CRM (upravljanje odnosov s strankami) Jobs

In search of a seasoned CRM developer with experience in creating over 10 to 15 CRM software. The ideal candidate should have: - Proficiency in building key features and functionalities such as contact management, lead management, and sales pipeline tracking. - The ability to integrate the CRM software with social media platforms and customer support ticketing systems. - Skills to develop both web-based and desktop application versions of the CRM software. If you possess the skills outlined above and are able to meet these requirements, I encourage you to apply.

We are seeking an expert GoHighLevel freelancer/agency to assist with setting up and customizing our GoHighLevel account for a marketing campaign targeting real estate companies, specifically a property management company located in the UK. As part of the campaign, we require assistance with the following tasks: up and customizing the GoHighLevel account to align with our agency and client business needs. and implementing high-converting funnels to increase sales for the property management company. automated workflows to simplify business processes and boost productivity. third-party tools and applications to enhance the GoHighLevel experience. up various elements within GoHighLevel, including sales funnels, landing pages, onboarding processes, forms, automations, and campaigns. T...

I am seeking a skilled Salesforce CRM analytics expert who can fix a bug on one of the Dashboards in our CRMA Ideal skills and experience: - Prior experience with Salesforce CRM analytics, particularly with Reports and Dashboards - Excellent understanding of CRMA - Familiarity with identifying issues in CRMA

I am looking for a professional with a deep understanding of TALLY and BITRIX to assist in the development of a seamless module for data transfer between the two platforms. Key Objectives: - Develop a module for Real-time data sync between TALLY and BITRIX. - Establish Custom field mapping for data consistency across platforms. - Design and implement templates for CRM documents on BITRIX. Key Tasks: - Configure BITRIX for importing data from TALLY. - Ensure the module is capable of handling a medium volume of data transfer (several hundred records per day). Ideal Skills: - Proficiency in TALLY and BITRIX is essential. - Experience in developing integrated systems is a must. - Strong understanding of CRM processes and data handling. - Ability to create efficient and robust data transfer...

As I'm looking for a skilled ERP and CRM developer to support the development of a comprehensive system for my business. The ideal candidate will have expertise in: - Inventory management - Sales and order processing - Financial management - Customer relationship management - Indian accounting and taxation Your primary responsibilities will include: - Designing, developing and maintaining the ERP and CRM system - Ensuring the system is fully compliant with GST regulations and other Indian accounting standards - Implement features like: - Lead management - Contact management - Sales forecasting - Bookkeeping - Bank reconciliation - Payroll The successful freelancer should have a robust understanding of ERP and CRM systems, particularly in the context of the Indian market...

As a new company, I am looking for an Odoo ERP expert who can set up an environment to assist in managing my business operations efficiently. Key features to implement: - Sales and Invoicing: Provide a seamless process for managing sales and creating bills for clients. - Inventory Management: A system for keeping an eye on the in-stock items. - CRM and Lead Management: Enables effective interaction with potential and loyal customers. - Expenses: Monitor where expenses mostly go and efficient ways of minimizing them. - Finance: Assist in managing financial operations and planning. Design: We prefer a clean, modern, and user-friendly interface. The design should make it easy to navigate between different modules. Customizing options is not paramount but the design should be...

I'm in need of a proficient IT professional, skilled in Salesforce CRM, to provide various types of support. The scope of this job includes: - Integration: You'll be required to integrate my Salesforce CRM with several other systems we use, including our E-commerce platform, Email marketing service and Customer support platform. Possessing strong experience with these systems and Salesforce integration capabilities would put you at an advantage. - User Training & Support: I need guidance to understand the full potential of Salesforce CRM and how to use it effectively. The ideal freelancer will have a background in training and customer support, able to pass on knowledge to my team. - Data Migration: A big part of your role will surround migrating data from other platforms ...

I'm seeking a HubSpot professional to efficiently set up the platform to manage my customer relationships. The primary goal is to establish a smooth process that supports my business, consisting of 100-500 customers. Key responsibilities: - Set up email tracking to monitor customer communication - Configure a deals tracking system to oversee business progress - Implement contact management cascades to handle multiple clients simultaneously Ideal candidate: - Extensive experience in setting up and managing HubSpot - Proven record in CRM management - Fine attention to detail

I require an experienced freelancer to perform modifications to my existing Odoo platform. The project will involve introducing significant user interface modifications. The main task is to add new modules which will extend the system's functionalities and capabilities. Proper understanding, experience in Odoo customization, and adept knowledge in Sales and CRM module configuration are the essential skills for this project. Applicants ought to be creative innovators and logical problem solvers, with excellent attention to detail. Your contributions will be instrumental in optimizing our processes, and elevating the overall efficiency of our platforms. My company provides and maintains CCTV cameras which customers pay for on a monthly basis. The Map Intergation required is already d...

I'm in need of a skilled ERP developer to create a comprehensive and user-friendly service-based ERP with a primary focus on Project Management. The ideal candidate should have experience in ERP development, with a good knowledge of service-based ERP and project management functionalities. Key functionalities desired in the ERP system: - Project Management: This is a core requirement for the system. The ERP should be able to handle various aspects of project management such as task assignments, progress tracking, resource management, and reporting. - Customer Relationship Management (CRM): This is another vital aspect of the ERP. The system should be able to manage customer interactions, track leads, and facilitate marketing and sales processes. - Financial Management: While not the...

I'm seeking assistance in developing a Customer Relationship Management (CRM) system suitable for an existing business. The primary objective of this project is to improve customer service through efficient customer management. Key Requirements: - The project is focused on creating users and CRM plans to aid in making business decisions. - The most critical CRM functionality required is interaction tracking. This encompasses the ability to monitor and analyze customer interactions, with a view to enhancing service delivery. - I am particularly interested in a system that is user-friendly, as the end goal is to enhance the customer experience and overall customer satisfaction. Ideal Skills and Experience: - Prior experience in developing CRM systems, with a focus on customer service...

I am looking for a salesforce professional who has enough experience with sending surveys, your task will be to program a flow which should send an email with the survey to the end user, based on user responses, in case of a negative rating, an email should be sent to the coordinator indicating the response data of that survey, everything must be done with declarative tools.

I'm looking for some people to do ongoing lead generation while monitoring my ongoing campaigns and helping me with internal account maintenance and tasks. 1. I have a cold email inbox that needs to be monitored. I need someone who can reply to a new lead within 2 minutes of a person sending an email in response to my cold email campaign. 2. I need some help managing my CRM to keep my lead generation funnels up to date (if you can set up advanced email and lead funnel automation in HighLevel CRM that's a big plus, please let me know). 3. I have general client account and client project tasks such as generating reports, launching website hosting servers, migrating data from one website to another, and other similar tasks that involve setting up or updating accounts/servers. 4. ...

Please fully read the job description! I'm in need of a skilled virtual assistant. The tasks you'll be tackling will include: - Data entry: you'll be responsible for inputting new data into our system and maintaining the accuracy of the existing data. - Writing Standard Operating Procedures (SOPs): I'm looking for someone with a knack for writing detailed and clear SOPs that can be easily understood by others. - Setting up email lists. - May be added: Email management: sorting, flagging, and responding to emails from potential customers in a timely manner. I am looking for a long term assistant for around 6-8 hours per week initially. It would be great if you could work one or two hours per day on multiple days during the week. I'm expecting you to have: - Excel...

I am in need of a skilled Odoo developer to create an Odoo module. I have a node script that I want to convert to a Odoo Module. The node script create an XML from an invoice, sign the XML file (under XADES_BES standard), send it to a server and receive the files authorized by the server.

I am currently in search of a skilled Salesforce tutor to guide me in the facets of Salesforce's Security and Access. I have existing knowledge and some experience with Salesforce but am eager to enhance my capabilities specifically in Security and Access, where I rate myself as intermediate. To effectively facilitate this, the ideal tutor should: - Be an experienced Salesforce user, preferably holding a certification. - Possess deep knowledge of Salesforce's Security and Access features. - Know how to patiently explain complex concepts to learners of different levels. Looking forward to tutors who can tailor sessions targeting the Salesforce Administrator Examination.

I'm in need of a skilled freelancer to optimize my existing email automation sequences in Klaviyo, plus any other programs recommended. We require a sales, email automation process set up for our larger wholesale enquiries/customers, plus we need to audit, and implement our retail email flows within Klaviyo. Key Deliverables: - Review and potentially revise the existing email automations to align with the goal of improving customer retention. - Suggest strategies to enhance the current email sequences and implement where necessary. - Implementation of new best practices to ensure the highest open and click-through rates. - implement strategies for our wholesale/sales email automation (potentially outside of Klaviyo). Skills and Experience: - Proven experience in work...

As an insurance agency covering both personal and commercial lines, I'm seeking a proficient data analyst to focus on auto insurance. The project requires both trend and policy analysis with a particular emphasis on premium analysis and coverage analysis. I'd also like to include a marketing component. Ideal candidates must have: - Proficiency in analyzing insurance data - Knowledge of both trend and policy analysis - Experience with premium and coverage analysis - Ability to decipher data for marketing strategies - Experience with Applied Epic is a plus Attention to detail is critical as the insights drawn from this project will be instrumental in the formation of future business strategies.

Urgently required an experienced Power Platform Developer with a primary focus on Power Automate and has knowledge in both sales and marketing modules of Dynamics 365. Key Responsibilities: - Implement workflow automation within Power Automate. - In-depth engagement with Microsoft Dynamics CRM. Ideal Candidate: - Extensive experience with Power Automate and Dynamics 365 - Proven mastery in CRM, specifically Microsoft Dynamics - Excellent in both sales and marketing modules of Dynamics 365

He also links my CRM to the cTrader trading platform. He also has experience in linking with the liquidity provider. He previously worked on these projects and has projects related to Forex and trading. We will develop our system through Laravel and PHP

I'm in need of a bulk email sender to help with my email marketing campaigns. The main goal of this tool will be to effectively reach and engage my audience through email. Key Project Details: - The main goal of this tool will be to effectively reach and engage my audience through email, primarily for marketing campaigns. - I require this tool to integrate seamlessly with my current CRM software, enabling me to access and manage my contact lists with ease. - The ability to import email lists from a file is highly desired. - While I haven't specified a preference for list management, I'm open to suggestions and best practices. - It's important that the tool is user-friendly and provides insight into the performance of my campaigns. Ideal Freelancer: - Prior experien...

On a mission to streamline my business processes, I need a skilled Zoho CRM developer with a sharp eye for automation who can set up and optimize my sales initiatives. Primary responsibilities will include: - Setting up automation for sales in Zoho CRM, specifically focusing on email campaign operations including the creation of relevant triggers. - Building a blueprint to better manage sales pipeline tracking, lead management, and contact management within the CRM. Desired Skills: - Proficient in Zoho CRM and its specific functionalities. - Expertise in email campaign automation, ideally in Zoho. - Deep understanding of CRM lead scoring and routing. - Experience setting up triggers based on specific actions or events. - Strong knowledge of personalizing emails based on customer data...

I'm seeking an experienced virtual assistant to manage my Airbnb account on a weekly basis. As a potential assistant, your tasks will include: - Messaging guests promptly and professionally. - Efficiently managing bookings and reservations. - Handling various online inquiries with the utmost courtesy. You should be familiar with the following platforms: - Airbnb host tools, for seamless property management. - Customer Relationship Management (CRM) systems, to enable effective communication and provide top-tier customer service. - Office productivity software, to ensure smooth operation and organization. Experience in these areas is highly preferred as it will lead to a smoother operation and improved guest satisfaction. If you are organized, communicative, and well-ver...

I am in need of a Go High Level expert who can set up and manage sales funnels effectively. The project entails the following tasks: - System Integration: I require the professional to integrate the system with various platforms. Specific platforms such as Salesforce, Mailchimp, and Shopify should be considered. - AI Chatbot Implementation: While the details of the AI chatbot features were not specified, the Go High Level expert will be in charge of incorporating it on Instagram and WhatsApp. - Automated Client Follow-ups: The individual will be responsible for setting up automated client follow-ups. This will be achieved through Email Marketing, In-app messages, Instagram, and WhatsApp. The ideal candidate should be well-versed in Go High Level, and have a strong background in sales fun...

!!!Must have skills!!! Salesforce Partner Relationship Management experience References, similar projects We need a salesforce commerce expert who can perform the work listed below. Of course, this is a very rough “plan and description” We would like to arrange a non-binding Zoom meeting to talk about our project. In the end, we need much more than what is written or listed here. We assume that you understand our requirements and that you work in a solution-oriented manner and with us in mind. Here you have a first description. This is how I made the advertisement: We are a brokerage platform. We refer customers to suitable workshops and need a solution in Salesforce for our lead management. 1. the customer makes an inquiry via our website (I could do t...

As a business owner, I'm seeking a Tally developer to assist with a project that involves customization and integration. Key Responsibilities: - Customizing Tally to integrate with our CRM system. - Ensuring smooth synchronization of customer data between Tally and the CRM. Ideal Skills and Experience: - Proficiency in Tally customization and integration. - Proven experience with CRM integrations, especially syncing customer data. - Strong understanding of financial and sales reporting. - Past experience in enhancing customer relationship management through system integration. Your role is pivotal in ensuring that our customer data is up-to-date and correctly reflected in both our CRM and Tally. The successful candidate will play a crucial role in automating our systems and enhan...

I am creating a student enrolment management system for learning purpose and need guidance of someone who knows about salesforce and have made something like it earlier. It's a very basic project, no experience required, It might not required more than 2 hours of time. If you know about object creation, tabs, profile management, tab and field security, you are welcome to apply for this project.

We are looking for an Odoo professional to customize dashboards for our bakery. We are currently using the Sales, manufactoring Inventory, and Purchase modules. We need someone with strong Odoo skills, who can create dashboards that can help us understand our sales, stock, and purchase dynamics in an easy and clear way. Ideal Skills: - Deep understanding of Odoo module customization - Strong experience with Business Intelligence tools - Similar experience in the food industry or bakeries is a plus You will be working with a small team of less than 5 users. We invite individuals who possess a genuine passion for problem-solving and who are dedicated to exceeding expectations to bid.

I am aiming to build a custom CRM specifically tailored for immigration lawyers dealing with student cases, leveraging open-source, white-label CRM technologies. Here are the key functionalities I am looking for: - Contact management - Task management - Email integration - Custom report generation For this project, your expertise in open-source CRM software would be invaluable. A good understanding of the needs of legal practitioners, particularly immigration lawyers, will contribute to the success of this project as well. You will also have to be skilful in modifying and customising open-source platforms to meet specific needs. In the end, what I want to have is a CRM system user-friendly enough for immigration lawyers that can also be adapted for other legal needs.

I'm seeking a proficient freelancer to provide comprehensive training and integration of ZOHO Books into our business operations. Here are our primary needs: - Setting up ZOHO Books account: We are starting from scratch and need assistance in setting up our ZOHO Books account correctly. - Importing and managing data: As a business, we handle a vast amount of data that needs to be imported and managed efficiently. A vital part of this task will involve teaching our team how to do this. - Customizing reports and dashboards: We want to maximize the utility of ZOHO Books' reporting and data visualization features. We need someone who can customize these elements for us. Our team is composed of 1-10 employees, all at an intermediate level of proficiency with ZOHO Books. It means t...

I am in need of a Go High Level expert who can set up and manage sales funnels effectively. The project entails the following tasks: - System Integration: I require the professional to integrate the system with various platforms. Specific platforms such as Salesforce, Mailchimp, and Shopify should be considered. - AI Chatbot Implementation: While the details of the AI chatbot features were not specified, the Go High Level expert will be in charge of incorporating it on Instagram and WhatsApp. - Automated Client Follow-ups: The individual will be responsible for setting up automated client follow-ups. This will be achieved through Email Marketing, In-app messages, Instagram, and WhatsApp. The ideal candidate should be well-versed in Go High Level, and have a strong background in sales fun...

I'm seeking a comprehensive CRM/HRM solution for my Immigration Consultancy Firm. The system should cater to client, document, and employee management. Preferred location of freelancer / software house is LAHORE. Key Features: - **Client Management**: The system should have a robust client management module. It should help us track client interactions, monitor case progress, and manage client information securely. - **Document Management**: The CRM/HRM system must enable us to store and manage client documents efficiently. This includes the ability to upload, categorize, and retrieve documents easily. - **Employee Management**: The platform should support the management of 11-50 employees. Features should include attendance tracking, performance evaluations, and perhaps even task...

**Project Overview:** We're looking to set up a Zoho Portal that allows users to create emails using their custom domain and integrate them with Zoho Sheets. The goal is to replicate the functionality of an existing Google Apps Script that forwards emails to Google Sheets. The freelancer will be responsible for configuring the Zoho Portal, setting up email forwarding, and integrating Zoho Sheets to achieve seamless email-to-sheet automation. **Prerequisites:** - Access to Zoho Mail and Zoho Sheet. - A custom domain configured with Zoho Mail. - Basic knowledge of Zoho Mail, Zoho Sheet, and email forwarding. **Scope of Work:** 1. **Zoho Portal Setup:** - Configure the Zoho Portal to enable email creation using the custom domain. - Ensure proper domain verification and configu...

We are seeking an experienced developer to integrate OpenAI GPT into our existing database system (Zoho CRM) to enable natural language queries for investor searches. Users on our website will describe their company and transaction details, and the GPT will summarize and request additional information. Based on this, the GPT will score investors using a customizable algorithm and provide a CSV list of the top 100 matches. Users interested in further details must sign an NDA and fee agreement via an automated system, with their information and preferences automatically transferred to our CRM database. Key Project Details: User Interaction on Company Website: Users will describe their company and transaction details on our website using natural language queries. The GPT will generate a su...

Estoy buscando un desarrollador de software capacitado que pueda crear un programa MLS inmobiliario con CRM integrado para los agentes inmobiliarios de mi empresa. Es un programa de uso interno, es decir, sólo será utilizado por nuestros agentes inmobiliarios para consultar el inventario de propiedades disponibles y enviarla a los clientes interesados por medio de un link que lleva a una ficha técnica de la propiedad con fotos , video y características. Características clave: - Gestión de propiedades: el programa debería poder gestionar eficientemente un número de propiedades entre 100 y 1000 que podrán ser cargadas, editadas, eliminadas, etc... por el agente inmobiliario desde la app. - Búsqueda avanzada de propiedad...

I have to create a CRM in which I extract PDF files via soap

** If your English level is not fluent, please do not bid ** I'm in need of an experienced React developer, proficient in user authentication, data visualization, and responsive design, to craft a CRM application. Key requirements: - User Authentication: Create a secure login system to ensure the safety of our customer's data. - Data Visualization: Implement interactive graphs and charts to help us analyze customer interactions and make informed decisions. - Responsive Design: Ensure the application is user-friendly and functional across all devices. In addition, the CRM must integrate seamlessly with a customer support ticket system, allowing us to manage client inquiries efficiently. Your expertise in React and CRM development will be essential to the successful completio...

I'm in need of a dedicated, full-time Virtual Assistant to help me with managing various tasks. The ideal candidate should be fluent in both English and Spanish, as they will be handling clients from both languages. Key Responsibilities: - Email Management: You will be responsible for handling my email correspondence, prioritizing emails, and responding to clients in a professional and timely manner. - Scheduling Appointments: You will help me in coordinating and scheduling meetings and appointments, ensuring my calendar is up-to-date and organized. - Data Entry: You will be required to assist with data entry tasks, ensuring accuracy and attention to detail. ZOHO Expertise: - Familiarity with Zoho CRM, Zoho Books, and Zoho Creator is a must. If you have experience in other Zoho appl...

I'm searching for a talented freelancer who wants to work with me on this amazing project for a longer period of time. Job Description: What is it for: Golden Meadow formerly known as Sunshine Profits has been established in the Gold and Silver Newsletter industry for over a decade. One of the things that we aim to do at as well as through and is connecting gold/silver investors and prospective gold/silver investors with dealers that might sell them physical bullion (either online or locally). Who do we look for? A flexible remote sales associate with excellent communication and negotiation skills, a customer-centric focus, self-motivation, adaptability, integrity, and collaborative abilities. A brief description of the job: Reach out to the bullion dealers (cold calling) and en...

Estoy buscando un desarrollador de software capacitado que pueda crear un programa MLS inmobiliario con CRM integrado para los agentes inmobiliarios de mi empresa. Es un programa de uso interno, es decir, sólo será utilizado por nuestros agentes inmobiliarios para consultar el inventario de propiedades disponibles y enviarla a los clientes interesados por medio de un link que lleva a una ficha técnica de la propiedad con fotos , video y características. Características clave: - Gestión de propiedades: el programa debería poder gestionar eficientemente un número de propiedades entre 100 y 1000 que podrán ser cargadas, editadas, eliminadas, etc... por el agente inmobiliario desde la app. - Búsqueda avanzada de propiedad...

Job Title: Cold Calling Specialist - Real Estate Investing Are you a self-motivated individual with a knack for hitting targets? Do you possess exceptional communication skills in English? If so, we have an exciting opportunity for you! Company Overview: At RocketHomez LLC, we're a dynamic real estate investing business with a passion for expanding our portfolio. We specialize in acquiring properties and creating value through strategic investments. As we continue to grow, we're seeking talented individuals to join our team and drive our success. Position: Cold Calling Specialist Responsibilities: Conduct outbound cold calls to homeowners to identify potential investment opportunities. Build rapport with homeowners and effectively communicate our value proposition. Set appoi...

I'm in need of a dedicated, full-time Virtual Assistant to help me with managing various tasks. The ideal candidate should be fluent in both English and Spanish, as they will be handling clients from both languages. Key Responsibilities: - Email Management: You will be responsible for handling my email correspondence, prioritizing emails, and responding to clients in a professional and timely manner. - Scheduling Appointments: You will help me in coordinating and scheduling meetings and appointments, ensuring my calendar is up-to-date and organized. - Data Entry: You will be required to assist with data entry tasks, ensuring accuracy and attention to detail. ZOHO Expertise: - Familiarity with Zoho CRM, Zoho Books, and Zoho Creator is a must. If you have experience in other Zoho appl...

As a business owner, I'm seeking an experienced Microsoft Dynamics CRM expert to help automate my company's finance and accounting processes within Business Central and improve our Order Entry system built within the CRM. Needs to be local to our business as we require you to be onsite. Specifically, the project will involve: 1. Automating Finance and Accounting: - The ideal freelancer for this job will have a deep understanding of Business Central's financial modules and automated accounting processes. 2. Order Entry Improvement: - Our current Order Entry system within CRM is poorly optimized and requires improving or rebuilding from the ground up. A strong background in CRM-based order management systems is essential. 3. CRM and Business Central Integra...

I'm seeking a professional who can help me to integrate vapi and gohighlevel. Freelancer who has already experience will be easy to do this. If I confirm, then I will release immediately.

Develop and Implement ZOHO CRM

I am looking to generate an Inventory Forecast Report like how much quantity of which Items needs to be ordered for the expected requirement of next 3 months, based on the following data from ZohoBooks: 1. Item-wise Sales quantity trend for the last 6 months. 2. Expected Delivery Date (EDD) of the Purchase Orders booked in ZohoBooks with Status as "Issued" 3. Item-wise Accounting Stock in hand as on date in the ZohoBooks

I require an Odoo expert to automate tasks within my business. This involves: - Sales and CRM: A seamless system that streamlines sales and communication with our customer base - WhatsApp Integration: An impressive system that sends and reacts to WhatsApp messages automatically - Email Automation: An efficient system that allows automatic replies, scheduled sending, and manages email campaigns This project demands a good understanding of Odoo and automation techniques, knowledge of WhatsApp and email systems, and a knack for simplifying complex workflows. The objective is to improve efficiency, communication, and customer interaction within the company. Upon customer sign-up, the system would trigger a series of communications via WhatsApp, SMS, and Email throughout their subscription p...

Looking to improve Honeybook CRM workflow

Necesito implantar el soft de gestión ERP-CRM-MRP llamado Dolibarr. Me dedico a la fabricación de componentes para ciclismo de mediana y alta gama, y quiero usar este software para la gestión de mi negocio. Desde la ayuda en la selección y decisión de instalación en un servidor tipo SAAS, hasta la carga de datos, configuración y puesta en marcha. Trabajo en equipo, ya que hay que ir filtrando y definiendo la información que va a generar la base de datos. El resultado debe ser el software instalado y corriendo correctamente para acceder desde cualquier ordenador con acceso a internet. Se deben generar unos 3 o 4 usuarios solamente, con distintas funciones: producción, ventas, administración, contable.

I'm in search of a talented developer to create a web-based CRM system for my business. Here's what I need: - The CRM system should be accessible through a web browser. - Its primary function will be sales tracking. I want a solution that will help me monitor and manage sales effectively. I envision the CRM system to perform sales tracking in the following ways: - By individual salesperson: The system should show the performance of each salesperson. This way, I can analyze their work, reward high performers, and provide feedback to those who need improvement. - By team: It should also provide an overview of each sales team's performance. This will help me assess the overall productivity and effectiveness of my salesforce. - By product/service: The CRM system should trac...