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Setup Ticketing/ CRM Solution

Job Description:

We operate speech therapy clinics in Germany. We’ve grown a lot in the past year and now need to implement a ticketing and CRM software to improve our processes. Since we work with patient data, it’s important than any solution complies with GDPR regulations. We have two problems to solve:

1) We want to manage all patient communication in one platform from the initial appointment request to communications throughout the duration of therapy on all communication challes. Today, new patients request appointments via phone (provider: Placetel) or web form (Elementor). They are considered a lead until an appointment has been found. Then they are customers. Most requests end up on our waitlist. Our customers reach us frequently via email and phone to change appointments (should create a ticket). Our service team then works on the ticket and e.g. cancels appointments or sends an invoice for a missed appointment.

a. Our aim is to gain transparency over our pipeline (duration from lead to customer, etc.). When a patient calls us, we want to automatically pull up all their info. In the future we want to send patients on the waitlist emails when a spot opens up

2) Want to setup a ticketing solution for internal requests. Our ~50 employees currently send us emails or MS Teams chats to get the printer or a broken window fixed, etc. Our service team needs one system to respond to the tickets and solve them

a. Our aim is to resolve tickets faster, be able to have multiple people work independently on the tickets

IT landscape: We work with Wordpress (website), Placetel (cloud phone – open to switch to Aircall e.g.), MS Teams (for internal comms) and are open to work with any GDPR compliant CRM/ Ticketing solution. We’ve played around with Zendesk, Hubspot, Zoho, Freshworks.

Timeline: We’d like to implement a solution until January.

Beceriler: CRM, Zendesk, Hubspot, Zoho , Müşteri Desteği

Müşteri Hakkında:
( 0 değerlendirme ) Berlin, Germany

Proje NO: #35447782

Bu iş için 30 freelancer ortalamada €1554 teklif veriyor

fairchance

Dear Sir, Hi Thank you for giving us this opportunity to serve you professionally and productively. Here is the link to my profile reviews: https://www.freelancer.com/u/fairchance.html My profile reviews show that I Daha Fazla

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7.7
leadconcept

Good day, I have read high level requirements and understood the business domain but once you answer below questions, then I will be able to give you our firm bid, because for now our current bid is just a placeholder Daha Fazla

€1500 EUR in 60 gün içinde
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yaminisurender

Thank you for giving us this opportunity to execute in an efficient manner. My name is Yamini, and I am an Indian-based Zoho Certified Consultant. I love Zoho, and I have ten plus years of extensive experience with al Daha Fazla

€1300 EUR in 20 gün içinde
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5.7
fbs2009

Hey, I am Fateh Singh, with 5-year experience in ZOHO CRM and extensive knowledge of Business processes and Customization/Development. Core Competencies : • ZOHO Consultancy • API Integration • Configurations & Cust Daha Fazla

€1500 EUR in 25 gün içinde
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5.3
rexzetsolutions

hello, if you can stay along with me I think I can deliver you the solution will end of this month, December, text me and we will discuss in details about all functions

€2000 EUR in 20 gün içinde
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3.3
adicoman

Hello! I have reviewed all the details of the project, our team is very well trained for your demands of CRM. Our company has over 20 years of experience in digitizing and developing all businesses in any financial i Daha Fazla

€1125 EUR in 45 gün içinde
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2.1
rashidamjad

Hi there, Hope you are doing great. Firstly about the Setup Ticketing/ CRM Solution that i have a great experience in it. I am very confident to pull it off once awarded. I am a Full stack developer with a team of expe Daha Fazla

€1500 EUR in 20 gün içinde
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0.0
yasirk1979

Dear Sir, Please share more project details so, I can give you my understanding to give you an idea that we have similar understanding. I have 10+ years experience working on different technologies, Also I can start th Daha Fazla

€1125 EUR in 7 gün içinde
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greatswork

Hello, I have read the full description I understand you have a Wordpress website and want to integrate a CRM like Zendesk I offer to develop the customization of wordpress and connect it to the CRM Likewise, I would r Daha Fazla

€2500 EUR in 10 gün içinde
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valdemar789

Hello guys. Happy to help you. I work myself with IT support, implementations data cloud, security, integrations. I have done projects in Europe.

€1125 EUR in 7 gün içinde
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vchernova204

Dear Client I read your descriptions carefully and understand what you want correctly. As professional fullstack developer, I am very familliar in your required skills and have rich experience. Until now, I developed s Daha Fazla

€1200 EUR in 15 gün içinde
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tecnomaxxbd

Dear Hiring Team, I hope you are having a good time today. I read your requirement and came to the conclusion that you desperately need a CRM to automate your patient requests. You'll also need a ticketing system for Daha Fazla

€1125 EUR in 7 gün içinde
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dataspro

Hello: It is a pleasure to communicate with you. My name is Anthony Muñoz, I am the lead engineer for DSPro IT agency and I would like to offer you my professional services. I have more than 10 years of working as a Daha Fazla

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Kokilamurugan05

I can work full pledge. I'm able to work in rotational or night shifts . Even i have work experience of BPO ( customer support). Customer Relationship management (cRM)

€1125 EUR in 7 gün içinde
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abdf2010

Hi, I am a professional web developer and I can do this job for you. I have 5 years of experience in web development. I have done many projects like this. I can do this job for you. I can start right now. Please contac Daha Fazla

€750 EUR in 3 gün içinde
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