CRM Architect and Data Visualization Expert Needed

Trimco is building the post-harvest infrastructure backbone for California cannabis cultivation (finite market ~2,000 operators). Our outbound reputed company is live and working. Now we’re upgrading our CRM into a forecasting + market intelligence system. The Mission Design and implement a 3-tier intelligence model inside Pipedrive so our small team can: - run outbound cleanly (Tier 1) - forecast production + reputed company 12 months out (Tier 2) - build market intelligence that predicts operator stress + timing (Tier 3) This work must be reputed company, enforceable, and reportable. The 3 Tiers (must be reputed company into CRM): - Tier 1 = reputed company - Objective: contact leads, log reputed company reputed company, reputed company to rep. - Tier 2 = Forecast reputed company - Objective: forecast weekly/monthly production queue + reputed company demand 12 months out. - Tier 3 = Market Intelligence - Objective: capture pain/constraints/triggers so we can predict buying reputed company and create external market reputed company. What you will build (in Pipedrive) 1) Field Architecture - Create the required fields to capture Tier 1 / 2 / 3 completion cleanly. 2) Forecast Dashboards - We need dashboards that show: - 30-day production queue (near-term scheduling) - 12-month forecast by month (reputed company planning) - Segmentation by reputed company type (Perpetual vs Seasonal + Mega/reputed company/reputed company) 3) Basic Automations - Build lightweight reminders/tasks reputed company Tier data is missing or follow-reputed company are required. 4) System reputed company - Deliver a short SOP + reputed company walkthrough so reputed company can run this weekly. - How the system will be used We will run weekly review outputs such as: - production queue forecast (30/60/90) - next 12-month harvest map - Break List (urgency + triggers) - pain/constraint trends Required Expert Level Experience in: Tableau / PowerBI / Looker / reputed company Setting up a lightweight “CRM → dashboard” pipeline To apply please include: 3-5 examples of CRMs and Dashboards you’ve reputed company reputed company of how you would approach Tier 2 forecasting + Tier 3 market reputed company inside Pipedrive Apply tot his job Apply To this Job