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‎Dec 16, 2021 03:26 PM
Looking for a consultant to build out :
- Dashboard that presents strategic Partnerships with columns such as : Priority, Customer Count, Investment amount, estimated revenue, order count. Need to add Stages: Prospecting, Discovery, Negotiation, Agreement Signed, Onboarding Partner, Closed Won, Nurturing, Closed Lost.
- For Each partner, I need list sub partners under the parent partner.
- Need opportunity dashboard and for it to link to the areas in the first dashboard presenting the strategic partners. Need the ability to integrate to salesforce and Partnerstack.
Lets have a call and discuss. Should be a fairly quick project for you all, I just dont have the time to build out.
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‎Dec 17, 2021 03:26 AM
Hi Sam, I’m an Airtable expert / consultant based in Berlin, Germany. Happy to help you with this. I do have a few questions, but I guess it’s best to clarify them in a call. Please shoot me an email at rupert.hoffschmidt@gmail.com. Best, Rupert
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‎Dec 18, 2021 06:38 PM
Hi @Sam_Glasman,
I’m the founder of AirOps Consulting and we are a full-service Airtable consulting company. We’ve built many CRM/partnership management databases before. We’ve also set up various integrations with CRMs including Salesforce. I’d love to speak with you over a Zoom call and learn more about your project. You can book a time with me here: Calendly - Cherry Yang
Here’s my website if you want to know more about my work. https://www.airopsconsulting.org/
Look forward to connecting with you and have a great rest of your day!
Best,
Cherry
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