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CRM Implementation & Operational Structure
Project Type
Website Design Company
Location
New Jersey
Role
Operational setup and systems implementation partner.
Outcome
-Centralized client and project tracking
-Improved internal coordination and scheduling efficiency
Timeline
3 months
Objective:
Establish foundational systems and workflows to support client management and internal coordination.
Key Deliverables:
-CRM platform selection and implementation
-Client intake and tracking workflows
-Calendar management and scheduling structure
-Internal process documentation
-Workflow refinement to support service delivery
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