You will get Support CRM Implementation & Optimization
Project details
Struggling with messy customer data or clunky workflows? Let me help you set up or overhaul your CRM to actually work for your team. Whether you're starting fresh or improving an existing system, I’ll ensure your CRM supports your growth.
What’s Included:
Needs Assessment: Understand your sales, support, and customer relationship goals.
CRM Selection (if needed): Help choose the right tool (Zendesk, Intercom, Helpscout, etc.).
Custom Setup: Configure fields, pipelines, automations, and integrations.
Data Import & Cleanup: Migrate your customer data, clean up duplicates, and ensure accuracy.
User Training: Guide your team on how to use your CRM effectively.
Post-Launch Support: Fine-tune workflows and answer any follow-up questions.
What’s Included:
Needs Assessment: Understand your sales, support, and customer relationship goals.
CRM Selection (if needed): Help choose the right tool (Zendesk, Intercom, Helpscout, etc.).
Custom Setup: Configure fields, pipelines, automations, and integrations.
Data Import & Cleanup: Migrate your customer data, clean up duplicates, and ensure accuracy.
User Training: Guide your team on how to use your CRM effectively.
Post-Launch Support: Fine-tune workflows and answer any follow-up questions.
Project Type
Ecommerce Management, Project Management, Customer SupportWhat's included
| Service Tiers |
Starter
$995
|
Standard
$1,995
|
Advanced
$4,995
|
|---|---|---|---|
| Delivery Time | 21 days | 21 days | 30 days |
Number of Revisions | 1 | 1 | 1 |
About Erica
CX Solutions for Startups | Strategy, AI, and Support Ops
Kings County, United States - 3:37 pm local time
I’m the founder of SunshineCX, where I help startups and small businesses level up their CX strategy, support systems, and team operations. Whether you’re hitting your first big growth moment or trying to future-proof your customer experience, I’ve got you covered.
Here's what I do best:
-AI-Powered Support: Implementing smart, scalable solutions that cut response times and improve customer satisfaction.
-Support Ops Transformation: Optimizing workflows, automating the repetitive stuff, and helping teams work smarter, not harder.
-Voice of the Customer: Making sure your customer feedback actually drives product and service improvements.
-Global Team Scaling: Launching and leading remote support teams, expanding multi-language capabilities, and ensuring consistency at scale.
A few wins I’m proud of:
-Cut response times by 80% and saved $500K annually with AI-driven CX upgrades.
-Took team response from 30 days to 5 hours through process optimization.
-Led a $1.2M cross-functional project that reduced costs and increased conversion velocity.
-Built and scaled remote support teams across 6 cities, growing language support from 1 to 30+.
-Raised CSAT from 60% to 90% while cutting operational expenses by $500K.
I’m known for being both strategic and hands-on. Through SunshineCX, I bring people along during big changes and make sure the systems I build are tailored to your business—not just cookie-cutter solutions.
If you’re ready to make your customer experience brighter, bolder, and built for growth, let’s chat!
Steps for completing your project
After purchasing the project, send requirements so Erica can start the project.
Delivery time starts when Erica receives requirements from you.
Erica works on your project following the steps below.
Revisions may occur after the delivery date.
Discovery & Goals
Understand your needs, data, and team workflows.
CRM Selection or Review
Choose or assess the right CRM for you.