Recommend a CRM for a three person sales team

Rapidly form a list of potential sales targets for a particular offering from an existing database

Track “sales” process for each target list e.g.

1. phone first ~100

2. e-mail those that are interested with investment summary and video ~50

3. phone second time

4. arrange meetings with ~ 20

5. track progression of follow up/due diligence

6. close on deal with ~ 10

We wish to use the tracking both for:

1. personal project management (e.g. who have I already called, who should I call next)

2. reporting internally and on progress for a particular offering

Should also allow for targeted email campaigns to those with an interest in a particular offering

Parameters

Allow for the categorisation of prospects in order to rapidly build target lists

must work/synchronise with Microsoft outlook (two with 2010 and one with 2007)/exchange server and preferably have a similar user interface in order to avoid our learning a new system.

Must be available remotely

Need not integrate with our accounting system – MYOB

initially three users and one primarily – medium term five users.

handle approximately 8000 contacts and up to 10 open “sales” processes with up to 200 targets in each sales process.

Request for Proposal

Prepare a detailed recommendation to form the selection of an appropriate CRM system

Skills: Microsoft, Sales, Salesforce.com

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Project ID: #1209566