We are looking for Lead Management System (CRM) for our B2B website (industryarc.com) to track all lead data coming from every form page and all functionality to maintain it
Requirement / Functionality List
• Build a system that is user-friendly.
• Adapt current tools to be used within a more robust CRM.
• Create a custom reporting system that is easy to use.
• Customize the CRM to manage information coming from the website, such as membership applications, sample request and inquiry forms.
• iMIS database (CRM, lead management, reporting, activity tracking)
• Sales force (member prospect management, sales tracking, reporting)
• Emma (email communications)
• Notifications and updated of lead status.
• Navigation: Simple navigation with usability in mind.
• Integration: Ability to integrate a mass email system into the site to allow for people to subscribe to various different publications and news updates.
• Customization: Custom tracking leads and dashboards
• Website compatibility: integrating member directory and member events calendar
Your budget must encompass all design, production, programming, sub-contractors and third-party or vendor fees for development and maintenance of the CRM for one year following completion of the project.
Please check attachment for project scope…
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