This eCommerce project seeks a developer to integrate a CRM platform with an existing WooCommerce store. The goal is to streamline the process of leads and sales for an expanding direct sales business.
Currently sales agents submit leads and orders through phone and email. Management then inputs this data into separate systems. This manual duplication of efforts is time-consuming and error-prone. The client needs a seamless way to capture web store inquiries and purchasers directly into their CRM.
The ideal candidate will have strong experience integrating WooCommerce with a lead management CRM like HubSpot, Pipedrive or Zoho. Sales agents need access to submitted forms, messages and order info from the storefront within the CRM interface. Development will connect the platforms via webhooks and APIs to sync appropriate customer, contact and transactional data in real-time.
Additional requirements include customizing CRM fields to map to online forms. Agents also need ability to quickly see new prospects and orders assigned for follow up. The client seeks an elegant technical solution to empower their sales team, gain efficiencies and scale operations through intelligent use of existing tools. Rollout must not disrupt current systems and include documentation for ongoing maintenance.
Qualified freelancers are invited to propose how they would successfully complete this integration project within 8 weeks. Questions can be
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