A CRM project for an SME

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  • #698413
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Raj P. has already sent a proposal.
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Experience Level: Intermediate
Hi Andrew
I am a business modeller by trade and now run an SME family business (20 staff worldwide) in south Manchester.

I've inherited a botched effort to migrate from ACT to Microsoft CRM and was looking for someone to fix the problems and provide some ongoing support, perhaps on a retainer. I am not convinced we are big enough to be on Microsoft CRM but I am going to give it 6 months to see if we can make it work.

Are you able to provide the following support?
-Customisation of forms, data fields, and data transfer between different forms?
-Help with cleaning up data (5000 records) we migrated from ACT, e.g. providing data in a format so we can get people to classify in terms of new customer segments and then uploading back into CRM.
-A couple of customised reports/dashboards and help with how I might track performance of my salespeople.
- Ongoing support if we have a technical issue which needs fixing.
- Ideally I would also like to find a contact who can support us a bit on the website as a back up to existing people.

Can you help and how quickly?

Kind regards

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