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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 Days
Budget (approx.)
£640 / day
Area of expertise
Sales / Business Development
On-site in 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.

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