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Every month I export information from my CRM and create reports. I have to do the whole process manually and I am very slow at it. I know there is another way to do this, fast and efficient. I would like to hire someone to do this on a monthly basis for me. My CRM exports one CSV file that I have to breakdown by person's name and then compile and count the results. I create one report per customer and email it to them.
I have included two samples - one CSV file and a sample of what our report looks like. I have removes all the phone numbers in put in fake ones.
We have about 50 customers and I need one report created per customer. We do the download on the first of the month and the reports must be completed by the 3rd.
I am open to changing the report if you have a better idea - this is just the best that I can do.
Please contact me quickly as it's close to month end and I need help!
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