Looking for a CRM consultant

Description

Description:
We are seeking a highly skilled CRM consultant to join our team and collaborate on the development of workflow recommendations for our rapidly expanding company.
Our goal is to create an efficient platform creating powerful marketing automation workflows, and integrating our CRM to supercharge our sales and marketing efforts.
Key Features
• Client Portal: Easy-to-access, customizable dashboard with activity updates and essential tools for communication, collaboration and branding. • Onboarding Automation: Streamlined forms, welcome packages, contracts, and payments.• Online Scheduler: Calendar integration for appointment management.• Surveys: Immediate and follow-up surveys for client feedback.• Funnel Building: Lead generation processes for client acquisition.• Email and SMS Marketing: Automated campaigns for client engagement.• Social Media Management: Brand visibility and client interactions.
Responsibilities
The consultant will:1. Detail the optimal client workflow with a flow chart.2. Articulate how each workflow phase will be impacted and automated.3. Discuss the scalability of the solution for future long-term growth.
If you are a skilled CRM consultant with a passion for driving efficiency and growth, we encourage you to apply for this exciting opportunity.