CRM software – Advice from Experts

Loading...

CRM software

Sun Valley, Idaho

$200.0/min 5.0 28 $3.33/min

Robert Lunte is a distinguished international educator with over 20 years of experience in the eLearning industry. He has earned a reputation for creating online courses that simplify complex and abstract ideas into easily understandable instruction. With nine self-paced courses and two live training cohort programs in his portfolio, Robert's methods have helped over 100,000 students in 179 countries worldwide advance their understanding and transform their lives. Robert is the founder of CourseCREEK. He is the chief strategist for agency growth at CourseCREEK, cultivating strategic partnerships and overseeing delivery standards. He leads the agency's strategy toward attracting premier talent from the learning and development (L&D) and online education industry. Robert is crucial in shaping a culture that ensures projects are driven to completion, adhering to the highest standards. He strives for operational efficiency within the agency, balancing high standards with a commitment to a hands-on, boutique service experience for clients. His expertise includes business development, team management, account management, instructional design, on-camera coaching, and executive presentation training. CourseCREEK www.CourseCREEK.com The Vocalist Studio www.TheVocalistStudio.com LinkedIn: https://www.linkedin.com/in/robertlunte/

Charles White

Austin Texas

$100.0/min 5.0 1 $1.67/min

Expert in all things Slack, Pipedrive, PhoneBurner, Calendly and Google's Suite of Apps (now Google Workspace)

Steve Johnson

Tampa, FL

$60.0/min 5.0 3 $1/min

I'm an ActiveCampaign and marketing automation consultant who loves helping small businesses design better sales processes and systems, and implement new tools. I still sell everyday! I’m actively and consistently selling $2M+ annually, across FL and the Caribbean. I love being a “Funcle,” a sailor, and a life-long runner. http://linkedin.com/in/stevejohnsonfsu

Bobby Darnell

Greater Atlanta Area

$150.0/min 4.9 56 $2.5/min

Business Development, Sales, Marketing And CRM Consultant For The Architectural, Engineering And Construction Industry

Greg Meyer

Seattle, WA

$200.0/min 5.0 41 $3.33/min

Customer-focused leader delivering results for startup to F100 SaaS customers. MBA with deep experience in customer service, marketing, and technical roles as a co-founder, team lead, and individual contributor for local and remote teams. I love ideas that help customers and build better products. Specialties: customer success, customer advocate, usability testing, product planning, process improvement, customer experience, customer relationship management (CRM), pre-sales support for small business and enterprise customers.

Mike York

Adelaide

$100.0/min 5.0 2 $1.67/min

Digital Marketing Leader at Australia's largest MBA provider and past leader at ASX 100 Flight Centre. Focus on SEO, growth hacking and digital marketing - with path to conversion optimisation through marketing automation.

Param Vora

San Francisco Bay Area

$60.0/min 5.0 2 $1/min

Leading the Freshsuccess product line at Freshworks. Ex-Founder @ OpenSilo. University of Illinois hybrid hardware and software geek. Former Fortune 500. Humble sounding board for all entrepreneurs.

max altschuler

San Francisco

$500.0/min 4.9 7 $8.33/min

Organizer of the Sales Hacker Conference. Previously VP Biz Dev at AttorneyFee (Acquired - now LegalZoom Local). Built supply side of the marketplace at Udemy.

Artur Zielinski

London

$150.0/min 5.0 1 $2.5/min

I can help you with your next CRM project. I've done this for 10+ years, working for some of the biggest consultancies (Hitachi, Pythagoras) in UK, also ran my own consultancy business for 4+ years in a highly competitive industry. Led $100M's worth of projects and delivered great customer experience. I know Microsoft technology stack inside out, worked in B2B, B2C, NFP, Local Gov, Healthcare, Retail, Manufacturing, Legal and Financial Services. If you need help then get in touch.

Philip Frederick

Cincinnati, OH

$120.0/min 4.5 2 $2/min

Microsoft Certified Solutions Expert with over 7 years of experience in delivering Dynamics CRM and SQL Server based solutions using a broad range of technologies such as SQL Server, Microsoft Dynamics CRM, and Scribe Insight.

Chris Johnson

Kennewick, WA

$250.0/min 5.0 4 $4.17/min

Runs the site: https://theprocessof.com/ Sold Simplifilm in 2018, and Flowtility in 2015. Focused on creating, building and adapting processes in all of their forms. Trying to dial in so we all have the correct dose of detail in all the things that we do. Happy to help you.

Andrews Moses

St.Catharines

$120.0/min 5.0 1 $2/min

SaaS Entrepreneur, Cloud consultant, Freshdesk expert, mentor and angel investor. I help clients solve their business problems through Cloud solutions.

Sean Tierney

Lisbon, Portugal

$200.0/min 5.0 0 $3.33/min

Entrepreneur in Residence for Portugal's largest incubator, Startup Lisboa. Founder of Problemattic. Investor via Grid7. Formerly Dir of Sales for Pagely. Solid to very solid bowstaff skillz. Personal blog here-> scrollinondubs.com Business blog here-> grid7.com Podcast here-> problemattic.app/podcast

Pia Thompson

New+York+City, NY

$250.0/min 5.0 1 $4.17/min

EXPERTISE THAT ENABLES BUSINESS SUCCESS. Frictionless customer-vendor working relationship, Cost Modeling and Pricing Strategy, Astute negotiator, Complex problem solver with simplicity and elegance www.linkedin.com/in/piagthompson/

Shai Berliner

Toronto, Canada Area

$100.0/min 5.0 0 $1.67/min

CRM & Contact Management Implentation and Installation- Expert in analyzing and selecting which CRM to choose that best fits your company. Database Migration- Expert in migrating out of your old database and into a new database while keeping all your old data in tack. Visit me at www.carmelvision.com

Casey Kerr

San Francisco Bay Area

$300.0/min N/A 8 $5/min

The Growth Factors team helps Bregal Investments (>€14bn AUM) to accelerate sales & create enterprise value at portfolio companies. Our case study is featured by Aaron Ross & Jason Lemkin on pgs 89 - 96 in their latest book From Impossible to Inevitable: How SaaS and Other Hyper-Growth Companies Create Predictable Revenue (buy here: https://amzn.to/3XsXMvv). Growth Factors helps portfolio companies grow organically and inorganically to achieve “The Big Exit.” Growth Factors offers: sales acceleration consulting, executive recruiting (CEO, CFO, CRO, VP's, Directors, et al), M&A / add-on acquisitions as a service, pricing consulting, "The Big Exit" annual CXO event, & recruiting for all roles within sales, marketing, data science, engineering, product, etc. We work on the cutting edge using OpenAI / GPT both internally and for external projects, & we work with world-leading partners such as Goodwin, Salesforce, Gong, Grant Thornton, & more. My experience: Bregal Investments - $20B AUM global PE fund complex investing in Europe & North America. Bregal Sagemount - $6B AUM PE firm investing in growth companies $20M+ revenue. Fam Mobile - investor in a portfolio of iOS apps (crypto, social, utility) with 10M+ downloads. Crowd Mobile - $10M+ revenue mobile texting service building apps for questions and answers. Squad - global sports network with thousands of daily signups and millions of members. Vessel.io - Sequoia-backed mobile app A/B testing company helping social & commerce apps. Entelo - VC-backed open web search; aggregates social profiles to find top engineering talent. Symphony Talent - social/mobile recruiting tech company that helps enterprises recruit better. My Favorite Apps: ChatGPT, Top Crypto Coins & NFT Creator, OpenSea, Slide Up, TikTok, Coinbase, Slack, Snapchat, Skiplagged, Gemini, Webull, KuCoin, Trust Wallet, MetaMask, Kraken, Signal, YouTube, Instagram, WeChat, Telegram, WhatsApp, Dropbox, Spotify, YouTube, Airbnb, Getaround, HubSpot, Uber, Trulia, Instacart, Robinhood, & Binance.

Saulo Avelar

Toronto

$150.0/min N/A 0 $2.5/min

Father. Canadian Entrepreneur. Founder of Martechsimple, Growthcrowd and DumbMarketing. Passionate about learning, sharing experiences and giving back.

Larry Pringle

South Carolina

$1000.0/min N/A 0 $16.67/min

professional with extensive expertise in digital marketing, fitness nutrition, mindset coaching, and public speaking. Co-owner of Evolutionary Media, dedicated to helping businesses excel through innovative social media strategies and lead generation. Passionate about personal development and empowering individuals to achieve their goals.

Shane Sheppard

London, UK

$60.0/min N/A 0 $1/min

Founder & managing director at Altered Move digital agency. Experienced digital marketing professional and website developer. also: entrepreneurial tech aficionado, wannabe minimalist, blatant audiophile, gamer, anime enthusiast & no code advocate.

Sriya Banerjee

$120.0/min N/A 0 $2/min

Ex-HubSpot Architect | Founder, Sriyaberjee Consulting Strategic consulting and solution design for fast-moving teams who want HubSpot to actually work for them.  Smart HubSpot Setup Custom onboarding aligned with your GTM strategy, not just default templates.  Portal Cleanup & Optimization Streamline messy CRMs, fix broken logic, and make your portal future-ready.  Automation + AI-Powered Workflows Design human-first, AI-smart workflows that scale sales, service, and ops.  Integrations That Just Work From Stripe and Jira to WhatsApp and Web apps — fully integrated with HubSpot.  Reporting, Dashboards & Support Clarity through custom dashboards, plus proactive support you can count on.

Fu Miah

London

$150.0/min N/A 0 $2.5/min

- Helped companies choose the right package of Salesforce Products and 3rd party platforms to enhance their experience, increase potential earnings and make the CRM side of things very efficient. - Helped businesses and managers setup their org, whether if it's first org or a seasoned one, and then provide longevity with retainer services offered or help them find the right professional. - Lead projects to fix and remove technical debt accumulated over the years and also then preventative measures to stop new debt creation. - Documentation services provided to help with General documentation, training and use of 3rd party collaboration. - Creativity included with Video and Presentations offered to help with explanation and training.

Nurlan Nurgazin

Palo Alto

$100.0/min N/A 0 $1.67/min

I help startups quickly structure operational processes and automation with the help of proven tools.

Ruurd Boehlee

Netherlands

$175.0/min N/A 0 $2.92/min

Experienced business leader with a demonstrated history of working in tech and the internet industry. Currently working as a Regional Director at Sortlist. also: entrepreneur, sales, startup fan, internet & tech addict, former Groupon. ○ Venture Building: 10+ years of experience in starting and growing startups and scale-ups ○ Sales Leadership: Built and managed global sales teams of over 50 people ○ Startup Accelerator: Developed a startup from zero to over $7M in Annual Recurring Revenue. Demonstrated exceptional ability in scaling business models and driving revenue growth ○ Pre-Launch Exit Strategist: Achieved a significant milestone by negotiating the sale of a startup to a leading Dutch bank prior to its official launch Worked with startups, scale-ups, enterprise companies, and banks in Europe, North America, and the MENA region. Areas of Expertise: ○ Building new businesses and improving processes ○ Planning and reviewing Go-To-Market strategies ○ Leadership support ○ Developing sales strategies Advantages of working with me: ○ Saves time in research and leadership tasks ○ Helps make better decisions by understanding more options ○ Lowers risks and increases chances of success in starting new businesses and planning market entry

Melissa Ross

Berkeley, CA

$60.0/min N/A 0 $1/min

Over a decade in tech sales. Series B through IPO to large-cap public company experience. Millions in revenue sourced & closed. GTM enthusiast.

Srdan Cukovic

Podgorica (Montenegro)

$60.0/min N/A 0 $1/min

Account Manager, Business Development, B2B Sales, Banking Industry, Client Relationship Management (CRM), Sales, Proposals, Cross-Selling & Upselling, Market Research, Financial Analysi, Digital Banking, ATMs Management, Corporate Banking, Payment Operations, Product Implementation, Risk Assessment, P&L Reporting, Due Diligence, Financial Forecasting.

Patrick Kool

Rotterdam, The Netherlands

$60.0/min N/A 0 $1/min

Hi, I'm a Monday expert with 3+ years of experience using Monday.com. I love making Monday more valuable by combining it with automation tools like Zapier or Make.com. When no-code tools are not sufficient, I use my Python coding skills to solve any automation challenge with the Monday API. I'm happy to help you with your Monday.com questions!

Daniel Howell

Montana

$175.0/min N/A 0 $2.92/min

Owner of Confident CRM -- Independent Salesforce Consulting. Automation expert who designs, builds, and maintains extremely complex Flows. Integrated, designed, and modified SMS/CTI solutions within Salesforce.

Shahnawaz Malik

London

$150.0/min N/A 0 $2.5/min

A persuasive, result driven, and seasoned technology executive with over nineteen years of experience with balanced skills in senior management, technology, and digital leadership in different regions. Motivated to capitalize on wide and varied experience accumulated at roles such as executive leadership, project management, technology strategy, digital transformation, customer success, and hands on software engineering across multiple industries in different parts of the world.

Andrea Durivage

Albany, NY

$60.0/min N/A 0 $1/min

I have been in the "work from home", freelance world for well over 10 years now. I can help you understand how to get started, how to maintain, and how to scale your own business beyond your wildest dreams. Use me for SEO issues, WordPress, blogging, e-commerce, link building, AI integration, and so much more.

Mehmet Cenk Yenikoylu

$120.0/min N/A 0 $2/min

★ A full-time Developer! ★ With 15+ years of experience, I develop end-to-end applications for your specific business process. I mainly use C# .NET WinForm / WPF / UWP Cross Platform T-SQL ASP.NET Core API technologies on Windows desktop, web, and database platforms. I worked in IT departments of companies in different sectors and in software offices with more than one team. In addition to end-to-end software development (CRM, ERP/SAP), I took over and continued to develop existing software. Real estate, information technologies, and industry are the leading sectors in which I have gained great experience. I have a professional approach to every project. I act with a disciplinary work process from beginning to end and offer an agile and determined approach. I stick to scalable architectures and patterns accepted by software engineering. My priority is human relations and communication. I prioritize code security and versioning and do not neglect code comments. In addition to these, I prepare the user document and developer document after the project and deliver the project. [Please contact me by clicking the button on the top right of my profile page and request the project delivery document that I have prepared as an example.] You won't get just one more software product or one more developer on your team working with me. Whether you know to code or not, you will be aware of what is happening in the project and you will go through an instructive process. Thank you for visiting my profile and please feel free to ask me questions about your projects. Development and Tool Skills: ● C# .NET ● WinForm ● XAML ● T-SQL ● DevExpress ● HTML ● ASP.NET ● XML ● JavaScript ● Node.JS ● JSON ● .NET Framework ● Entity Framework ● Linq to Entities ● Linq to SQL ● Microsoft SQL Server ● MSLocalDB ● SQLite ● PostgreSQL ● MySQL ● Git ● TFS ● SVN ● GitHub ● Azure DevOps ● AWS ● Google API ● SQL Stored Procedure ● SQL Function ● SQL Query ● Chart Report ● API ● CRM Development ● WMS Development ● MRP Development ● B2B Development ● Software Development ● ERP Development ● SAP S/4Hana ● UWP ● WPF ● Windows Form ● MSSQL ● WordPress Plugin ● Jira ● Asana ● Trello ● Visual Studio ● SQL Management Studio

Barry Wallace

San Francisco

$300.0/min N/A 0 $5/min

Hired & developed from scratch a high-impact corporate strategy team. Prepared and owned Total Addressable Market (TAM) analysis for public company readiness. Led the cross-functional team that developed the company’s strategy to move upmarket. Led the team that developed Intercom’s long-range strategy in partnership with Chief Strategy Officer. Owned Intercom’s M&A strategy including and accountable for target company recommendations. Developed the strategy & 3-year forecast for Intercom’s nascent partnerships motion. Designed pricing and packaging for new high-stakes product launches. Designed, staffed, & launched Intercom’s first professional services offering. Set up and led cross-functional “tiger” teams (Product, Data, Marketing, Sales, Finance) that set the product & GTM strategy for our key business lines. Initiated and drove verticalisation of GTM motions including new outbound SDR team. Developed Intercom’s multi-year internationalization investment strategy (GTM, R&D, G&A). Carried out qual & quant win / loss analysis and executed initiatives to address weaknesses. Forecasted opportunity size (incl. cannibalization rate) of developing new pricing & packaging aimed at our non-target segment (SMB). Responsible for validating key assumptions in the company’s financial plan based on industry benchmarks and market growth & trends.

Sisgain Technology

$60.0/min N/A 0 $1/min

SISGAIN is a prominent mobile app development company that specializes in creating innovative and customized mobile applications. With a team of skilled professionals, SISGAIN leverages the latest tools and technologies to deliver high-quality solutions that meet clients' unique business requirements. From custom app development to enterprise mobility solutions and UI/UX design, SISGAIN is committed to empowering businesses with cutting-edge mobile app solutions. With a focus on client satisfaction and a comprehensive approach to development, SISGAIN has established itself as a trusted name in the industry, delivering projects on time and exceeding expectations.

Aaron Friedman

Israel

$1000.0/min N/A 20 $16.67/min

I am an online marketer and entrepreneur hailing from Chicago now based in Israel. My specialties are creative content marketing, monday.com and organizational efficiency. I am a columnist for Searchengineland.com and have contributed to Moz. I've consulted on all things online marketing and I would love to chat with you about how I can help your business!

Mark Woods

Phoenix, Arizona Area

$100.0/min N/A 10 $1.67/min

Mark Woods, author of Attack Your Day! Before It Attacks You has practical hands-on experience on the topics of productivity, goals, time management to make life easier.

Preston Long-Lamoureux

Greater Chicago Area

$150.0/min N/A 0 $2.5/min

Co-founder & Head of Business Strategy @ JetStrm.com | Organizer of South Bend Start Up Week (Techstars) | IBM Softlayer Catalyst Member (2015)

Dhruv Kapuria

San Francisco, CA

$500.0/min N/A 0 $8.33/min

Founder at Casa/ Founding Team at Phyllo/ Avid Blockchain enthusiast and Startup Doer. Spearheading GTM strategies and Product Ideations.

Zach Smith

Utah

$250.0/min N/A 1 $4.17/min

Founding Partner at StartDoingBusiness.com. Skilled in email marketing, Affiliate Marketing, and getting more leads and traffic for your business.

Samuel Cook

Krakow, Poland

$150.0/min N/A 0 $2.5/min

Experienced Digital Marketing Agency Head Responsible for over $2 MM in Online Sales for authors, software as a service, event companies, and online publishers

Caleb Gilbertson

Minneapolis, MN

$100.0/min N/A 0 $1.67/min

As a passionate entrepreneur I have helped 100's of various sized businesses from startups to well established companies grow. Utilizing technology I often focus on creating efficiencies in all departments in an organization. Marketing, Operations, IT, Sales, etc. From my experiences working with many different business models I have learned how to quickly identify problems and provide solutions that produce results and add value. My skill set is vast. Marketing, IT & Operations are my primary focus. SEM, SEO, software development, mobile apps, system integration, branding, advertising, startups, process development, CRM implementation, problem solving, growth hacking and much more.

Manash Chaudhuri

San Francisco

$300.0/min N/A 0 $5/min

Founder Corelynx and ConvergeHub. Multiple Entrepreneur. Mentor and Advisor to lot of Startups. Primary focus area is CRM and related technologies

Andrea Moxham

Lindsay, ON Canada

$150.0/min N/A 0 $2.5/min

I'm a Platinum HubSpot Partner and 2020 Champion User. I've been using the platform every day for 6+ years. If you're tired of spinning your wheels with HubSpot support and sick of hearing "no, it's not possible but why don't you submit your idea on our forum?", let's chat.

Mark Colgan

London

$150.0/min N/A 0 $2.5/min

I help SaaS businesses drive revenue through the selection, implementation and effective use of CRM & Marketing Technology Stack. I combine proven Sales and Marketing strategies with expert guidance on how to utilise CRM & Marketing Technology to drive revenue. My goal is to drive revenue generation through the successful selection, implementation, optimisation and delivery of CRM and Marketing Technology for your business. I can help you understand how to get the most of the CRM & Marketing Technology you have invested in already. If you are new to Marketing Technology, I can provide guidance as your trusted advisor by understanding your requirements and building out the technology stack, specific to your objectives.

Joshua Bretag

Sydney, Australia

$300.0/min N/A 3 $5/min

A modern renaissance man. And it’s precisely this multi-disciplinary character that makes him so startlingly effective. He analyzes marketing problems through the eyes of an engineer. While tackling technology challenges with entrepreneurial focus. Seeing solutions his narrower minded competitors might miss.

Matthew M. Gonzales

San Francisco Bay Area

$120.0/min N/A 38 $2/min

I have a passion for technology & working on projects that add value to our world. Self-employed most of my career which enabled me to work with many CEO's & tech teams helping to find product market fit & grow a company from scratch both in the U.S. and internationally. Started in tech in 2005 working on local search & marketing. Worked on numerous local projects & founded a print publication (Webirectory) to promote local websites. Eventually, I moved to Silicon Valley working for Zvents (acquired by StubHub) as the Director of Local Sales & Advertising. Companies I’ve worked with have been venture backed by: Sequoia Capital, First Round Capital, Shasta Ventures, SoftTech VC, AT&T, NAVTEQ, Nokia Growth Partners, Red Rock Ventures, VantagePoint Venture Partners, The Entrepreneurs’ Fund III, Innogest Capital, TLcom... Three years ago I shifted my focus to mobile technology working with: Appbackr (Winner PayPal X) we created the worlds' first wholesale marketplace for mobile developers & Xchange for Android distribution. Worked w/ thousands of publishers helping to crowdfund millions of dollars & w/ Paramount Pictures to get mobile IP for: Naked Gun, Old School & The Untouchables. Most recently worked with Beintoo (Winner LeWeb 11') creating a true loyalty program for app users. Helped team scale to over 150 million reachable users and raised $7 million in series A capital. I'm Co-Host at SF New Tech - San Francisco's Largest, Longest Running and Most Loved Tech Event. Featured in NYT, WSJ, Forbes.... 10,000+ members and some of the best networking on the planet. 400+ companies have demo'd and still growing strong.

Roger S. H. Schulman

Greater Los Angeles Area

$100.0/min N/A 1 $1.67/min

Roger S. H. Schulman is a veteran screenwriter of features, TV series and MOWs. He is the recipient of an Academy Award nomination and British Academy Award for "Shrek," an Emmy nomination for "JONAS," as well as numerous other awards for screenwriting. A former journalist for Newsweek and BusinessWeek, Schulman enjoys writing for children, adults, and swings between projects of fantasy and those based on real-life people and pursuits. He has created, developed and run several TV shows, enabling him to carry his or another creator's vision from inception to screen, on time and under budget.

Ayanna Carrington

Greater Atlanta Area

$60.0/min N/A 0 $1/min

Ayanna Carrington is a Virtual Project Manager and Assistant as well as the Owner and Founder of Your Project Board. With close to a decade of experience in corporate settings, in both small and large firms, Ayanna has taken her expertise and talents to support and help streamline small businesses. Using her proactive approach and well versed skill set, Ayanna aims to help her clients effectively exceed their goals.

Wes Schaeffer

Murrieta, CA

$200.0/min N/A 37 $3.33/min

Been in commissioned sales since 1997. Have owned The Sales Whisperer® since 2006. Author of two books and producer of The Sales Podcast. Enjoys a good cigar and a "gooder" scotch from time to time. Air Force veteran. Father of 7. Husband of one.

Morten Jensen

Copenhagen, Denmark

$60.0/min N/A 1 $1/min

Product Strategy and Product Operations at Zendesk. Led Help Centers for advertising products at Google. Expertise in Strategy, Product Management and Design for B2B SaaS companies.

Dan Dascalescu

Palo Alto, California

$60.0/min N/A 0 $1/min

Co-founder and CIO/CTO/COO at Blueseed, the visa-free startup ship for entrepreneurs, to be situated in international waters 30 minutes by ferry from Silicon Valley. Former Yahoo! knowledge manager and localization lead. Open source developer, public speaker, entrepreneur.

David Falk

$100.0/min N/A 0 $1.67/min

IESE MBA Principal at DiamondCluster (Oliver Wyman), Executive Director Social Marketing at FC Barcelona CEO at Salespoint