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CRM & Business Process Solution & System Consultant

₹75000-150000 INR

Closed
Posted about 5 years ago

₹75000-150000 INR

Paid on delivery
We are a Realty Teach Business which is a mix of Product & Service and I have the same Development team which is working on both the sides of business and is managing their time interchangeably. In the current situation I have a B2B sales team which is currently using the a CRM, and the Development & Implementation/ Deployment team which is on a Project Mngt tool. I am looking at bringing the entire Company function on a single platform which is spread across Marketing/ Campaigning, Sales, Accounts, Development, Implementation & Support. The Things I need for each functions are as explained below: Marketing: (Currently not using anything) Want to Track the Performance of various activities: Campaign Management across various platforms as follows: (Email, SEO, SEM, PPC (FB & Linkedin), Web 2 Form). Objective: Campaign Management & Efficiency. Sales: Capture each Sales Persons Performance, and activities being done. Capture each interaction with Potential Leads to Customers, to Deals on a single system. Capture Calls being Sales & Customers on the system, Capture Site Visits & Track Location check ins. Activities Involved: Creating New Leads, Follow ups, Meetings, Sending Proposals, Closing Deals Accounts: (A Desktop Application) The Accounts should be able to raise Proforma Invoice once a deal is closed by Sales and accounts is informed (Want to Achieve this by a Work Flow). On Raising the Proforma Invoice, the accounts should configure the Payment schedule based on the delivery Milestione, which should be in sync with the Development team who is start next. Periodically, the accounts should raise Proforma & Tax invoice and the management should be able to have a clear understanding on the Cashflows. Development: (A Project Mgt Tool) Objective: To Keep of track of Project timelines & Deliverables, Quality of Development, Bug/ Resolution time. Time Spent by each developer on the task/ day/ project. QA: Bug identified, the same is created as an issue against the respective task fo the respective client. Deployment/ Implementation: (Project Management Tool) Objective: 1. To progress the Deployment timelines along with mapping the progress against planned. 2. To Create interdependence on client, as a lot of times the implementations get delayed because of unavailability of the client. 3. Send 15 days implementation update to the client, citing reasons for delay if any 4. Issues identified at the time of implementation to be linked back to the Project configured by Development. 5. Capture each Persons Performance, and activities being done. Capture each interaction with client on a single system. Capture Calls between Team & Customers on the system, Capture Site Visits & Track Location check ins. 6. Ticket Management system 7. Setting up Workflows & Automation of certain activities like communication to client and capturing data, etc 8. Could look at Chat Bots as an extension to support Support: Once our Solution is deployed the customers of our client start using our product, and we have their data. A Lot of times there is direct contact from the clients and their customers for queries. Objective: Have a Virtual Number for capturing Customer details of (Clients & their Customers to be a part of the CRM) (Can we use the same CRM, or shall we have 2 different CRM's for Sales & Ops) 1. Ticket Management 2. CRM I am looking for someone who will be the system and solution consultant after understanding the Business Owners requirements and will handhold in the implementation.
Project ID: 19030725

About the project

5 proposals
Remote project
Active 5 yrs ago

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5 freelancers are bidding on average ₹253,889 INR for this job
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Hi, My name is Benjamin. I'm an expert with over 15 years of industry experience. I have implemented CRM, Ticket management and Project Management tools for several large and medium sized businesses. Please visit my freelancer profile to better understand my skills and past experience. Look forward to hearing from you. Thanks,
₹300,000 INR in 30 days
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I've done this multiple times across startups, medium and large companies. Your timeline and budget isn't realistic however. This is the minimum it would take to do this correctly and then would likely need to continue to work with you.
₹150,000 INR in 60 days
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We are a web developing and designing company with various other facilities such as web content and digital marketing related to all types of specializations. Additional considerations and implementations are assisted concerning the requirement of the work. We specialize in content writing and its types such as academic and blog writing for UK, US, Australia, Singapore and other countries. Our diverse functions in various fields include: 1. Website Designing 2. Website Development 3. S.E.O. & Digital Marketing 4. Android Application Development 5. iOS Application Development 6. Content Writing 7. Software Development 8. Python Development 9. Java Development 10. C# Development 11. Windows Development 12. Ionic Development 13. Angular JS Development 14. React Framework Development 15. Wordpress/Magento/Opencart/Drupal Development Our assured services *Punctual Work *24/7 Availability *Plagiarism Free Work *Free support and assistance *Uncompromised Quality Regards Rakesh Sharma
₹138,888 INR in 22 days
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