CRM optimisation across private equity fund portfolio

Project status
Project start date
23 Apr 2018
Project posted
2 Mar 2018 10:43
Project duration (approx.)
5.0 Days
Budget (approx.)
£640 / day
Area of expertise
Sales / Business Development
Consultant location
United Kingdom
English (Essential)

Objectives and Key Deliverables

We are a private equity fund with ongoing requirements across our portfolio for CRM optimisation.

The successful candidate will be able to audit systems, leads, reports, structures to identify opportunities to optimise sales pipeline and reporting across several of our portfolio companies. When opportunities are discovered, the candidate will also be able to plan the scope and implement the changes.

DURATION: variable based on; 1) ongoing auditing opportunities 2) scope of identified optimisations.
DAY RATE: adjustable based on experience.


- Must have technical and practical experience in CRM from a sales environment.
- Full understanding of Salesforce and Microsoft Dynamics.

Available actions

You must have an account to be able to apply for projects.

Register as a consultant

Already have an account? Log in

Looking for a consultant?

Post a project and have consultants apply

Post a project

About Talmix

Talmix is an online market place for consultants to connect with clients for projects such as market research, due diligence, competitive analysis, strategic business planning, and organisational reviews.

  • 35,000+ consultants
  • 150+ countries
  • 100+ sectors
Why Talmix >