CRM Implementation

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

Results

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.

Crystal Larsh is a service delivery professional, managing a variety of technical projects in Austin, Texas. She has been leading teams in the project and product space since 2003. Valuing continuous growth, she has gained an MBA in eCommerce, a Masters in Project Management, and NPDP, PMP and Scrum Master certifications. She has used her education and over 15 years of experience to help bring up the next generation, particularly women in tech. Serving clients by trade. Gaming by hobby. Mother of two by love. Managing projects comes as naturally as breathing.