We are seeking an experienced automation expert to develop and implement a comprehensive lead prioritization and sales automation system. The primary goal is to streamline our lead management process, ensure efficient lead assignment, and provide daily actionable insights to our sales team.
The project involves the following key components:
1. Lead Prioritization Algorithm Development: Create a robust and workable algorithm that prioritizes leads based on various known lead attributes. This algorithm should be intelligent and adaptable.
2. Data Integration: Connect the system with our existing crm (specific crm details will be provided upon project initiation) to pull lead data. Additionally, the system must be capable of crawling external databases, such as
Apollo.io, to enrich lead profiles and gather additional attributes.
3. Automated Lead Assignment: Implement a mechanism to automatically review and assign prioritized leads to the appropriate sales personnel based on predefined rules or the algorithm's output.
4. WhatsApp Integration for Daily Summaries: Develop an integration with WhatsApp to send daily summaries to each sales person. These summaries should include:
* A list of new leads to contact, prioritized for the day.
* Actionable items or next steps for previously assigned leads.
* Relevant news or other important updates pertaining to their leads or sales activities.
The ideal freelancer will have a strong background in backend development, data science, API integrations, and automation, with a proven track record of delivering similar complex projects.
Plazo de Entrega: No definido