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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

See more: video proposal form, video project proposal, time tracking project management, proposal to work remotely, proposal for video project, proposal for a project, project management e learning, prepare proposal project, prepare project proposal, person management, i need a personal sales person, follow up phone call, e mail lists, e learning proposal, e learning accounting, crm time tracking, three form, investment summary, need an accounting person, exchange e mail

About the Employer:
( 12 reviews ) Auckland, New Zealand

Project ID: #1209566

6 freelancers are bidding on average $831 for this job

sebaiglesias

Hi, As a salesforce certified administrator and consultant, I would definetely recommend you to implement [login to view URL] which is currently the #1 CRM in the world. It has been recently awarded by Forbes as the most More

$700 NZD in 10 days
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qitsol

100% client satisfaction, we are interested to do this.

$750 NZD in 3 days
(14 Reviews)
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silv3rm00n

Hello, We can do this project providing you top notch quality. Check PMB for further details! Regards

$1500 NZD in 60 days
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sankalplondon14

Please let me know when we have to start the work on this Project . I am also available on Skype add me as sankalpsaxena7

$700 NZD in 24 days
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devexperts

We have 3 years of experience with many open source CRMs that we can customise for you .The best part is the solution will be scalable as your requirements grow in future.

$750 NZD in 10 days
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stevepc

In todays marketing environment, your existing database is more than likely out of date. Given your target market, we can provide you with current customer data that has a far greater chance of hot leads. Salesfo More

$586 NZD in 5 days
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