BRIEF CRM REQUIREMENTS
WEB BASED
UP TO 10 PEOPLE WILL HAVE SAME TIME ACCESS
SECURITY: PASSWORD PROTECTED
3 LEVEL ACCESS DEPENDING ON ASSIGNED USER RIGHTS
INPUT: DATA DUMP VIA EXCEL & SINGLE USER ENTERED
MUST HAVE THE ABILITY TO ASSIGN X NUMBER OF CALLS VIA A SPECIFIC STATE , A SPECIFIC USER SHOULD MAKE THAT WEEK AND THEN HAVE THE ABILITY TO GENERATE A REPORT SHOWING HOW EACH USER HAS DONE
MUST BE ABLE TO CREATE AN EMAIL ALERT FOR SPECIFIC ACTIONS AT SET TIMES (I.E.: CALL ?? AT CUSTOMER ABC TO DISCUSS ???)
THE GUI WILL BE SUCH THAT THE USER WILL HAVE BETWEEN 10-15 PREDEFINED QUESTIONS TO ANSWER FROM THE CRM AND THE ANSWERS WILL BE AVAILABLE TO THEM VIA DROP DOWN BOXES.
ONE OF THE ANSWERS REQUESTED WILL BE ; FUTURE ACTIONS, WHICH MAY BE CALL OR SEND CATALOGUE, WE WILL THEN NEED THE BUILT IN CAPABILITY VIA A REPORT TO MAKE SURE IT WAS DONE
Hi
We are CRM/ERP/POS/Custom Software solution providing company So we are really interested to deliver this project.
For more details please see your PM.
Regards
AuricleSoft
Hi wilfreddie,
I am a .Net developer. I used the Microsoft Dynamics CRM and now Sugar CRM administrator. So I understand the functionality in CRM. I can help you accomplish this task.
To build a custom crm is a complex project.
It requires a continuous communication and a good project management. Before starting the project we will need a clear, transparent description of all the details of the crm's functons, including the layouts. Thanks.