Methodology
Kanban Agile
Timeline
1 Month
Budget
$7,000
Team Size
4
Industry
Consultation
Overview
Consulting for a small but rapidly growing business, a CRM System was required to better manage current sales efforts that were completely manual. Zoho had been chosen but was unable to meet the needs of the organization and move to production. I assessed their current workflow, needs and objectives. I recommended FreshSales based on my experience to provide an implementation by the original planned date.
I worked with the team of Directors and the Founder to identify all areas of integration desired. I created workflows and automation rules to reduce the number of manual processing in disparate systems, documenting and training users on the unified system. At hand-off, FreshSales was integrated to created leads, contacts, and related deals from contact forms, purchases, and direct email with a clear path to expansion to other sales channels.
Challenges
- Major organizational change
- Manual processing of sales work
- Historical data capture across disparate systems
Results
- Reduction of manual processes by 50%
- Launched internal help site with customized information
- Fully loaded historical contacts and deal information
Tools
Google Drive, Google Hangouts,
Google Sites, Trello, Zoom
Tech
WordPress, FreshSales, FreshCaller, Twilio, WooCommerce, Zapier, Calendly
Team Information
Founder and Directors in locations across Texas and Arizona. Fully remote engagement.