Write a User Manual for our CRM system
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Post a project like this3015
$200
- Posted:
- Proposals: 13
- Remote
- #993150
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Description
Experience Level: Intermediate
PLEASE LOOK AT THE TEXT IN THE BOTTOM OF THIS DESCRIPTION FOR ADDITIONAL INFORMATION.
Our company is using a CRM system (Customer Relationship Management) system called SuperOffice.
Our sales people use this to keep track of our customers and activities. Appointments, visits etc.
I want to make a 'How to use the system' Manual for our Sales Staff.
I have a number of screens with some text. Like for example: How to enter a new customer in the system.
What to key in and how it looks when this is complete.
Also with some tips and tricks.
The user manual/How to use should be done so it can be shown on a PC.
There is no need to be able to print it as well but if it can then it is fine.
It would be smart to have some kind of menu system.
I think there should be 10-12 sections and max 3-4 'pages' per section.
EXTRA INFORMATION ABOUT THE PROJECT.
Although the title of the project is 'Write a User Manual for our CRM system' then I would like to add some important information, which is that it is equally important that the job is done by somebody who can 'Put the Manual together'.
If this is done in Word, Powerpoint or by using other tools is not important.
I prefer it is done in such a way that in case we get a minor change in the future then we can do it ourselves BUT that is not a must. We use Microsoft Office.
Please note that the Superoffice CRM system that we use already have a large STANDARD user manual BUT that is for the complete system.
What I want is a manual that describes how WE (Scanvaegt) use the system. I think we use max 10 % of the system.
A lot of the manual will consist of screen dumps. Please see the example attached.
In this you will see that there is not a lot of text but it some screen dumps and text below.
What I need to see from bidders of this job is a project which he/she has made which is similar to this !!!!!!
In case this goes well then there are other similar jobs waiting.
Best Regards
Per B.
Our company is using a CRM system (Customer Relationship Management) system called SuperOffice.
Our sales people use this to keep track of our customers and activities. Appointments, visits etc.
I want to make a 'How to use the system' Manual for our Sales Staff.
I have a number of screens with some text. Like for example: How to enter a new customer in the system.
What to key in and how it looks when this is complete.
Also with some tips and tricks.
The user manual/How to use should be done so it can be shown on a PC.
There is no need to be able to print it as well but if it can then it is fine.
It would be smart to have some kind of menu system.
I think there should be 10-12 sections and max 3-4 'pages' per section.
EXTRA INFORMATION ABOUT THE PROJECT.
Although the title of the project is 'Write a User Manual for our CRM system' then I would like to add some important information, which is that it is equally important that the job is done by somebody who can 'Put the Manual together'.
If this is done in Word, Powerpoint or by using other tools is not important.
I prefer it is done in such a way that in case we get a minor change in the future then we can do it ourselves BUT that is not a must. We use Microsoft Office.
Please note that the Superoffice CRM system that we use already have a large STANDARD user manual BUT that is for the complete system.
What I want is a manual that describes how WE (Scanvaegt) use the system. I think we use max 10 % of the system.
A lot of the manual will consist of screen dumps. Please see the example attached.
In this you will see that there is not a lot of text but it some screen dumps and text below.
What I need to see from bidders of this job is a project which he/she has made which is similar to this !!!!!!
In case this goes well then there are other similar jobs waiting.
Best Regards
Per B.
Per B.
100% (60)Projects Completed
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Freelancers worked with
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24 Mar 2023
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