We are in the vehicle wholesale business currently utilizing an Airtable base to manage a list of vehicles, associated companies, and contacts. Our business model involves continuously updating vehicle inventory and using an algorithm to identify potential buyers (leads) for these vehicles. We are exploring more effective CRM solutions to enhance our sales process, track interactions, and manage buyer relationships more efficiently.

Current Setup:

– Vehicles: Updated regularly, listed in an Airtable base.
– Companies & Contacts: Each contact is linked to companies with details such as phone numbers and titles.
– Leads: Generated via an algorithm that matches potential buyers with vehicles.

Requirements:

– CRM Migration: Advice and execution on migrating from Airtable to a more robust CRM platform like HubSpot or PipeDrive. The new system should accommodate our existing data structure and workflow.
– Sales Process Management: Ability to open vehicle profiles, identify potential buyers, and facilitate daily outreach by the sales team.
– Interaction Tracking: Log details of offers and communications with potential buyers directly within the CRM.
– Lead Management: Incorporate a scoring system and average purchase price information within the lead profiles.
– Integration Capability: Need for CRM to integrate with other apps, possibly including an automatic dialer for efficient call management.
– Comprehensive Profiles: Maintain detailed company profiles including all communications, deals, and related activities.

Objective:
To implement a CRM system that supports dynamic vehicle updates, efficient lead management, and comprehensive tracking of sales interactions to streamline our sales operations and improve conversion rates.

Deliverables:

– CRM platform recommendation and rationale based on our business needs.
– Full migration of current data from Airtable to the new CRM.
– Customization of the CRM to fit our vehicle and lead management processes.
– Integration setup with essential business tools and apps.
– Training for staff on using the new CRM system.

Looking For:

– CRM experts with experience in sales management systems, ideally with direct experience in HubSpot or PipeDrive.
– Professionals with a proven track record of successful CRM implementations and custom solutions in similar industries.

Project Timeline:

Please provide an estimated timeline for completion based on the scope above.

Next Steps:
Interested candidates are invited to discuss the project details further. Please include your approach, any initial recommendations, and examples of similar projects you have completed in your proposal.

Thank you for considering this project. We look forward to transforming our sales process with your expertise.

https://www.loom.com/share/e0d479fd37b1473682a735e0d5df1e73?sid=b3789555-1ce1-4260-833a-59765a7508f6

Hourly Range: $5.00-$20.00

Posted On: May 08, 2024 04:01 UTC
Category: Database Development
Skills:Database Design, Data Migration, Airtable, CRM Software, HubSpot, API, Data Entry, Database, Customer Relationship Management

Country: Canada

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