CRM needed for small company of 13
- or -
Post a project like this£550(approx. $690)
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Description
Experience Level: Expert
We are a bespoke diamond brokerage house. We reach out for new business by contacting active investors. We do this 99% by telephone. Our objection is to initially dispatch our corporate brochure after contact has been made. At the moment all our data is managed by Excel using a shared drive. With contacting potential clients various Q’s will arise because of this; No Answer | Not Interested | Call Back | TPS (and add each comments after each call no matter what Q this contact will be passed to).
What we need – a basic version of CRM on Microsoft Access:
A CRM is widely implemented strategy for managing a company’s interactions with customers, clients and sales prospects. It involves using technology to organize, automate, and synchronize business processes—principally sales activities, but also those for marketing, customer service, and technical support. The overall goals are to find, attract, and win new clients, nurture and retain those the company already has, entice former clients back into the fold, and reduce the costs of marketing and client service. Customer relationship management describes a company-wide business strategy including customer-interface departments as well as other departments. Measuring and valuing customer relationships is critical to implementing this strategy.
http://en.wikipedia.org/wiki/Customer_relationship_management
Example of system used in the industry:
http://en.wikipedia.org/wiki/GoldMine
Our requirements (high-level):
We need to amalgamate our client’s data. Roughly 20,000 contacts in the relevant Q’s and User ID.
There will be around 7-10 Q’s i.e. Leads, Brochure, Client etc
Each piece of data i.e. client data will have around 15-20 titles.
We plan to have around 14 users on the Access Database/CRM. 2 admin out of the 14 to have full service. Each user will obviously have a UserName & password (see 3rd tab on Excel s/s example).
The ability to run queries from the access database. i.e. Look for all the postcodes contacts with postcode “SW1”.
The ability to add data from Excel into database, my responsibility to ensure the data is clean in the correct format.
I have attached an excel s/s of something I envisage the page will look like for one of my staff once they are logged in.
Ability to change users/passwords for admin staff of 2.
Skill set needed:
Advanced Excel, Advanced Access, Macro/VB advanced level. I envisage a two/three day job. What would be best is to sit with myself and my business partner over a few hours so we can explain in person and on screen are actual requirements face to face.
What we need – a basic version of CRM on Microsoft Access:
A CRM is widely implemented strategy for managing a company’s interactions with customers, clients and sales prospects. It involves using technology to organize, automate, and synchronize business processes—principally sales activities, but also those for marketing, customer service, and technical support. The overall goals are to find, attract, and win new clients, nurture and retain those the company already has, entice former clients back into the fold, and reduce the costs of marketing and client service. Customer relationship management describes a company-wide business strategy including customer-interface departments as well as other departments. Measuring and valuing customer relationships is critical to implementing this strategy.
http://en.wikipedia.org/wiki/Customer_relationship_management
Example of system used in the industry:
http://en.wikipedia.org/wiki/GoldMine
Our requirements (high-level):
We need to amalgamate our client’s data. Roughly 20,000 contacts in the relevant Q’s and User ID.
There will be around 7-10 Q’s i.e. Leads, Brochure, Client etc
Each piece of data i.e. client data will have around 15-20 titles.
We plan to have around 14 users on the Access Database/CRM. 2 admin out of the 14 to have full service. Each user will obviously have a UserName & password (see 3rd tab on Excel s/s example).
The ability to run queries from the access database. i.e. Look for all the postcodes contacts with postcode “SW1”.
The ability to add data from Excel into database, my responsibility to ensure the data is clean in the correct format.
I have attached an excel s/s of something I envisage the page will look like for one of my staff once they are logged in.
Ability to change users/passwords for admin staff of 2.
Skill set needed:
Advanced Excel, Advanced Access, Macro/VB advanced level. I envisage a two/three day job. What would be best is to sit with myself and my business partner over a few hours so we can explain in person and on screen are actual requirements face to face.
Mark H.
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7 May 2024
United Kingdom
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