Less than 1 month –
Less than 10 hrs/week –
I'm evaluating implementing a new CRM and migrating from Salesforce, I'm considering using RelateIQ.
I need someone who is well versed in RelateIQ architecture and how to fit a specific use case into it.
Here are some things I'm thinking of:
- Prospecting Lists (facilities maintenance, laundromats, etc. email blasts for instance)
o Once I get an active prospect, becomes a Lead
- Active Deal flow
o Leads, etc…
- Segment Accounts (business broker, Lawyers, Commercial Lenders, etc..)