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    New CRM/Sales/Training Database

    5019
    $$
    • Posted: 14 years ago
    • Proposals: 15
    • Remote
    • #8669
    • Archived
    Lanre A.
    Lanre A.
    GDPR Consultant
    United Kingdom Tilbury
    James D.
    James D.
    Software/Web Developer
    United Kingdom Gillingham
    Nkonye O.
    Nkonye O.
    IT Lead
    United Kingdom London
    Rahul P.
    Rahul P.
    MCPD with 5+ IT experience in Microsoft tech,CRM
    India Ahmedabad
    Farhaad M.
    Farhaad M.
    Out sourced services provider Sales/Admin/ It development
    United Kingdom Reading
    Mel D.
    Mel D.
    Application Designer/Developer
    United Kingdom Durham
    Ben S.
    Ben S.
    Non-Working worker
    United Kingdom Leeds
    Leon C.
    Leon C.
    Programmer, Web Developer, Business ANalyst
    United Kingdom Rugby
    Vishnu S.
    Vishnu S.
    programmer
    India Mangalore
    Steve Z.
    Steve Z.
    Software Developer, IT System Consultant
    United Kingdom Great Dunmow
    Linda D.
    Linda D.
    Developer
    United Kingdom Bedford
    Usman B.
    Usman B.
    Grip On Matters
    United Kingdom London
    • 1
    • 2
    1253522205266813036733931347123568644605421144791727323505
    Lanre A.James D.Nkonye O.Rahul P.Farhaad M. + 10 others have already sent a proposal.
    • 5
    • 5

    Description

    Experience Level: Intermediate
    manager imports lists of data to call
    manager assigns leads to Telesales
    Telesales calls and makes appointment
    Telesales can see Salesmens diaries
    Salesman attends appointment and makes sale
    Admin sends sale referral to Grant authority
    Admin liaises with Grant authority, when Grant has been offered, sends pro-forma invoice
    Admin collects payment, links payment to pro-forma, marks pro-forma as paid, sends Tax invoice
    Admin organises Training
    Training on premises - no venue required - or may need venue - Training has Venue field
    Admin sees Trainers diaries - assigns Trainer
    Trainer delivers training, collects attendance information, quality feedback, up sell sales information expenses amounts

    5 roles - Manager, Telesales, Salesman, Admin, Trainer- some users do more than one role

    Leads - company, person, name address, phone, email, various other fields, etc
    Statuses: imported, telesales, salesman, etc

    Multiple Notes against each lead - user/date/time
    Attach multiple Documents to Lead - user/date/time
    Multiple Diary entries against each lead - user/date/time who made the entry, user/date/time/place/description who will do the activity

    Diary entries - user updates them to held/not held, duration, expenses amounts

    One training activity can be linked to multiple leads - when it is a classroom type training

    most users only see leads and related records they are assigned to, manager users see all

    Filters on all screens/reports on various fields, one/some/all values
    Reports of Leads, Activities (calls, meetings, training), Diaries - what do I have to do?, Audit reports - who did what in the database, Pro-forma Invoices, Payments, Tax Invoices.

    For reports filter for Telesale(s) and/or one/some/all Salesman(men)

    10 users

    First version within two weeks of acceptance,
    several rounds of user testing, adjustments after install

    What language/database would you use?
    Have you developed anything similar?
    Where are you based?
    Buyer C.
    Buyer C.
    0% (0)
    Projects Completed
    1
    Freelancers worked with
    1
    Projects awarded
    3%
    Last project
    30 Aug 2011
    United Kingdom

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    5019
    $$
    Buyer C.
    Buyer C.
    0% (0)
    Projects Completed
    1
    Freelancers worked with
    1
    Projects awarded
    3%
    Last project
    30 Aug 2011
    United Kingdom

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    audit customer relationship management (CRM) user testing telesales database development sales orders and invoices sales training salesman training delivery user acceptance testing

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