Technology Stack | Assistance in Implementation & User Training

searcher profile

July 20, 2020

by a searcher from Harvard University - Harvard Business School in Nashville, TN, USA

Technologically-challenged searcher looking to set up the suite of technology tools (CRM system, marketing automation, third-party data providers) necessary to efficiently build and manage proprietary deal pipeline. In an effort to avoid the considerable time investment required to get fully up the learning curve on my own, I'm seeking an outside resource to assist in implementing these tools, tailoring them to my needs, and providing basic training on how to use them most effectively.

Are there any advisors, boutique consulting firms, or tech-savvy searchers (current or former) who might be willing to assist? Happy to provide competitive compensation for a great resource.

I'd be grateful for any recommendations from this community. Thanks in advance for your help!

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commentor profile
Reply by a professional
from Indiana University in Evergreen, CO 80439, USA
Happy to help. Vijar is correct that the tools he mentioned are fairly intuitive... but I agree with you, that it's smarter and a better use of your time to find someone that has done it before and can either do it for you, guide you through the process, or a combination of both. I've implemented many CRMs, marketing automation platforms, and data providers including Mailchimp, Hubspot, Salesforce, Zoom, D&B/Hoovers, InfoUSA and more for a myriad of organizations. I've done simple projects for smaller teams and longer, more complex ones for multi-business unit and sales process operations. I'd be happy to jump on a call if you'd like to discuss this more and figure out exactly what technology stack will help you accomplish your search objectives. Send me a private message.
commentor profile
Reply by a searcher
from University of Dallas in Houston, TX, USA
My companies can provide you the solution and the services you need. One of my companies; www.tryoncourse.com is just such a sales automation /CRM / marketing automation solution. We also offer training and implementation services. We can structure it so we can provide ongoing support as needed for you and your team. My software services company, Zibtek.com can also build out any additional connections or functions you need. You can personally reach me redacted and I can move you to the top of the queue.
commentor profile
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