Web Sales Order system CRM
- or -
Post a project like this£50/hr(approx. $62/hr)
- Posted:
- Proposals: 16
- Remote
- #644502
- Expired
CRM, Websites, Emarketing, Chatbot Design & Build, Database Migration & Management, Sage CRM, Act!, Salesforce, Pipedrive
Lymm
Senior Web Developer/ PHP / Javascript / Laravel / API Expert / Node.js / Wordpress / Codeigniter /
Elgin
Graphic Design, Website Development, Whiteboard, Animations, Startup Video Company
Karachi
155774862187751221380361375414396503693511152522001651038788495811578
Description
Experience Level: Expert
General information for the business: Will Sell services online
Num. of modules: 1
Description of every module: CRM requirements
We would need a CRM system to enter our workflow once our product has been ordered on our website.
a task needs to be created for our administrator to contact a subcontractor and arrange the clients service.
The Initial order from the website needs to be book and confirmed with a subcontractor and then the system needs to generate confirmation email template and text template for the client .
a purchase order needs to be done for the subcontractor and all of the information relating to the order sent also.
a copy of the buy rate and sell rate needs to be recorded and sent to a third party such as sage .
Commission structures need to be put in place with employees so they need to be accommodated in the sales process.
sales reporting tools required .
It is of up most importance that the system speaks with our website , payment portal and accounting software
A subcontractor is someone we will instruct to carry out the service which has been ordered bu client
there needs to be at least 100 subcontractors in the system who have certain coverage areas.
the client address needs to be able to show the administrator who is available to offer the service in the area ordered .
for example we where
subcontractor A covers areas 1 2 3 and 4
subcontractor B covers areas 1 2 3
subcontractor C covers areas 2 and 5
If the client requested works in area 2 i would need our staff to be able to select from the shortlist .
If the client requested works in Area 1 i would expect only contractor A and B
This can be done using the 1st part of the postcode
If you are interested in working with this project then please can you answer the following questions in a message to me before you submit any proposals
A Estimated time frame
B Costs
C subscriptions
D Aftercare
E integration preferences / issues
our website will be created in word press
Description of requirements/functionality: CRM requirements
We would need a CRM system to enter our workflow once our product has been ordered on our website.
a task needs to be created for our administrator to contact a subcontractor and arrange the clients service.
The Initial order from the website needs to be book and confirmed with a subcontractor and then the system needs to generate confirmation email template and text template for the client .
a purchase order needs to be done for the subcontractor and all of the information relating to the order sent also.
a copy of the buy rate and sell rate needs to be recorded and sent to a third party such as sage .
Commission structures need to be put in place with employees so they need to be accommodated in the sales process.
sales reporting tools required .
It is of up most importance that the system speaks with our website , payment portal and accounting software
A subcontractor is someone we will instruct to carry out the service which has been ordered bu client
there needs to be at least 100 subcontractors in the system who have certain coverage areas.
the client address needs to be able to show the administrator who is available to offer the service in the area ordered .
for example we where
subcontractor A covers areas 1 2 3 and 4
subcontractor B covers areas 1 2 3
subcontractor C covers areas 2 and 5
If the client requested works in area 2 i would need our staff to be able to select from the shortlist .
If the client requested works in Area 1 i would expect only contractor A and B
This can be done using the 1st part of the postcode
If you are interested in working with this project then please can you answer the following questions in a message to me before you submit any proposals
A Estimated time frame
B Costs
C subscriptions
D Aftercare
E integration preferences / issues
our website will be created in word press
Extra notes: Rates are as an estimate
Num. of modules: 1
Description of every module: CRM requirements
We would need a CRM system to enter our workflow once our product has been ordered on our website.
a task needs to be created for our administrator to contact a subcontractor and arrange the clients service.
The Initial order from the website needs to be book and confirmed with a subcontractor and then the system needs to generate confirmation email template and text template for the client .
a purchase order needs to be done for the subcontractor and all of the information relating to the order sent also.
a copy of the buy rate and sell rate needs to be recorded and sent to a third party such as sage .
Commission structures need to be put in place with employees so they need to be accommodated in the sales process.
sales reporting tools required .
It is of up most importance that the system speaks with our website , payment portal and accounting software
A subcontractor is someone we will instruct to carry out the service which has been ordered bu client
there needs to be at least 100 subcontractors in the system who have certain coverage areas.
the client address needs to be able to show the administrator who is available to offer the service in the area ordered .
for example we where
subcontractor A covers areas 1 2 3 and 4
subcontractor B covers areas 1 2 3
subcontractor C covers areas 2 and 5
If the client requested works in area 2 i would need our staff to be able to select from the shortlist .
If the client requested works in Area 1 i would expect only contractor A and B
This can be done using the 1st part of the postcode
If you are interested in working with this project then please can you answer the following questions in a message to me before you submit any proposals
A Estimated time frame
B Costs
C subscriptions
D Aftercare
E integration preferences / issues
our website will be created in word press
Description of requirements/functionality: CRM requirements
We would need a CRM system to enter our workflow once our product has been ordered on our website.
a task needs to be created for our administrator to contact a subcontractor and arrange the clients service.
The Initial order from the website needs to be book and confirmed with a subcontractor and then the system needs to generate confirmation email template and text template for the client .
a purchase order needs to be done for the subcontractor and all of the information relating to the order sent also.
a copy of the buy rate and sell rate needs to be recorded and sent to a third party such as sage .
Commission structures need to be put in place with employees so they need to be accommodated in the sales process.
sales reporting tools required .
It is of up most importance that the system speaks with our website , payment portal and accounting software
A subcontractor is someone we will instruct to carry out the service which has been ordered bu client
there needs to be at least 100 subcontractors in the system who have certain coverage areas.
the client address needs to be able to show the administrator who is available to offer the service in the area ordered .
for example we where
subcontractor A covers areas 1 2 3 and 4
subcontractor B covers areas 1 2 3
subcontractor C covers areas 2 and 5
If the client requested works in area 2 i would need our staff to be able to select from the shortlist .
If the client requested works in Area 1 i would expect only contractor A and B
This can be done using the 1st part of the postcode
If you are interested in working with this project then please can you answer the following questions in a message to me before you submit any proposals
A Estimated time frame
B Costs
C subscriptions
D Aftercare
E integration preferences / issues
our website will be created in word press
Extra notes: Rates are as an estimate
Mark D.
100% (1)Projects Completed
9
Freelancers worked with
8
Projects awarded
4%
Last project
11 May 2016
United Kingdom
New Proposal
Login to your account and send a proposal now to get this project.
Log inClarification Board Ask a Question
-
There are no clarification messages.
We collect cookies to enable the proper functioning and security of our website, and to enhance your experience. By clicking on 'Accept All Cookies', you consent to the use of these cookies. You can change your 'Cookies Settings' at any time. For more information, please read ourCookie Policy
Cookie Settings
Accept All Cookies