Customised CRM System
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Post a project like this3147
£300(approx. $377)
- Posted:
- Proposals: 6
- Remote
- #880193
- Awarded
Business Consultant; Business Strategy; Business Planner and Certified Translation Services
London
Director Solutions Delivery | Gold Partner Microsoft Dynamics 365 CRM|Digital Marketing | Website Dev
Bhopal
240910355073516250695225760405897840
Description
Experience Level: Intermediate
General information for the business: We are a finance brokerage with call centre staff, would like to develop a CRM for our call staff
Industry: Business
Geographical areas: United Kingdom
Description of Business Development: I would like someone to develop a CRM system for our call centre.
I have data to place in a CRM system.
I want the staff to simply see:
Company name
Contact name
Contact number
Notes field - where staff can update.
Turnover - for staff to fill out
Amount required - for staff to fill out
Purpose - to be filled out by staff
A drop box which will have options to highlight client to be a prospect, call back or dead lead for not interested clients.
As a back office option I would like to run a report at the end of the day to take off prospects and to call them back.
Extra notes:
Industry: Business
Geographical areas: United Kingdom
Description of Business Development: I would like someone to develop a CRM system for our call centre.
I have data to place in a CRM system.
I want the staff to simply see:
Company name
Contact name
Contact number
Notes field - where staff can update.
Turnover - for staff to fill out
Amount required - for staff to fill out
Purpose - to be filled out by staff
A drop box which will have options to highlight client to be a prospect, call back or dead lead for not interested clients.
As a back office option I would like to run a report at the end of the day to take off prospects and to call them back.
Extra notes:
Harminder N.
0% (0)Projects Completed
1
Freelancers worked with
1
Projects awarded
50%
Last project
9 Sep 2015
United Kingdom
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