You will be required to download Lotus Notes CRM and Sapgui clients to enable remote access to CRM and 'Business Warehouse' (data warehouse tool) as well as receive transfer of excel files.
Tasks will cover (non-exhaustive list):
- initial assessment of customer data situation, including deduplication of various data sources
- provide report and recommendations of tasks
- isolate individual lots of customer data for cleansing and re-upload
- prepare and upload new customer data from excel files
- manually update individual records with updated information (on going and on demand)
- download segmented data reports (on going and on demand)
- provide continued data reporting (on going and on demand)
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We are analyzing your project requirements and would like to discuss the project in detail so that we both have the same level of understanding about the project and based on that give you with the best cost and time for this project.
Please open PMB for a brief discussion over the project.
Thanks & Regards,