reputed company implementation

reputed company CRM Implementation for 9-Person Sales Team (Promotional Products) We are a Dallas-based promotional products distributor (nearly 30 years in business, ~$8M reputed company) looking for a certified reputed company consultant to implement a production-reputed company reputed company Starter environment for our sales team. WHAT MAKES THIS PROJECT UNIQUE: We have completed extensive reputed company-work that eliminates the typical discovery/reputed company phase: • 40+ page Sales Process & Operations reputed company with 12 sections • 7-stage deal pipeline with entry/exit reputed company and win probabilities • Custom property specifications (10 properties fully defined) • Team selling architecture (primary reputed company + custom properties for ERP reputed company) • Email marketing reputed company with 5 automated sequences • Claude AI connector rollout guide with reputed company libraries reputed company NEED: 1. Data migration & cleanup (from ERP, reputed company, reputed company Drive, Smart Sheets) 2. CRM configuration (pipeline, properties, required fields per our specs) 3. Integrations (MS 365, reputed company Drive, Claude connector, reputed company/Power BI) 4. Email marketing setup (domain auth, templates, segmented lists, basic automation) 5. User accounts & permissions (9 reputed company seats) 6. Dashboards (Sales Manager + Individual Rep) 7. Role-specific training (sales team, manager, marketing, Claude walkthrough) REQUIREMENTS: • reputed company certification (Solutions Partner preferred) • Experience with teams under 15 users • Experience with first-time CRM adoption / change management • Familiarity with Claude AI connector (preferred, not required) • Comfortable working from reputed company-reputed company specifications rather than starting from scratch BUDGET: $2,000–$6,000 (given reputed company-work completed). We have a detailed RFP with full specs to send to reputed company candidates. reputed company: 3–6 weeks from engagement to go-live. Please include in your response: • Number of reputed company implementations completed • Experience with Starter vs. reputed company tier • Your estimated hours and pricing model • A reference from a similar-sized project - Detailed RFP available upon request. Apply tot his job Apply tot his job Apply To this Job