
Clienteling & crm
Implementation of clienteling application or CRM tool
Project management related to the implementation of clienteling application or CRM tool:
- Gathering and analyzing client needs
- Organizing and facilitating scoping workshops
- Collaborating with UX/UI design team to create screens and mockups
- Translating business requirements into functional requirements for technical teams
- Managing and synchronizing the project
Deployment of customer programs, tools, and training to ensure effective understanding and adoption.
Assistance and guidance to sales teams for their clienteling activities, with a particular focus on strategic clients (such as local clients, elite clients), to achieve set business objectives.