Microsoft 365 CRM Implementer for our sales team

Our business sells directly to executives in the pharmaceutical industry in countries around the globe. We currently manage our projects and contacts out of excel and Asana and would like to move into a CRM platform.

To do this, we are looking for someone experienced with a CRM to analyze our sales process and assist in implementing a CRM solution that automates and streamlines a significant portion of our sales process, provides task management for the account management phase, and has reporting features for analytics and tracking.

We have a detailed scope of work that outlines our sales process, the tasks we would like to automate, and the reporting we need.

Our team is currently moving to the Microsoft 365 ecosystem. We have used Hubspot in the past but our sales model is primarily an outbound model and Hubspot lacks features that we require and we were not able to successfully implement it into our process.

A successful contractor in this role will work with us to understand our sales process, understand our automation and reporting goals, assist in setting up a CRM platform, provide onboarding and training to our team, and be available for ongoing support and expansion.

Our team is small, our sales model is straightforward, and my hope is that this should be a fairly straightforward role.

Навыки: Динамика системы, Dynamic 365, CRM, Microsoft

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О работодателе:
( 20 отзыв(-а, -ов) ) RAMAPURA PHUL, India

ID проекта: #31634608

9 фрилансеров(-а) готовы выполнить эту работу в среднем за $27/час


"Microsoft Certified Dynamics 365 CRM Consultant, More than 7 years of extensive experience" Hello, I have checked your requirement and as per that, Our Specialties: Dynamics 365 CRM Sales, Customer Service, and Fie Больше

$25 USD / час
(6 отзывов(-а))

Hello, Can help you with your requirement, had successfully completed many projects of Dynamics Implementation. Having a team of developers who have good work experience with Microsoft Dynamics 365. We are a certifie Больше

$25 USD / час
(24 отзывов(-а))

Hi There, I have read the job description as you are looking to implement MS Dynamics 365 for the Sales Team I am glad to share that my team has great expertise in MS Dynamics 365 (Sales, Service, Commerce and Field Se Больше

$22 USD / час
(3 отзывов(-а))
(1 отзыв)

Hi there, I have gone through your descriptions. I have checked your requirement and as per that, Technology Stack: • Dynamics 365 CRM Sales, Customer Service, and Field Service • Dynamics 365 Portals Development an Больше

$18 USD / час
(0 отзывов(-а))

I understand your needs. I’ve been helping sales areas to get their full potential as you will also do. By selecting these two powerful platforms: Office 365 and Dynamics CRM you already are in the right path, just let Больше

$25 USD / час
(0 отзывов(-а))

Hi Alyssa, I'm Daniel, and I'd love to help you on your project with 365. I have been working with Microsoft 365 E3 for 4 years, and I have done implementations and integration with FIFA HQ and their confederations. Больше

$25 USD / час
(0 отзывов(-а))

Hello Please find the below points, I am highly resourceful, innovative, and competent CRM developer with extensive experience in the layout, design and coding. Designed and developed CRM solutions with Dynamics CRM M Больше

$25 USD / час
(0 отзывов(-а))

I work as a Technical Specialist in Microsoft Dublin 6 years working in international Microsoft partners, working as a developer and consultant for Microsoft Dynamics projects. High experience also in Power Platform (i Больше

$37 USD / час
(0 отзывов(-а))