Modifications and upgrades to current CRM system
$750-1500 USD
Pago na entrega
We currently use a custom CRM to manage all aspects of the business. From the minute a phone call comes in to assigning the lead to a sales rep to job completion. The CRM is written in ASP.net using Microsoft SQL server for the database engine.
We have a list of changes to the current system some examples are
• System does not post to the estimate commissions the strip amount if there is a 2nd layer. Please look at Tanner 13-296 as an example
• I have not way of delelting messages on the message board.
• When paying final commission there is no status on the customer
• There is no way to select a bunch of leads and move them from one salesmen to another
• Job assigned must be able to export to excel
• There is no way to check an installers inventory
• Change documents in the download documents section? No easy way to do that
• No way to add a user to google calendar
• When adding a new crew, I would like a check address but to make sure it works without whatever mapping system we use to check the distance between the customer house and installer house.
• Returned material how do we see it? Does it email anyone
• The google calendar is public so everyone can see it.
• Repeats everything 3 times
• The reports on sold/install uses a different date selector then other reports (sold date)
• Email Christine when a new TD job comes in
• No way to edit documents on CRM, under both customers and documents
• Reports for Ken
• Email monthly installer reports to Ken and Brad.
• If material is below trigger amount it should be read in the Sales to inventory report
We have also taken on a new product line, so the current CRM system must be taken a modified to the new product line.
We are looking for someone that is dedicated to us 8 hours a day
Must have strong knowledge of .net as previous coder did not comment his code.
ID do Projeto: #5783054
Sobre o projeto
29 freelancers estão ofertando em média $1339 nesse trabalho
Let's discuss over freelancer Personal Message Box for the proper estimation of cost and time. I am myself doing programming so you will directly work with one person and that's me. No mediators. No managers. No sub Mais
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Hello, I have 10 years of experience with .NET and I have developed many projects in the technology including web, desktop and server side. I’ve been working for 3 years for ViaOne from New York on their CRM system Mais
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Hello, We can create the site based on your requirements and timeline. I primarily work with small businesses, professional services and individuals. My goal is to provide quality web solution at a reasonable pri Mais
Hi, This is Shyam. We are the group of experts started a small firm and all of them have work experience in working with CMMI Level certified Companies in India. Our group consists of .NET, PHP, Wordpress, Java, HTM Mais
hi i hv a sound knowledge of development and have a 7 years of experience and have a team of 5 person tell me when we can start working on the same
My Understanding of the Project - You need to customize the Custom CRM developed to suit your needs. My Skills and Experience :- Apart from being hard core techy person with 9+ years of experience in .NET, C# and ASP Mais
