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I need someone to assist in the onboarding of Agile CRM into a small business

$15-25 AUD / hour

Closed
Posted about 7 years ago

$15-25 AUD / hour

I need someone experienced in Agile CRM to come into the office in the Gold Coast and help with the following: Templates: - newsletter templates – set up Daily newsletter template, Monthly newsletter template, quarterly newsletter template, trading ideas template. - yearly client mail-out template – for updating client suitability data – would involve drawing data from excel into a template for each client - Invitations – templates for upcoming social events - train atleast 2 staff in setting up templates Contact info: - Assist in the classification of contacts to enable targeted mail outs - train atleast 2 staff in adding and editing client data Campaigns: - Assist in establishing campaigns for new clients - Train atleast 2 staff in setting up campaigns Emails: - Assist in bulk emailing relevant newsletters to different client types - train atleast 2 staff in sending out bulk emails Tracking/analytics: - Train staff in understanding the analysis provided by the CRM following any mail-out. There may also be other elements to the CRM that we need to learn and use, but I’m not yet familiar enough with the system to identify them.
Project ID: 13255595

About the project

Remote project
Active 7 yrs ago

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About the client

Flag of AUSTRALIA
burleigh heads, Australia
5.0
1
Payment method verified
Member since Mar 1, 2017

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