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
6 freelancers are bidding on average $831 for this job
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.