I'm seeking a highly-skilled freelancer to revolutionize our use of [login to view URL], integrating existing SCRUM and CRM features to optimize our sales processes. We aim to leverage [login to view URL]’s capabilities to not only streamline our sales pipeline but also enhance task management and team collaboration. Our team, comprising 6-10 members, requires a setup that links our CRM directly to our Deal Flow and builds dynamic overviews from our current boards for an at-a-glance understanding of our progress and workflows.
**Key Requirements:**
- **Task Management Integration:** Efficiently incorporate SCRUM methodologies for task tracking and management.
- **Sales Pipeline Tracking:** Utilize CRM features to keep tabs on our sales pipeline, ensuring a smooth transition between stages and a clear overview of our progress.
- **CRM to Deal Flow Linkage:** Seamlessly link our CRM system to our Deal Flow within [login to view URL] to enhance visibility and tracking of customer interactions and progress.
- **Building Overviews:** Create intuitive and informative overviews from current boards to provide real-time insights into team tasks, deadlines, and sales metrics.
**Ideal Skills and Experience:**
- Proficiency in [login to view URL], with extensive experience in implementing SCRUM and CRM functionalities.
- Strong understanding of sales processes and pipeline management.
- Ability to effectively collaborate with a mid-sized team to understand needs and translate them into actionable [login to view URL] configurations.
- Experience in customizing [login to view URL] dashboards and reports to track project and sales performance.
By integrating these features, we hope to achieve a more streamlined, efficient, and collaborative workflow, enhancing our team’s productivity and our overall sales performance.