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Help with CRM

₹1500-12500 INR

Completed
Posted over 6 years ago

₹1500-12500 INR

Paid on delivery
Installation, configuration and customization of Suite CRM Situation – We have a team of 30 who interact with about 25 clients and each client has about 3 to 5 point of contacts who can give regular work to us. However we are not able to connect with them regularly and lose contact with many. This way we lose the business and goodwill. At the same time we also add more clients and point of contacts. Need to manage the system where we need to know what work and what value of work has come from each point and what has been serviced. Etc. etc. Also with that reminders have to be set for the team and the managers to mine the accounts on regular bases. We are Not looking for Sales force automation. We only want Customer Relationship Management!
Project ID: 15151391

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15 proposals
Remote project
Active 7 yrs ago

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I have extensive experience at implementing SugarCRM/SuiteCRM for any SME of any industry. Please get in touch to give you a demo before we implement your tailer made solution.
₹3,611 INR in 7 days
4.6 (2 reviews)
2.0
2.0
15 freelancers are bidding on average ₹9,328 INR for this job
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Hi, We are quite confident that we can accomplish the project as per your requirement. We read your requirement and you should go for any cloud based CRM software (Like SugarCRM, vTigerCRM, Zoho CRM etc). We have done lots of customization on vTigerCRM/SugarCRM/Zoho CRM like - BAR Code Implementation, QR code integration, Asterisk Integration, Custom Module, theme Creation, Invoice/Quote template modification, Custom Report generation and many more. Escalation Hierarchy and Project Management: Auriclesoft is a Software Company with a team of 55 developers in a hierarchy of Seniors and Juniors. If the Software Engineer (SE) is unable to resolve your issue within 2 days, it will automatically get escalated to the Team Leader (TL). His/her inability to resolve it will further escalate the issue to the Project Manager (PM). In order to operate in a more efficient and organized way the Entire development is divided into different stages and delivered phase wise. Project Stages: 1. SRS. 2. Interface designing. 3. Development and coding. 4. Software Testing. 5. Documentation. Note: For each project we provide 130 days free Warranty and Support.
₹10,000 INR in 3 days
5.0 (16 reviews)
5.8
5.8
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Personal Details: My name is Yamini and I am an Indian based Zoho Certified Consultant. I love Zoho and I have five years of extensive experience in Zoho Products. I have done customization, automation and integration in all Zoho Products as follows: Zoho Creator, Zoho CRM, Zoho Books, Zoho Invoices, Zoho Projects, Zoho Survey, Zoho Sites, Zoho Reports, Zoho Mail, Zoho Campaigns, Zoho Forms, Zoho Projects, Zoho Support and Zoho People. Customization: I have customized the Zoho Products as per the requirements and deliver the best design quality and enhance the existing system with my knowledge. Integration: 1.     Zoho CRM with Zoho Creator, Zoho Books, Zoho Invoices, Zoho Reports, Zoho Survey, Zoho Sites 2.     Zoho Creator with all Zoho Product Apps. 3.     Zoho Reports Integration 4.     Zoho Creator/CRM with Mail chimp. 5.     Zoho Creator with QuickBooks Online. 6.     Zoho Creator with Payment Gateway like PayPal, Stripe and Converge gateways. 7.     Integration as per company requirements using third part application like Zapier and etc, 8.     External API Calls 9.     Integration with RingCentral, Twillio and other phone based integrations. 10.                         Integration with Zoho Mail like Gmail, MS Office 365 and other MS office Setup. Automation: 1.     Workflow rules, Auto responders, Email Templates Creation. 2.     Follow Up Task,Alerts,Custom functions 3.     Automatic Rules, Reminder Setup, Notification via Email and SMS. 4.     Dashboard Creation, Scheduled Reports with multiple formats. 5.     Webhooks calls. While I am certain there will be others who underbid me on this project, I can assure you several things.  ·        I work extremely fast. ·        I have a great knowledge on Deluge scripting and Integration. ·        I can ensure quality communication in regards to the project. ·        I'm passionate towards the work. ·        I will complete the work as much as earlier and will do my best effort.  ·        I will deliver the work on time with 100% quality. Support: I will give support for 24X7 for any kind of bugs/fixes. This states that I will be more attentive during the project and post production support.   Thank you and I look forward to the opportunity to work with you  Thanks  Yamini Zoho Certified Consultant
₹12,100 INR in 3 days
4.7 (34 reviews)
5.5
5.5
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1) customer is account 2) employee is user 3) business flow as per Salesforce - if customer is discussing any work with client that user(employee) create lead(approximately work and client). if user start to work on it then convert into opportunity(achieve client as customer and work). there are different stage(in process, complete etc) for opportunity, also we can create custom stage. we can create task(one team can give task to another team) and remainder manually and automatically. we can create public group as per team for sharing so only team member can see each other data. if you want more details, please ping me. Thanks for your time.
₹11,000 INR in 7 days
5.0 (4 reviews)
3.1
3.1
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Hello, I have worked with salesforce customization, and I can provide a good solution for your requirement. Please let me know. Thanks Relevant Skills and Experience Salesforce Proposed Milestones ₹500 INR - Requirements Understanding ₹7277 INR - Completion
₹7,777 INR in 3 days
5.0 (1 review)
2.4
2.4
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Hello, We are web and Mobile App Development Company "Softqube Technologies Pvt Ltd", having over 8 years of experience in this field We are here to serve our best service to the clients with affordable rates, and forming a long term business relationship so that we can help each other whenever needed Our technical skills are: - wordpress, joomla, woo-commerce, zen cart, open cart - PHP, Laravel, codeignitor, magento, Angular js, node.js - C#, .NET MVC, OOP/OOD, UML, WCF with .NET Framework 4.0 & 4.5 - Android app development, android sdk, IOS App Development, IOS sdk - Theme integration, plugin development, API integration, Responsive web development - SEO, UI/UX Designing, broucher design, Logo Design, , javascript, j query, HTML5, CSS3 We can also share our portfolio if needed so that you can get exact idea about our skills We possess great analytical and communication skills and also quickly understand the business requirement So if you have any kind of requirement related to our skills then please let me know, I would be glad to help you Thanks, Softqube
₹13,333 INR in 3 days
0.0 (0 reviews)
0.0
0.0
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Customize, Configure and installation of Suite Relevant Skills and Experience Dynamics CRM scaled to 1 million users Proposed Milestones ₹8888 INR - Installation, Configuration and Customization
₹8,888 INR in 2 days
0.0 (0 reviews)
0.0
0.0
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Hi. Having worked in the best customer service unit in my country, I can help set you up and test your new system Relevant Skills and Experience I have been a client service agent, conversant with the CRM service from Seibel. As a trained business developer I can get you what works for you.
₹11,111 INR in 5 days
0.0 (0 reviews)
0.0
0.0
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Hi, I'm salesforce certified developer send me scope, we could discuss in detail. Charge: 8000 INR Relevant Skills and Experience Salesforce Proposed Milestones ₹7777 INR - Salesforce automation
₹7,777 INR in 5 days
0.0 (0 reviews)
0.0
0.0
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A proposal has not yet been provided
₹13,333 INR in 6 days
0.0 (0 reviews)
0.0
0.0
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A proposal has not yet been provided
₹11,000 INR in 7 days
0.0 (1 review)
0.0
0.0
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15+ years experience Relevant Skills and Experience Professional sales force manager for 15+ years
₹7,777 INR in 3 days
0.0 (0 reviews)
0.0
0.0
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with my experience in Sales & Marketing for over 6 years, I am confident that I can help you achieve results Relevant Skills and Experience Customer Relationship Management / People Management Proposed Milestones ₹7777 INR - As required
₹7,777 INR in 3 days
0.0 (0 reviews)
0.0
0.0
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A proposal has not yet been provided
₹6,666 INR in 3 days
0.0 (0 reviews)
0.0
0.0
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Dear Client, I studied your requirement. I can serve you a quality setup in Salesforce CRM. Having 5 yrs of Experince, I can help many ways to optimize the cost of the project also. Relevant Skills and Experience I'm a Salesforce Certified Consultant. Have been playing with CRM since 2013 hence carry deep knowledge of all verticals of Salesforce CRM. Served clients like Mizuho, Fujitsu I&E. Proposed Milestones ₹7777 INR - Once we have Salesforce Org and all Information. My goal will be to deliver the solution in 2 days.
₹7,777 INR in 3 days
0.0 (0 reviews)
0.0
0.0

About the client

Flag of INDIA
Chennai, India
5.0
3
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Member since Dec 28, 2016

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