Excel and CRM Specialist for Customer Data Project | Hourspent

A highly skilled freelancer with specialized expertise in CRM systems data organization and Excel is needed to develop a comprehensive multi-tab dataset for our purchased customer data. This project is crucial as it'll help us effectively manage and analyze our customer existing data identify any gaps and prepare for seamless integration with Zoho CRM. The main objectives of this project include: Creation of Multiple Tabs: Each tab should be designed to cater to a specific business area or product type. This structure will ensure clarity and usability while adhering to CRM best practices. Tailored Datasets: Each tab will contain a dataset that reflects customer data pertinent to its specific category. The datasets should be organized logically to facilitate easy access and understanding. Key Responsibilities - Develop a clear and professional layout across multiple tabs. - Ensure that the datasets are user-friendly and aligned with industry best practices for CRM data management. - Collaborate closely with our team to understand the specific needs and nuances of the data being handled. Deliverables - A multi-tab Excel workbook with clearly defined sections for different business areas. - Each tab should include relevant customer data formatted for easy interpretation and analysis. - Documentation outlining the structure and rationale behind the dataset organization. We look forward to receiving proposals from freelancers who can demonstrate a strong background in CRM systems particularly Zoho along with proven experience in data management and Excel proficiency. Please refer to the attached example of the purchased data for guidance on the expected format and detail level. Apply tot his job Apply tot his job