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Hire a CRM consultant today to manage business relationships and organize customer service, marketing and sales data. CRM consultants can set up email systems, manage call centers and find custom CRM solutions for all your business needs.

Customer Relationship Management (CRM) is the art of using technology to simplify the management of customer connections and the data related to them. CRM solutions often use a combination of sales and marketing automation systems, inventory management systems and CRM databases to boost sales and improve customer service. On Upwork, the world’s largest online workplace, you’ll find CRM consultants who can manage customer relationships for businesses and professionals around the world.

Browse CRM job posts for project examples or post your job on Upwork for free!

CRM Job Cost Overview

Typical total cost of Upwork CRM projects based on completed and fixed-price jobs.

Upwork CRM Jobs Completed Quarterly

On average, 159 CRM projects are completed every quarter on Upwork.


Time to Complete Upwork CRM Jobs

Time needed to complete a CRM project on Upwork.

Average CRM Freelancer Feedback Score

CRM Upwork freelancers typically receive a client rating of 4.59.

Last updated: June 1, 2015
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  1. Margo Northcutt

    Margo Northcutt

    Marketing Automation Expert, HubSpot Inbound & Pardot Certified

    United States - Last active: 1 day ago - Tests: 3 - Portfolio: 4

    Looking for a marketing automation expert? I have extensive experience with marketing automation setup, ongoing email marketing and nurture campaigns, segmentation, lead scoring, landing pages and forms, testing and analytics. I've worked mostly in HubSpot and Pardot (with Salesforce integrations), but am a fast learner on any platform you're using for marketing automation or email marketing. Services offered: - Marketing automation setup assistance - Email marketing, including drip/nurture campaigns - Forms - Landing pages - Segmentation and personas - Automation rules - Analytics - Basic Salesforce integration help - Dynamic content I was the in-house marketing automation expert for my last 2 employers (both mid-size B2B) where I oversaw the initial marketing automation implementation and built successful campaigns from the ground up. I also have Salesforce administrator and B2B sales experience, which has given me a leg up in my work and in understanding sales team needs. I'm a huge advocate of sales and marketing alignment and have worked across departments on a consistent basis to ensure clarity and smooth campaign execution. My work has always been focused on maximizing conversions, engagement, qualified leads, sales team efficiency and of course, sales! Specialties: HubSpot, Pardot, Salesforce, inbound marketing, lifecycle marketing, email marketing, segmentation, forms, landing pages, lead scoring, lead nurturing, online surveys, testing and analytics.

    $100.00 /hr
    639 hours
  2. Abigail K.

    Abigail K.

    Business Planning/Strategy/Marketing /Analysis /Business Intelligence

    United States - Last active: 1 month ago - Tests: 1

    - Data analysis and visualization using Cognos, Tableau, Excel - Data mapping using GIS driven tools such as Microsoft MapPoint - Consumer purchase behavior measurement and analytics - Retail Retail Space management using JDA ProSpace - Marketing post-promotion analysis - Category & transaction/POS data analysis and insights - Consumer Insights (IRI panel and scan) - Retail data analysis: Walmart Retail Link, RSi - Experience querying databases using SQL, Access - Reporting using data warehouse tools Education: - MBA - MS Marketing - MS Certificate Business Intelligence & Analytics

    $65.00 /hr
    0 hours
  3. Marc Romeu

    Marc Romeu

    CRM Specialist

    Spain - Last active: 06/12/2014 - Tests: 4

    As a business consultant specialized in Salesforce with 1500+ hours of experience I have developed the following abilities: - Project management: Requirements analysis, Solution construction, Project Delivery. - Sales Cloud expertise: Building a pipeline, Opportunities management, Customer segmentation, Email and Social Media marketing. - Service Cloud expertise: Case management, Service cloud console, SLAs and Entitlements. - platform: Workflows and automation, Apex code, Sites, Data administration.

    $49.00 /hr
    0 hours
  4. Jacqueline Venable

    Jacqueline Venable

    Professional marketer, writer and editor who is dedicated to quality.

    United States - Last active: 28 days ago - Portfolio: 3

    I love what I do and I believe you are only as successful as the knowledge you share. I have more than 20 years of expertise in marketing professional services, and bring an organized and strategic approach to every job. I led the marketing and proposal efforts of three national firms with responsibilities that included; proposal writing and editing, brand management, marketing strategy, advertising and collateral development, research, direct marketing, photography and general marketing services, as well as managing a team of 6 coordinators responsible for producing over 250 technical proposals in one year. I am experienced in crafting project pursuit plans designed to capture multiple levels of business development, building improved decision matrices, and conducting client research and competitor analysis and hold a Foundation level APMP certification. WRITING AND EDITING - Technical and conversational writing skills that captures, thought proof statements, the value a firm provides to the client. MARKETING PLANS, BROCHURES AND BRAND MANAGEMENT - Design and/or redesign collateral materials including brochures, presentations, stationary & business cards, procedure manuals, websites, and more. CRM DATABASE MANAGEMENT - Capturing the relationships of projects to clients and employees is essential to building a business. I take your existing information and create the essential links/relationships and then train your employees how and why to use a CRM system. Report design is also available. PROPOSAL WRITING AND PLANNING- From kick-off through print production I work with your staff to develop schedules, compliance matrices, storyboards and quality review processes to identify gaps and provide guidance on course correction at milestones throughout the proposal process. SELECTED ACCOMPLISHMENTS - Development of a firm-wide Project Pursuit Plan designed to capture multiple levels of business development activities, improved go/no go decision matrix, client research, competitor analysis. - Updated proposal response process from Go/No Go through close-out: redefining scheduling, CRM and filing structures, and value-based messaging. - Implemented internal quality review process reducing errors seen by our "internal" clients by 90%. - Developed and maintained intricate proposal response process including setup and editing of text library. - Established and rolled out a new proposal process improving accountability and quality measures. - Rewriting of all boiler plate text to support value added messaging. - Oversight of all RFQ/P/Interview team kick-off meetings and pre-interview coaching. - Increased success of sales pursuits through the development of creative collateral communication and team collaboration. - Led the development of brand standards and a company-wide strategy resulting in improved brand consistency and awareness. - PR strategy development involving internal and external clients resulting in a 15-20% increase in media hits.

    $45.00 /hr
    33 hours
  5. Julia F.

    Julia F.

    Product Marketing & Strategy Expert / Startup Consultant

    Ukraine - Last active: 7 days ago - Tests: 5

    I'm a creative and passionate marketing professional with a strategic mindset, great managerial and analytical skill. I have 10+ years of experience in a startup environment, where it's critical to see the big picture, wear multiple hats and be agile. I am available for long-term projects, as well as micro-consulting for small businesses and startups. Reach out to me for a quick conversation about how I can help you make progress on your business goals. My expertise covers multiple areas in Sales, Marketing and Project Management, particularly in: Marketing Strategy Launching new products Marketing Communications: Email Marketing, Social Media Marketing, Content Marketing Go-to-market Strategies Lead Generation Public Relations Customer Relationship Management Channel Development Agile Marketing

    $45.00 /hr
    8 hours
  6. Martin Dalebout

    Martin Dalebout

    freelance account manager

    Poland - Last active: 5 days ago

    Nice to meet you. My name is Martin Dalebout. I am an experienced freelance account manager. My relations describe me as: reliable, initiative, accountable, creative, accurate, proactive, thorough, communicator, self-motivated, problem-solver, punctual, flexible, strong work ethics, team player & coach / motivator. I have more than 10 years of experience in sales, telemarketing and project management. All the same, my sales experience goes much further; as a boy I worked for a green grocer at the local outdoor market. During those years, I learned how important it is to build up a relation with your customers and to deliver quality and service. This ensures a recurring revenue stream by loyal customers. You can call me open-minded towards change and improvement. I like to drive my own success. My self-motivation is my engine. I work in a structured way and believe in quality. I set myself goals and I enjoy achieving them. I provide strong deliverables to my business partners. During my career, I worked in Israel, Morocco and Ireland. I was responsible for accounts in the Netherland, Flanders, Greece, UK and Ireland. A proof of my drive to be successful is the fact that I won 4 times out of 4 the Service Source high performers competition, achieving once the highest performance within EMEA measured during the period of half a year This is why you like to work together with me: * Strong focus on generating revenue out of current and new customers by building new valuable and long lasting relations; * My expertise is flexibly employable in your organisation; * I work together with your organisation, being an extension of your current staff; * Liaise Between operates on your behalf, fully respecting your company’s tone of voice; * Executing assignments in full accordance with the requested standards; You secure a loyal and experienced partner.

    $55.00 /hr
    0 hours
  7. Tyler Y.

    Tyler Y.

    Sales and Marketing Pro

    United States - Last active: 1 month ago - Tests: 6

    I'm a creative and strategic minded individual with a unique blend of sales, marketing, and business development experience. While I am new to freelancing work, I have been working in start-up/entrepreneurial environments for several years and am confident I can bring great value to your organization. In addition to a strong marketing education, I have managed several successful B2B National outreach campaigns - developing a broad skill set in: lead generation, targeted email marketing, market research, cold-calling, social media, CRM management, drip marketing techniques, relational and value-focused communication strategies, and many others. Professional Skills and Experience: ● Great understanding and knowledge in several industries, including digital health, mobile technology, healthcare, web and mobile-based software, Emergency Medical Services ● B2B experience with proven success in many areas including lead generation, email marketing, social media, cold calling, customer service, sales presentations, and building relationships with prospective C-level management ● Key contributor in creating, implementing, and driving successful lead generation and sales outreach strategies through effective CRM management, “Drip” marketing techniques, target market segmentation, targeted email subject lines and messaging, and relational, value-focused communication strategies ● Microsoft Suite (Excel, PowerPoint, Word), Basic Photoshop ● Web-based Software: Salesforce CRM, Webex, Goto Meeting, Teleconferencing, Google Drive, Gmail, Prezi, Evernote, Sidekick by Hubspot, Rapportive, Yesware, Toutapp, Campaign Monitor, ScheduleOnce, ● Deeper Skills: Basic HTML/CSS, Importing/Exporting Data, Optimizing CRM workflow ● B2B social media experience using: Twitter, Facebook, Linkedin, Hootsuite ● Highly skilled at Prospecting and Market Research to help drive: lead generation, strategic marketing initiatives, outreach strategies, email messaging, marketing collateral, social media and blog strategy, competitive and industry research, and engaging with key decision makers

    $50.00 /hr
    0 hours
  8. Rob Platt

    Rob Platt

    Highly Successful Digital Marketing Manager and Online Trader

    United Kingdom - Last active: 1 month ago

    Broad expertise of digital marketing. A no nonsense approach to digital marketing and history of growing sales profitably. Available immediately for project work and consultancy. "Hands on" management experience of PPC, SEO, CRM and social media campaigns. Built successful Gardening, Pets, Birdfood and Sewing pureplay businesses profitably through direct management of marketing activity and control of P&L. Successfully grown PPC campaign across the four websites over delivering sales and profit vs budgeted figures. Not a traffic driver, a sales driver. CAREER HIGHLIGHTS • Helped turn £800k loss making business into £150k profit within 6 months through direct control of all marketing activities across the division. • P&L responsibility for £4m turnover division and successfully delivered budgeted EBITDA profit • Demonstrated 360%+ year on year increased from none brand PPC campaigns whilst under my direct control • Demonstrated repeated year on year on year email sales growth whilst under my control through introducing new communication and contact plans as well as having direct control over products and promotions featured.

    $50.00 /hr
    0 hours
  9. Thiago V.

    Thiago V.

    Digital Marketing Manager

    Brazil - Last active: 13 days ago - Tests: 2

    Thiago is a performance driven Digital Marketing Professional with 5+ years of experience in Brand Strategy, Google Adwords, Social Media, Content Marketing, CRM, E-mail Marketing and SEO. As Digital Marketing Manager for Grupo Lance, Thiago was able to significantly improve Lance's revenue by increasing sales, PV e UV on its website. UNDERGRADUATE STUDIES Field: Communications – Marketing Institution: Escola Superior de Propaganda e Marketing - Brazil Graduation Date: November / 2012 Field: Diploma in Commerce - Marketing Institution: University of new South Wales – Australia Graduation Date: December / 2009

    $20.00 /hr
    0 hours
  10. Jason Durham

    Jason Durham

    Sales & Marketing Professional

    Australia - Last active: 16 days ago

    I'm a Sales & Marketing Professional with extensive experience in designing and deploying automated systems and data analysis tools that improve productivity and commercial results. With over 20 years experience growing businesses and leading change across many industries I have learned, "You can't manage what you can't measure". My ideal clients are those who need:- - Dashboards: Turning complex data into usable business intelligence - Presentations: Bringing to life your idea, project or plan - CRM Systems; Automating lead generation and customer contact - Social Media: Developing online brand and automated marketing channels - Tools and Templates: Creating consistency and streamlining your processes Whether your project is a one off or you are looking to build a long term relationship I look forward to hearing from you!

    $47.00 /hr
    0 hours