I need a database or CRM or DRM developed or help to build on MA if fit for use.
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Easy Desktop Database Applications Designs to increase up to 40% Productivity Operations
Ocala
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Description
Experience Level: Intermediate
I have built a very crude database in Excel for a medical insurance brokerage. What I need is a better version, I have tried to build one in Microsoft Access but my skills are nowhere near where they need to be.
What I need the database to do is to have, a 'sales agent view' that when updated updates a master file that only managers/owners can view. Agent view should have a customer form where the agent can update basic client info such as address ect, would like a click to dial function that sends the call to the deskphone, an existing insurance details or 'fact find' form to input the client existing cover, a quote form to detail the options the agent has quoted the client, and a 'sold' form that details all the options selected when the customer purchases a new policy from us. Would like a calendar function that allows the agent to set appointments and call backs and also an email function via outlook.
A 'lead gen' view and login - they would need nearly the same info as the 'sales agent' however would not need fact find or sales forms, they just need click to dial, customer form and notes, when status of record set to lead the manager is notified in the 'new lead' tab/form in the manager view and this can then be allocated out to a sales agent easily.
The agents would log in with their own usernames/passwords from their desk and no-one else would be able to access their data other then the manager/owner.
We would need a compliance log in and view where the compliance team could log in and see any new sold policies and audit them, so access to the calls and emails, the call recorder we have currently is oak call recording so it would most likely be a 'click path' to the call recording?
The manager view would need to be able add and remove new users and reassign data at any time to a new user easily, we would also need somewhere in the agent view to add PDF's ect to the client record so that the quote docs would be saved and visible to all departments when the record was accessed by that department.
We then need a 'service and retention' view and log in that would be for the management of any 'sold' or 'appointed' policies, this would need all sold info, and an extra form to add any after sales info.
That is the general gist of what I am after, it would be company branded and can either be web based or local server based - i don't mind either, I am open to suggestions and will have to factor in long term costs if 3rd party costs are associated with a web based platform for hosting ect, whereas i presume that a local server based CRM/DRM would be much cheaper in the long run as once its built its built right?
Any ideas or questions welcome and give me an idea of general costs/timeframe ect.
Thanks Kyle
What I need the database to do is to have, a 'sales agent view' that when updated updates a master file that only managers/owners can view. Agent view should have a customer form where the agent can update basic client info such as address ect, would like a click to dial function that sends the call to the deskphone, an existing insurance details or 'fact find' form to input the client existing cover, a quote form to detail the options the agent has quoted the client, and a 'sold' form that details all the options selected when the customer purchases a new policy from us. Would like a calendar function that allows the agent to set appointments and call backs and also an email function via outlook.
A 'lead gen' view and login - they would need nearly the same info as the 'sales agent' however would not need fact find or sales forms, they just need click to dial, customer form and notes, when status of record set to lead the manager is notified in the 'new lead' tab/form in the manager view and this can then be allocated out to a sales agent easily.
The agents would log in with their own usernames/passwords from their desk and no-one else would be able to access their data other then the manager/owner.
We would need a compliance log in and view where the compliance team could log in and see any new sold policies and audit them, so access to the calls and emails, the call recorder we have currently is oak call recording so it would most likely be a 'click path' to the call recording?
The manager view would need to be able add and remove new users and reassign data at any time to a new user easily, we would also need somewhere in the agent view to add PDF's ect to the client record so that the quote docs would be saved and visible to all departments when the record was accessed by that department.
We then need a 'service and retention' view and log in that would be for the management of any 'sold' or 'appointed' policies, this would need all sold info, and an extra form to add any after sales info.
That is the general gist of what I am after, it would be company branded and can either be web based or local server based - i don't mind either, I am open to suggestions and will have to factor in long term costs if 3rd party costs are associated with a web based platform for hosting ect, whereas i presume that a local server based CRM/DRM would be much cheaper in the long run as once its built its built right?
Any ideas or questions welcome and give me an idea of general costs/timeframe ect.
Thanks Kyle
Kyle G.
100% (7)Projects Completed
1
Freelancers worked with
1
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Last project
18 Jun 2018
United Kingdom
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