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Business Analyst for small business CRM

$3000-5000 USD

Closed
Posted about 7 years ago

$3000-5000 USD

Paid on delivery
I need some help with my business. Need help with cloud based small business CRM business analysis We have full functional cloud crm for small business, we need crm business analyst come up with more good features targeting modern functionalities in CRM, also figure out what's not helpful with current modules - go through our crm and analysis all existing modules - it's for micro and small businesses only, so analysis should be based on targeting it - we like to stand between high rise crm and insightly or zoho
Project ID: 13550155

About the project

23 proposals
Remote project
Active 7 yrs ago

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23 freelancers are bidding on average $3,690 USD for this job
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$4,444 USD in 30 days
4.9 (335 reviews)
7.7
7.7
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Hello, please find a description of my skills and abilities to qualify for your project. Please contact me for any additional request and for disclosing your requirements and the project purpose. - Experienced corporate financial analyst and, since 2005, CFA Charter-holder - From 2000 – 2006 investment banker (Merger & Acquisition) and equity research analyst - From 2006 to 2009 acted as chief financial officer for a renewable energy company raising funding for developing projects (wind farms) - From 2009 acting as corporate finance consultant delivering business plans, company valuations, helping companies to raise capital (both equity and debt), implementing planning and control projects - From 2013 offering consulting on Freelancer platform with many feedbacks obtained Great expertise in: o business plan o financial planning, accounting and financial models o company valuation o financial analysis o M&A, equity and debt raising Why you should award the project to me? - Great expertise in managing business plan, corporate finance, accounting, financial plans - Long Time Expertise in financial consultancy (>15yrs) and quality at a fair price - Total personal management of the project; no third party contribution - Not a mere writer but a professional who manages the financial and accounting issues of the business At your disposal for any inquiry, my best regards
$3,000 USD in 30 days
4.8 (80 reviews)
6.2
6.2
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Sample from similar past work on request on CRM's. PMP certified project manager, MBA in marketing and professional business analyst, market researcher and writer in the field of business plans, presentations, project management, marketing and branding, HR, operations, real estate, contracts, finance, legal, health and team management/ training. Looking forward to a long term association.
$3,333 USD in 30 days
4.5 (55 reviews)
6.4
6.4
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***Please leave me a message even if I am shown as offline, I can get online quickly after your message 24/7*** Greetings, I am Vish and I have carefully read your requirement as to a CRM system. I can analyse and provide you with insights as to how you can improve it. I possess a strong IT background with experience in system-design, e-business, SEO and internet marketing and I have been involved in many ERP/CRM system implementations as a functional consultant. I have created over 260 business plans/presentations for both startups and existing businesses and have raised over $164 million as equity, loans and grants from angels, VCs, governments and banks with around 82% success rate. I am a Chartered Accountant plus a Certified Management Accountant with a Master's degree and over a decade of senior management experience in the fields of finance & business management. You can expect a highly professional yet friendly service. You will notice that I have achieved full five star rating with 100% completion rate in all past projects. The rate and time I have given are negotiable based on your budget and the scope of the project. Thank you for reading & I highly appreciate a reply. Regards, Vish
$4,444 USD in 30 days
5.0 (26 reviews)
5.6
5.6
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I have the background and experience to do the in-depth market research and write your business plan with complete analysis and financial projection. I have more than 4 years’ experience in business development. I have founded and managed 3 businesses. I have written several business plans for my own business and for clients... I am interested in learning more about your business concept and suggest you to contact me on freelancer.com
$3,333 USD in 10 days
4.8 (32 reviews)
5.8
5.8
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I am well versed in content and academic writing. I have a unique skills in research and all the appropriate formatting styles/methods. My freelancing approach is to put the interests of all my clients first with an aim of developing a good rapport, while at the same time putting the value invested in me through efficient output
$3,000 USD in 30 days
4.9 (16 reviews)
4.8
4.8
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Hi, I would like to use my experience to serve you better. You can trust my sincere indulgence both in quality and time frame. I will ensure that you're satisfied. I'm really interested in the project since it's my area of expertise. I'm sure we can work together. I have read and understood the project guideline. Please check my completed projects & samples at: https://www.freelancer.com/u/erinkennedy.html. Thanks
$3,333 USD in 30 days
4.4 (12 reviews)
5.4
5.4
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Hello there! Hope you are doing good. I am interested in your project because : 1. I am a Chartered Accountant who has expertise in accounting and business analysis. 2. I keep my communication clear with my clients to get a better understanding of their requirement. Should you have any query, please feel free to ask. Kind Regards, Yogesh
$4,000 USD in 30 days
4.9 (8 reviews)
4.1
4.1
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I am a person of chartered accountancy background and I can complete all kinds of Research, Accounting, Business Planning, Audit, Tax, Business Proposals, Business Analysis, Management, consultancy, reports preparation and all niche of business assignments, so an available expert for your accounting and business related problems is here. Come forward for outclass and splendid services.
$3,000 USD in 30 days
3.9 (7 reviews)
3.0
3.0
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We are a team of professionals from all walk of business including accounting, customer relations, sales, and other functions. We will be to effectively evaluate the CRM and come up with effective and efficient recommendations.
$5,000 USD in 30 days
5.0 (1 review)
1.2
1.2
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I am a specialist in financial reports, budget, costing reports, inventories, bill of materials construction models together with extensive knowledge and expertise in Microsoft Excel, Pivot Tables, and Visual Basic Application including preparation of screen layout's, generator reports, dynamic dashboard, and graphs. Throughout my career, I have created dozens of complicated financial modules, business plans, and modules for accounting, budgeting, financial reports, financial plans, and inventories reports for a range of products and services. And have bullied all kind of Excel Applications by VBA, formulas, pivot tables, including screen layout's, reports, charts, and dynamic dashboards. Areas of expertise: • Implementation of information systems in organizations and businesses (accounting, payroll, treasury, budgeting and control, Intuit QuickBooks, SAP B1, ERP, Venture Capital system, CRM, etc.). • Business valuation and ratios (NPV, IRR, DCF, ROA, ROE, MCDA, CPI, SPI, EVM, KPI, Monte Carlo technique WACC, S-Curve methodology). • Developing of consolidated financial statements, financial plans (fitted to due diligence), feasibility studies, and measurement reporting tools for global companies. • Extensive experience in accounting, consolidating, forecasting, budgeting, and costing. • I served as CFO, Controller, and Chief Accountant at global parent companies.
$3,333 USD in 30 days
0.0 (0 reviews)
0.0
0.0
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Hello, I work with small to medium enterprises in regards to analyzing CRM, back end systems as well as fintech and procedures. I would need a bit more information before starting.
$6,222 USD in 30 days
0.0 (0 reviews)
0.0
0.0
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Hi, We are a team consisting of a software developer and a tester with a business analysis/documentation background. We have already taken part in CRM development, testing and analysis for major food manufacturing companies in Australia. Hence, we know ins and outs of CRM. Therefore, we are confident that we can successfully complete the project within a small amount of time. Please contact us if you require more details about our experience / qualifications. We are available from 6.00am - 10.00pm Sri Lankan time in the chat for discussions. Thanks
$4,111 USD in 2 days
0.0 (0 reviews)
0.0
0.0
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I want to discuss this project with you further, let me know the best suitable time for you to schedule the meeting, Feel free to message me at any time, i used to be online 14 hrs in a day on this website so probably you will get a quick response from my end.
$5,154 USD in 50 days
0.0 (0 reviews)
0.0
0.0
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Every business needs an effective plan to facilitate smooth running of the business. I would love to provide your business with the necessary direction it needs on paper. I will get you an all-inclusive and effective business plan for your business, project or non-profit be it big or small. I will also compose an outstanding finance proposal, investment proposal, sponsorship proposal and grant proposal. I valued my customers and tend to go the extra mile in providing them great customer service, excellent communication and without doubt a solid business plan with a 100% money back guarantee.
$3,000 USD in 10 days
0.0 (0 reviews)
0.0
0.0
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Hello I'm creative with superb writing skills and a passion for the job. I don't just get over projects but I always effort to deliver the best as per clients' requirements and leave them satisfied. Kindly give me more details and consider me for the job. Thank you in advance
$3,000 USD in 30 days
0.0 (0 reviews)
2.9
2.9
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Hello, I am Business Analyst with over 12 years of ICT industry experience and a proven ability of working in the fields of information system analysis, design, development and implementation. I received a Master's degree in Business & Economics and a postgraduate International Master in Business Informatics. My project outputs are based on detailed analysis of facts and data upon which my clients base their decision making processes. I work with numbers as much as with words which is reflected in my writings I deliver (academic, scientific, reporting, etc). My work is characterized by great accuracy and attention to details. Specific experience that I would like to highlight and in relation to this assignment, belongs to the analysis and design of vertical business solutions based on Microsoft Dynamics CRM platform. As a Business Analyst I was involved in many Dynamics CRM projects for clients from different sectors (Retail, Pharmacy, Government, NGO, etc.). I believe that with all my skills and experience I can quickly adapt to new situations and deliver best-fit solutions. Please contact me to discuss project details and expected outputs. Looking forward to your feedback. Best regards, Petar
$4,000 USD in 45 days
0.0 (0 reviews)
0.0
0.0

About the client

Flag of UNITED STATES
Lakewood, United States
5.0
3
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Member since Jan 3, 2016

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