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Consulting Help on Choosing and Appropirate CRM

$30-250 AUD

In Progress
Posted about 7 years ago

$30-250 AUD

Paid on delivery
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.
Project ID: 13570762

About the project

9 proposals
Remote project
Active 7 yrs ago

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9 freelancers are bidding on average $206 AUD for this job
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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 ready to start work right now and can assure best service from my end. Looking forward to working with you . Thanks,Manish.
$500 AUD in 10 days
4.6 (2 reviews)
5.3
5.3
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"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 several projects like this. For evidence you can see my profile. I have excellent command over English. I am a hard worker, productive and worthy of your attention I hope, I would be the right candidate for this post. Awaiting an affirmative response from you. -- Kinds Regards, Mehedi Hasan. 31st March (21)
$144 AUD in 3 days
5.0 (2 reviews)
2.5
2.5
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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 on personal chat. Let me know the best suitable time for you to schedule the meeting, Feel free to message me at any time, I use to be online 24x7 on Freelancer so probably you will get a quick response from my end. Following are my Expertise Area: 1)PHP with CodeIgniter and Laravel Framework. 2)Node JS 3)Angular JS 4)Mobile App Development Thanks
$257 AUD in 10 days
0.0 (0 reviews)
0.0
0.0
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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 users for this application.
$222 AUD in 5 days
0.0 (0 reviews)
0.0
0.0
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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 business verticals. We are a one stop shop for all your CRM needs. We implement solutions based on your requirements. Let's discuss, Thanks & Regards, Kunal Khule
$250 AUD in 3 days
0.0 (0 reviews)
0.0
0.0
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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 Sales Process of Lead Generation . There are multiple solutions available in the Market to cater your needs. As a matter of fact choosing the right CRM Depends upon your requirement and number of users using it. The application that one should choose should be scalable enough from a development perspective since today is the world for agile practice and the necessity keeps on increasing once we start using the application. Few of my queries are as under: 1) Business would need only a Sales Process or Service Process as wee? 2) Business would need SMS and Email Functionality to be incorporated? 3) Business would need Call Telephony Integration SetUp to be done for follow up of Leads from Customer Care Reps? 4) What would be the usage of Reports/Analytics Functionality Business would be expecting? 5) What would be the maximum number of users using the application? 6) What would be the maximum number of users using the application concurrently? 7) What is the expected Budget for this Project? 8) What is the expected timeline for Implementation? 9) Does the Business have a Global Model or limited to a geography? After the response on the above queries I should be able to propose the best CRM solution to cater your need and also assist in development as required.
$111 AUD in 2 days
0.0 (0 reviews)
0.0
0.0
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A proposal has not yet been provided
$111 AUD in 2 days
0.0 (0 reviews)
0.0
0.0

About the client

Flag of AUSTRALIA
Richmond, Australia
5.0
107
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Member since Feb 12, 2012

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