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Seeking Sales CRM assistance

  • November 16, 2018
  • 4 replies
  • 17 views

We are looking for help setting up our Brewery sales CRM airtable. While it’s been a whirl exploring and experimenting with the features, we have realised it would be much easier for an expert to pull something together for us.

Ideally, we are looking for main account database attached to weekly reports per sales rep. Within the reports are different categories and we are going cross eyed trying to workout which way the information should sit/flow/flip.

Thanks,
BD

4 replies

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  • Inspiring
  • 366 replies
  • November 16, 2018

You’ve got a private message! :slightly_smiling_face:


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  • Participating Frequently
  • 586 replies
  • November 16, 2018

Hi Jessica,

This is something that is well within my area of expertise and I would be glad to help you out.
You can reach me on andrewjohnson56782@gmail.com

Best Wishes,
Andrew


  • Inspiring
  • 40 replies
  • November 16, 2018

Hi Jessica,

If you’re still looking for help with this, I’d love to chat further. You can schedule some time on my calendar here. Hope to chat with you soon!


  • Participating Frequently
  • 7 replies
  • June 25, 2019

If you still need some help boosting the effectiveness of your Sales CRM, take a look at gustermail.com–