Sales Consulting

Closed - This job posting has been filled and work has been completed.
Accounting & Consulting Management Consulting Posted 3 years ago


Less than 30 hrs/week
Less than 1 month


I am currently using Zoho CRM. I am looking for someone who knows this software pretty well.

I have finally uploaded all of our customer data into zoho.
I need to have someone show me how to use the CRM a little more to drive our sales
1. what reports to be using and looking at
2. what should be a a typically follow up procedure. call a customer, than email and follow up when a week a month a year a day 3 days...need some help working on that.
3. i have two sales people one for our service side and one for our commercial side. need you to take a look and see if you notice we should be doing stuff a different way etc.
4. i have another sales person which works with the service sales person as well and come up with a good way they can work together to get the data to each other because the 2nd sales person does not know how to use a computer.

I am trying to build my sales and not loose sales...need some help

About the Client

(4.64) 16 reviews

United States
Dracut 07:09 PM

62 Jobs Posted
46% Hire Rate, 3 Open Jobs

Over $10,000 Total Spent
40 Hires, 6 Active

$8.37/hr Avg Hourly Rate Paid
1,628 Hours

Member Since Sep 21, 2012