CRM implementation for Swedish based technology business

Project status
Project start date
Not specified
Project posted
9 Nov 2017 14:25
Project duration (approx.)
2.0 Months
Budget (approx.)
€1000 / day
Level of Experience
Mid-level
Industry
Financial Services
Area of expertise
Information Technology
Consultant location
On-site
Location
Sweden

Objectives and Key Deliverables

We have recently acquired a Swedish based technology business selling a platform to financial services companies. Currently the sales team uses Excel to organise prospecting and managing clients and prospects. We are looking to professionalise this so require the selection and implementation of a CRM system for the company. The head of sales doesn't have experience doing this meaning that we are looking for somebody to work with the business to ensure the right system is selected and implemented correctly.

We are flexible on the type of person this would be but experience selecting the right CRM system (Salesforce, Microsoft or bespoke solution) and then training the team on how to use it would be key.

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