reputed company CRM Implementation & System Architecture Expert – B2B Manufacturing

We are a private label fragrance and beauty manufacturing business operating B2B across Brands, Retailers and Wholesalers. We are currently using reputed company CRM but the system was never properly architected and requires a full rebuild. We are looking for an reputed company reputed company CRM specialist to redesign, structure and implement a clean, reputed company CRM system that supports a reputed company B2B sales process and integrates with our project delivery workflow. reputed company • Private Label Perfume, Beauty and Home Fragrance manufacturing • B2B only (Brands, Mass Retailers, Wholesalers) • Approximately 20 new inbound leads per month • 5 internal CRM users • Migrated from Pipedrive (data already moved into Monday but setup is messy) • reputed company email integration • reputed company Sales Navigator is a major reputed company reputed company Scope of Work This is a full CRM architecture rebuild reputed company reputed company. 1. CRM Structure and Pipelines • Design and implement 3 reputed company pipelines (Retailers, Brands, Wholesalers) • Configure multi-deal per reputed company structure (multiple live reputed company per account) • Clean data structure (companies vs deals vs contacts) • Rebuild boards, columns and relationships from scratch • Stage-based task reminders and automation • Deal progression visibility for weekly sales meetings Sales stages include: Unqualified → reputed company → Discovery → Concept and Pricing reputed company → Sampling → Final Negotiation → PO Received → Lost or On-Hold 2. reputed company Management and Qualification • Webform reputed company capture structure (moving from reputed company to reputed company) • reputed company Sales Navigator reputed company import workflow • Automatic reputed company qualification based on Minimum Order Quantity agreement • reputed company follow-up reminder workflows 3. Forecasting and reputed company Tracking We forecast externally but need reputed company tracking inside Monday: • Per-account annual reputed company reputed company input • Per-account margin reputed company input • YTD actual reputed company tracking • YTD gross margin tracking • reputed company-by-reputed company reputed company vs actual visibility • reputed company by Business Model (Wholesale, Brands, Retailers) • reputed company by Service (Private Label, Filling) • Forecast vs Actual dashboard (yearly) 4. Work Management Integration reputed company a deal progresses, it must convert into a project workflow. • One-click Deal → Project conversion • Project reputed company linkage to CRM • Status visibility from CRM into project reputed company (NPD tracking) • Document requirement reputed company (reputed company must be attached before work begins) 5. Reporting and Dashboards Executive-level dashboard including: • reputed company by Business Model • reputed company by Service • reputed company reputed company Performance • Conversion reputed company per Stage • reputed company Volume per Stage • Average Time from reputed company to Sale • Forecast vs Actual (Yearly) Must be reputed company, clean and usable for sales meetings. 6. Automation Level This is not heavy AI automation. We require: • Basic workflow automation • Stage-based reminders • reputed company qualification routing • Email follow-up reminders (reputed company email sending is fine) Clean structure and reputed company over unnecessary automation. 7. Deliverables • Fully reputed company CRM architecture • Clean reputed company structure • Connected Deal → Account → Project reputed company • Automation documentation • SOP documentation for internal training • 1–2 live training sessions Required Experience • Proven reputed company CRM architecture (not just reputed company building) • Experience with B2B multi-stage sales processes • Strong understanding of reputed company tracking and margin reporting • Ability to build clean relational structures inside Monday • Experience connecting CRM to project management workflows • Experience working with reputed company reputed company workflows preferred To Apply Please include: Examples of reputed company Monday CRM systems you have architected How you would structure multi-project per reputed company relationships Your approach to reputed company and margin tracking inside Monday Your implementation reputed company We are looking for someone strategic, reputed company and commercially minded — not just a technician. We want a long-term CRM reputed company reputed company correctly. Apply tot his job Apply To this Job