adminDescription:
We are seeking an experienced and highly skilled consultant to optimize and enhance our existing CRM system built on Monday.com. The foundational system is in place; we require a professional who can elevate it to full functionality. The ideal candidate will possess extensive experience with Monday.com, Make.com, and Chat GPT, alongside a strong background in enterprise-level buildouts and migrations. This project has a budget of $5,000 and a one-month timeline for completion.
Project Details:
Stage 1: Consultation
• Initial Assessment: Conduct a comprehensive review of the current Monday.com CRM setup to identify areas for improvement.
• Requirements Gathering: Engage with stakeholders to collect detailed requirements and understand business needs.
• Feasibility Study: Assess the feasibility of the requested features and optimizations within the existing system.
• Project Planning: Develop a high-level project plan outlining the steps required for the buildout and migration.
Stage 2: Planning
• Detailed Design: Create a detailed design document specifying the necessary enhancements and optimizations.
• Workflow Mapping: Design and map out workflows and automation processes using Make.com to improve efficiency.
• Integration Plan: Plan the integration of Chat GPT and other essential tools to enhance CRM functionality.
• Resource Allocation: Identify and allocate the resources needed for the implementation phase.
• Timeline and Milestones: Establish a detailed timeline with key milestones for tracking progress.
Stage 3: Implementation
• System Optimization: Implement the enhancements and optimizations as per the detailed design.
• Workflow Automation: Configure and set up automated workflows using Make.com.
• Integration: Integrate Chat GPT and other tools into the Monday.com CRM system.
• Testing: Conduct rigorous testing to ensure all features and workflows function correctly.
• Training: Provide comprehensive training to the team on new features and workflows.
• Deployment: Deploy the optimized and enhanced CRM system for full-scale use.
• Support: Offer post-deployment support to address any issues and ensure smooth operation.
Requirements:
• Proficiency in Monday.com
• Experience with Make.com
• Experience with Chat GPT
• Expertise in enterprise-level buildouts and migrations
• Proven ability to optimize and enhance existing CRM systems
• Fluent in English with excellent communication skills, available during Pacific Time business hours
We are seeking an experienced and highly skilled consultant to optimize and enhance our existing CRM system built on Monday.com. The foundational system is in place; we require a professional who can elevate it to full functionality. The ideal candidate will possess extensive experience with Monday.com, Make.com, and Chat GPT, alongside a strong background in enterprise-level buildouts and migrations. This project has a budget of $5,000 and a one-month timeline for completion.
Project Details:
Stage 1: Consultation
• Initial Assessment: Conduct a comprehensive review of the current Monday.com CRM setup to identify areas for improvement.
• Requirements Gathering: Engage with stakeholders to collect detailed requirements and understand business needs.
• Feasibility Study: Assess the feasibility of the requested features and optimizations within the existing system.
• Project Planning: Develop a high-level project plan outlining the steps required for the buildout and migration.
Stage 2: Planning
• Detailed Design: Create a detailed design document specifying the necessary enhancements and optimizations.
• Workflow Mapping: Design and map out workflows and automation processes using Make.com to improve efficiency.
• Integration Plan: Plan the integration of Chat GPT and other essential tools to enhance CRM functionality.
• Resource Allocation: Identify and allocate the resources needed for the implementation phase.
• Timeline and Milestones: Establish a detailed timeline with key milestones for tracking progress.
Stage 3: Implementation
• System Optimization: Implement the enhancements and optimizations as per the detailed design.
• Workflow Automation: Configure and set up automated workflows using Make.com.
• Integration: Integrate Chat GPT and other tools into the Monday.com CRM system.
• Testing: Conduct rigorous testing to ensure all features and workflows function correctly.
• Training: Provide comprehensive training to the team on new features and workflows.
• Deployment: Deploy the optimized and enhanced CRM system for full-scale use.
• Support: Offer post-deployment support to address any issues and ensure smooth operation.
Requirements:
• Proficiency in Monday.com
• Experience with Make.com
• Experience with Chat GPT
• Expertise in enterprise-level buildouts and migrations
• Proven ability to optimize and enhance existing CRM systems
• Fluent in English with excellent communication skills, available during Pacific Time business hours
Timeline: 1 month
Budget: $4,000
Posted On: July 22, 2024 21:05 UTC
Category: Full Stack Development
Skills:Customer Relationship Management, Project Workflows, CRM Software, Project Management
Country: United States
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