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.