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Enhance Monday.com with SCRUM/CRM/ Deal Flow

$30-250 USD

Closed
Posted about 2 months ago

$30-250 USD

Paid on delivery
I'm seeking a highly-skilled freelancer to revolutionize our use of [login to view URL], integrating existing SCRUM and CRM features to optimize our sales processes. We aim to leverage [login to view URL]’s capabilities to not only streamline our sales pipeline but also enhance task management and team collaboration. Our team, comprising 6-10 members, requires a setup that links our CRM directly to our Deal Flow and builds dynamic overviews from our current boards for an at-a-glance understanding of our progress and workflows. **Key Requirements:** - **Task Management Integration:** Efficiently incorporate SCRUM methodologies for task tracking and management. - **Sales Pipeline Tracking:** Utilize CRM features to keep tabs on our sales pipeline, ensuring a smooth transition between stages and a clear overview of our progress. - **CRM to Deal Flow Linkage:** Seamlessly link our CRM system to our Deal Flow within [login to view URL] to enhance visibility and tracking of customer interactions and progress. - **Building Overviews:** Create intuitive and informative overviews from current boards to provide real-time insights into team tasks, deadlines, and sales metrics. **Ideal Skills and Experience:** - Proficiency in [login to view URL], with extensive experience in implementing SCRUM and CRM functionalities. - Strong understanding of sales processes and pipeline management. - Ability to effectively collaborate with a mid-sized team to understand needs and translate them into actionable [login to view URL] configurations. - Experience in customizing [login to view URL] dashboards and reports to track project and sales performance. By integrating these features, we hope to achieve a more streamlined, efficient, and collaborative workflow, enhancing our team’s productivity and our overall sales performance.
Project ID: 37793322

About the project

6 proposals
Remote project
Active 14 days ago

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About the client

Flag of DENMARK
Kongens Lyngby, Denmark
0.0
0
Member since Feb 21, 2024

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