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


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,

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


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
(5 Reviews)

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

$750 NZD in 3 days
(14 Reviews)

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

$1500 NZD in 60 days
(0 Reviews)

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
(0 Reviews)

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
(0 Reviews)

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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