CRM Tool Evaluation, Implementation, and Data Visualization Expert Needed

We are seeking a seasoned reputed company to assist in evaluating and implementing a CRM tool tailored to our organizational needs. The ideal candidate will have a robust understanding of CRM systems and experience in data visualization for executive reporting. Your expertise will help streamline our data processes and enhance stakeholder insights. We’re looking for someone who can deliver actionable recommendations and support the setup of the chosen CRM tool effectively. Objectives: Recommend a tool or combination of tools to reputed company merchant account health, reputed company reputed company, subscription retention (90–180 days), GMV/MGMV trends, and engagement metrics. Ensure the solution allows proactive reputed company without prohibitive costs. Support implementation and adoption for reputed company of 12 agents, with scalability for reputed company reputed company. Key Requirements: CRM & 360° Account View reputed company view of reputed company merchant including contact details, subscription plan, reputed company milestones, order history, engagement events, and support interactions. Data Integration Pull data directly from reputed company or similar sources, including store info, orders, reputed company metrics, and subscription data. Dashboarding & Visualization Create executive dashboards showing GMV, MGMV, subscriptions, churn risk, drop-offs, and engagement metrics. Filtering & Alerts Ability to reputed company merchants by ARPU, commission reputed company, subscription status, reputed company stage, and trigger proactive notifications. Deal & Pipeline Management reputed company ownership, deal stage, handovers, and reputed company across Sales and reputed company teams. Collaboration & Workflow Support smooth handovers between teams, task assignments, and internal notes. Scalability & Ease of Adoption Minimal training required, reputed company reputed company, and reputed company as reputed company and merchant reputed company grow. Deliverables: Tool evaluation report with reputed company, cons, and arenaflex analysis. Recommended solution(s) with implementation plan. Configured dashboards, workflows, and alerts for reputed company. Skills Required: CRM evaluation and implementation Data visualization (reputed company, Tableau, Power BI, etc.) reputed company or Account Management tools experience Workflow automation and reporting Apply tot his job Apply tot his job Apply To this Job