Research best online CRM package
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Post a project like this3949
£8/hr(approx. $10/hr)
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- Proposals: 4
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- #264995
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Description
Experience Level: Entry
Research the best online/hosted CRM packages to determine which suits our requirements as an SME. An immediate start is required. This task is expected to take 3-5 hours.
Features, ease of use, and price are all important factors. Please see whether the requirements below are met, and detail the price for 2 and 3 users.
* Does it keep track of all correspondence, emails/quotes/follow ups?
* Is it easy to categorise customers eg new lead, after demo, quote sent etc..?
* Can users without management permission only have access to limited customers?
* Is it easy to set reminders about follow ups and other other things to action?
* Does it have an android app so that customer information can easily be searched and used via a mobile device?
* Can all the customers postal addresses be seen on a map, so that when an appointment is confirmed in one area it is easy to see which other companies we'd be passing on route, or others that are close by? If the software does not have this feature, does the software have an API that we can use to develop this feature ourselves?
* Does it link with Zendesk (online helpdesk)?
* Does it link with any email auto responder systems?
* Does it link with any email marketing systems?
This list is not conclusive if you know of another product worth adding to the list, but please research:
* salesforce
* highrise
* sugar crm
Thanks
Geeta
Features, ease of use, and price are all important factors. Please see whether the requirements below are met, and detail the price for 2 and 3 users.
* Does it keep track of all correspondence, emails/quotes/follow ups?
* Is it easy to categorise customers eg new lead, after demo, quote sent etc..?
* Can users without management permission only have access to limited customers?
* Is it easy to set reminders about follow ups and other other things to action?
* Does it have an android app so that customer information can easily be searched and used via a mobile device?
* Can all the customers postal addresses be seen on a map, so that when an appointment is confirmed in one area it is easy to see which other companies we'd be passing on route, or others that are close by? If the software does not have this feature, does the software have an API that we can use to develop this feature ourselves?
* Does it link with Zendesk (online helpdesk)?
* Does it link with any email auto responder systems?
* Does it link with any email marketing systems?
This list is not conclusive if you know of another product worth adding to the list, but please research:
* salesforce
* highrise
* sugar crm
Thanks
Geeta
Geeta T.
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14 Jun 2013
United Kingdom
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