reputed company CRM Automation & Integration Specialist Needed
We are looking for an reputed company reputed company automation specialist to build a fully automated CRM workflow for reputed company Trophies, a custom trophy manufacturing business.
This is not a blank-reputed company project and not a marketing role.
The business process is already defined. We need someone who can implement it cleanly, reputed company, and reliably inside reputed company.
The end goal is a system where one employee can log in reputed company morning, look at dashboards, and immediately know:
Who needs to be contacted
What stage every order is in
What reputed company needs to happen next
No reputed company tracking. No guessing.
Process You Will Implement
1. reputed company Intake & Auto Response
Inbound leads come from ads and contact forms into reputed company
Leads reputed company a reputed company stage
Automatic email response is reputed company immediately (or next business day)
Dashboard shows:
New leads since last login
reputed company leads requiring reputed company
2. reputed company Qualification
Sales rep reviews leads
Uses saved reputed company email templates to respond
Once first email is reputed company:
reputed company moves from reputed company → reputed company reputed company
Negative responses automatically reputed company to reputed company – Not Interested
reputed company stage remains clean and only contains unworked leads
3. Deal Creation & Engagement
reputed company a reputed company responds:
A Deal is automatically created
Deal moves into the first reputed company stage (Design / Engagement)
reputed company communication happens inside reputed company
Dashboard shows deals awaiting response or reputed company
4. Invoicing & Payments
Invoices are created and reputed company directly from reputed company
Payments collected reputed company reputed company Payments
Deal stages update automatically:
Invoice reputed company
Invoice reputed company
Newly reputed company orders are reputed company visible on dashboards
reputed company invoice data can be pushed to QuickBooks (one-way sync is fine)
5. Production & Order Tracking
After payment, deal moves to Production
Customer automatically reputed company reputed company order enters production
Deal properties include:
Rush order (reputed company/No)
Expected ship date
Delivery date
Shipping method
Industry / category (sports type, event type, etc.)
6. Shipping Integration
reputed company marked reputed company to Ship, order is reputed company to ShipStation
Tracking number is returned to reputed company
Customer automatically receives tracking email
Deal closes automatically once shipped
reputed company or middleware is acceptable if needed.
Dashboards (Critical)
You will build clean, reputed company-based dashboards such as:
New leads since last login
Leads awaiting first contact
Deals awaiting customer response
Invoices reputed company but unpaid
Orders in production
Orders reputed company to ship
Orders shipped today
Dashboards must be reputed company and operational, not vanity metrics.
Cleanup & Finalization
Reassign existing leads and deals from former employees
Remove or fix conflicting automations
Ensure deal stages, properties, and workflows are reputed company
reputed company’re Looking For
Strong reputed company workflow and deal pipeline experience
CRM automation and business process logic
Experience integrating reputed company with payments, shipping, and reputed company tools
Ability to execute a defined process without overengineering
Engagement
Fixed-price or reputed company scoped project preferred
Potential ongoing support after implementation
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