We are doing a migration from a salesforce implementation that has lapsed. We have all the export data, and are going to use a SugarCRM Community Edition locally.
We require the following:
- Import all Salesforce Data into SugarCRM
- Ensure all relational links of previous activities
- Associate attachements to proper opportunities
Install and recommend third party quoting tools
Install and recommend a mail-merge plugin that will allow us to merge our quotes with a Microsoft Word based proposal template (Using Mail Merge)
General assistance with permissions, setup, and workflow
You must be able to start asap and complete the job in a very timely fashion. This could lead to a full time position.
Skills: import, salesforce.com