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Suite / Sugar CRM configuration

$30-250 USD

Cancelled
Posted almost 4 years ago

$30-250 USD

Paid on delivery
We have an instance of Sugar CRM installed which is integrated with Mautic Due to sales need and a holistic omnichannel view we need to move it forward. 1. I have made groups to isolate the sales etc from each others but it does not work. So, assign screens to different groups and allow them to see for example Sales+Support+Bugs, or Marketing+Support+Bugs etc 2. Add Sales funnel screen with the distribution of their sales for all sales people and force them to add % to each lead they contact. 3. Mautic is right now adding all leads in the integration to the Admin, but it must be assigned to different sales people 4. We are sending out mail (post letters) to customers and would ideally need to have those mail campaigns imported (I can do that after each campaign) but they must be categorised and allocated to sales people to follow up. Ideally I would like to have someone who can help with integration of a Magento site also to be able to track customer movements in the site also, but it is no panic. If you know how to do it in 2-3 hours I might do it. Also, it is possible to allow different companies we have sell via the same screens but isolate each sales for each company and sales person, but show the results to the manager in that company the results and then me at a top level all companies but group them ********************************************************************** Further details after the first round of questions from consultants How long would it take you to do this: 1. sales + support + bugs screens 2. stages for all leads 3. percentage for each lead (1%, 2%, 10% etc for example, pre-set levels) 4. a dashboard for all areas with salesfunnel where all leads are added depending on their stage for each sales person 5. for the sales leader all sales persons amalgamated leads 6. For the system it must be possible to have sales leads for several companies. Betald, deepcheck for example. In each area it should be total isolation from the other. So I can have 3 sales persons in Betald and 3 sales persons in deepcheck but they cannot see each others sales (the sales leader, the sales persons can not see it anyway) 7. Integration with magento 1.9.x to see the sales and amount each lead has done. It is only a few fields and is faster to integrate manually than with a pre-designed integration tool. I would anticipate a few hours only on this one alone. Clarification: Which Version of SugarCRM or SuiteCRM you have? PER: 7.x 1. This is related to Groups Configuration. Sales or Marketing are just menu Tabs, Roles/Groups apply on Modules so would need to know what hierarchy you want . PER: As specified. Sales people should see their own sales funnel. Sales manager should see their sales team. Same with marketing people, but I believe the marketing will only be one person. 2. Share an Example, because OOTB SuiteCRM does not have Funnels in their Dashlet/Charts. PER: when you quality your leads you set the likelyhood for them to convert into sales. The steps are usually 1%, 5%, 10%, 40%, 100% (100 = sales) This % is then put into a sales fuinnel that is divided into the same sales steps in a funnel, see images. I have seen this existing so it is probably only a simple module we need to add. For the sales manager it is his own sales and the team's sales. The sales leader can see the sales teams details, but the sales team can not see each others sales nor the sales managers leads. For me who is at the top level I can see anything anywhere. The ideal would be to be able to have several companies also so each silo can act as described above, but I can see all silos. 3. Distribution of Leads based on which Criteria? Any Distribution Method that you want to implement? This can be sent to the sales manager who then distrbute it. 4. Campaigns? How do you want to categorise them? Import same customer into different campaigns? We currently send out post/mail and not emails.
Project ID: 25045439

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9 proposals
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Active 4 yrs ago

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9 freelancers are bidding on average $322 USD for this job
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I have gone through your job posting and become very much interested to work with you. I am an expert in this field. I have already completed several projects like this. For evidence you can see my profile. Please visit : https://www.freelancer.com/u/schoudhary1553 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, Sandeep
$250 USD in 8 days
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Iam ready to work on your jobs. I have good knowledge of web designing, Advertising, Banner Design and CSS as I have worked in these fields for many years. I have also have sound knowledge of Data Entry and Freelance as I have worked as a Data Entry Worker and Freelance Programmer. Now given an opportunity I would like to put in my best effort. I am ready to be hired by you.
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5.0 (18 reviews)
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Hi. I'm Natalya.. if your want proper price i will discuss. .....happy for sending this letter. I have many web develop experiences. Your project appeals to me for some reasons. first.. It is that all of the requirmemts are in areas that have a great deal of experience in. second.. It is that I really enjoy this kind of work. It is my passion and I take abundant pride and satisfaction in achieving great results.
$250 USD in 7 days
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Hi,Dear I am a senior web developer with over 5 years of experiences. I am good to the skills such as php, javascript, jquery, ajax and wordpress, shopify, woocommerce so on. I finished many projects of building site, fixing issues, adding new functions and so on. Please feel free to contact me, to get the perfect result on your deadline with quality work. Best Regards.
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Hello, How are you? I just saw your project description carefully. I am very interested in your project. I have rich experience in CRM HTML PHP Sugar CRM I can start your project immediately. I would like to discuss .about your project with you via chat. Please send your message so that we can discuss it. about your project
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Flag of UNITED KINGDOM
London, United Kingdom
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Member since Feb 20, 2020

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