CRM sequences automations integration expert USA

Algumas informações são exibidas no idioma inglês.

Estados Unidos

Eu falo Inglês, Espanhol

410 pedidos finalizados

US based Zoho and Salesforce CRM Consultant

CRM Expert | 18+ Years Experience | Transform Your Sales Process Former CTO specializing in Salesforce, Zoho & Close CRM implementations that can boost revenue by 29%+. PCMAG ranks Zoho #1, Salesforc...
Verificado pelo Fiverr Pro

Juan L foi selecionado pela equipe do Fiverr Pro considerando sua experiência.

Verificado para

  • Desenvolvimento de Sites

  • Desenvolvimento de Software

  • Gerenciamento de CRM

  • Gerenciamento de Software

Sobre este Serviço

Consultation GIG: As a CLOSE CRM expert and Scrum master I will learn your company unique business model and build a document where I'll advise about the best way to effectively set up your CRM.


Why should you buy this gig?

I have 10 years working with CRMs on a deep level. During all these years I've been setting up all features and developed a handful of solutions solving problems in a wide variety of areas providing enough tools in the CRM to execute multiple sequence, sales, and operation strategies.


What should you expect from me? 

- An initial analysis processes and recommendations for the CRM.

- Scope of the project and definition of the tasks for the initial weeks.

- Wrike project to follow up.

- CRM implementation.

- Optional documentation and training.


What do I need from you?

- Project requirements as detailed as possible.

- Timeframe for an MVP (Minimum Viable Product).

- Availability to connect in Zoom session, at least to answer key questions.

- Testing and feedback while working on the project.


Know more about Close CRM here:

https://refer.close.com/dq1mhemlg4fl


Ready to start? Send me a message.

Setor:

Serviços Empresariais e Consultoria

Software:

zoho

Clientes com quem já trabalhei
The Grotto Menswear

The Grotto Menswear

Men's Clothing

Starting on 2022, I've been working with The Grotto Mensware many projects improving their Zoho CRM, understanding their processes, creating custom modules, automations, dashboards and reports, and building API integrations with apps like Square, Acuity Scheduling. international providers and Shipstation. We have 19 orders now.

jan. de 2022-jun. de 2026

Wim Motors Academy

Wim Motors Academy

Driving School

WMA offer offroad biking vacation packages for companies, and after analyzing their business, we built a system for their customers to schedule their vacation adventures. We did it with a Zoho Creator app connected to their Zoho CRM during 4 GIGs.

jun. de 2022-dez. de 2022

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