Recommend a CRM for a three person sales team
Budget $250-750 NZD
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
6 freelancers are bidding on average $831 for this job
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
Hello, We can do this project providing you top notch quality. Check PMB for further details! Regards
Please let me know when we have to start the work on this Project . I am also available on Skype add me as sankalpsaxena7
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.