Consulting Help on Choosing and Appropirate CRM

En curso Publicado hace 6 años Pagado a la entrega
En curso Pagado a la entrega

We need assistance in identifying a suitable CRM for our particular business model.

We generate leads for a particular industry and businesses pay commission on sales that are generated from our leads.

The businesses we assign the leads to are our "clients". We need to be able to add new clients as needed.

The leads go into the CRM and need to be assigned to our clients who need to be able to log in and see the leads assigned to them.

The client also needs to be able to see certain information on the lead (not the full info we see) and they need to be able to update some fields only including expected revenue / commission and the status of the lead in the sales process.

On our end, we need detailed reporting on the sales funnel including expected revenue.

We will need to know which CRM it is and your suggested setup / customisation if the above functionality is not standard in the system.

We don't need it set up at this stage of the project, that will come once we choose a suitable system. You may also be able to assist with that as a separate job later.

Please ask any questions you need to understand our requirements.

CRM

Nº del proyecto: #13570762

Sobre el proyecto

9 propuestas Proyecto remoto Activo hace 6 años

9 freelancers están ofertando un promedio de $206 por este trabajo

malviyamanish

Dear Client,i have read and understood your requirement i will provide you fully functional,responsive CRM system with all features that for you are looking i have more than 6 year experience in CRM development i am r Más

$500 AUD en 10 días
(2 comentarios)
5.3
mehedi276

"Rate and duration will be fixed on discussion" Dear Hiring Manager, I have gone through your job posting and become very much interested to work with you. I am an expert in these fields. I have already completed se Más

$144 AUD en 3 días
(2 comentarios)
2.5
Shopify

Hello, I want to show you all relevant Demo and Designs which is similar to your project completed previously. To make sure about the requirement set and customizations, I want to discuss this project with you further Más

$257 AUD en 10 días
(0 comentarios)
0.0
gobindacm

Have good experience in CRM industry with 10+ years of experience in CRM with hands on experience in different products like Siebel, Salesfore, Oracle CX suites. I would like to understand what will be the intended Más

$222 AUD en 5 días
(0 comentarios)
0.0
Techspawn

Hello, we are a leading Customer Relationship Management (CRM) consulting firm, we help to automate sales, marketing and customer support process. We offer cost effective CRM solutions to companies across all busines Más

$250 AUD en 3 días
(0 comentarios)
0.0
gksking

I would be able to help you out at no cost on selecting the best CRM Applications to cater your needs. I would like to have more clarity on the Business Process you follow. On a high level I understood its a typical Sa Más

$111 AUD en 2 días
(0 comentarios)
0.0
ashokjinkala31

A proposal has not yet been provided

$111 AUD en 2 días
(0 comentarios)
0.0