CRM Architect and Data Visualization Expert Needed
Trimco is building the post-harvest infrastructure backbone for California cannabis cultivation (finite market ~2,000 operators). Our outbound engine is live and working. Now we’re upgrading our CRM into a forecasting + market intelligence system. The Mission Design and implement a 3-tier intelligence model inside Pipedrive so our small team can: - run outbound cleanly (Tier 1) - forecast production + staffing 12 months out (Tier 2) - build market intelligence that predicts operator stress + timing (Tier 3) This work must be simple, enforceable, and reportable. The 3 Tiers (must be built into CRM): - Tier 1 = Sales Engine - Objective: contact leads, log structured outcomes, route to rep. - Tier 2 = Forecast Engine - Objective: forecast weekly/monthly production queue + staffing demand 12 months out. - Tier 3 = Market Intelligence - Objective: capture pain/constraints/triggers so we can predict buying windows and create external market leverage. What you will build (in Pipedrive) 1) Field Architecture - Create the required fields to capture Tier 1 / 2 / 3 completion cleanly. 2) Forecast Dashboards - We need dashboards that show: - 30-day production queue (near-term scheduling) - 12-month forecast by month (capacity planning) - Segmentation by client type (Perpetual vs Seasonal + Mega/Anchor/Core) 3) Basic Automations - Build lightweight reminders/tasks when Tier data is missing or follow-ups are required. 4) System Handoff - Deliver a short SOP + Loom walkthrough so the team can run this weekly. - How the system will be used We will run weekly review outputs such as: - production queue forecast (30/60/90) - next 12-month harvest map - Break List (urgency + triggers) - pain/constraint trends Required Expert Level Experience in: Tableau / PowerBI / Looker / Metabase Setting up a lightweight “CRM → dashboard” pipeline To apply please include: 3-5 examples of CRMs and Dashboards you’ve built Summary of how you would approach Tier 2 forecasting + Tier 3 market intel inside Pipedrive Apply tot his job