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CRM Workflow and Assessment Expert Needed
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IT & Programming > Project Management

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  • Posted: Wed, Jan 16, 2013
  • Time Left: Closed
  • Location: United States
  • Client prefers freelancers from:
    United States

    You are still able to submit a proposal for this job.

    The client prefers freelancers from
    a different location.

    You're still able to submit a proposal for this job, regardless of your location.
  • Start: Immediately
  • Hourly Rate: Not Sure
  • Hrs/wk: Not Sure | Duration: 3-4 weeks
  • Work View™ Payment Protection
  • U.S. freelancers must have W9
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Hello,

I have a custom sales process that I manage in Excel, Word and Outlook that I've reached the limits of and need to assess which CRM system to move to.

I need a detailed, reliable and experienced CRM expert to do the following:

1) Interview me, 1-2 other team members and review our current documentation to blueprint out in a detailed way our exact workflow.

2) Devise detailed functional requirements for whatever CRM system we ultimately select

3) Identify appropriate CRM vendors to evaluate in coordination with me.

4) Determine which CRM system is best

5) Oversee implementation, testing, fine tuning, etc.

You may not ultimately do the customization as another programming team or the vendor's own may do that, but you'll project manage this whole thing.

I am extremely busy and need someone I can rely on 100% to drive this project from scope to completion and everything in between.

I need someone who has been there and done that when it comes to CRM stuff so only experi...

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Desired Skills
CRM, SugarCRM Development
Job ID: 36910212
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