Hourly - Est. Time: 3 to 6 months, Less than 10 hrs/week -
I am getting my company setup on the salesforce platform. I am looking for an experienced partner who can implement what we need but also provide creative solutions based on experience.
Our biggest challenges currently are creating reports to extract the data that we need and organizing our fields and layouts so that we gather the proper information in the most efficient way.
I would like to work with somebody on an ongoing basis that can help us set it up now and be available for ongoing maintenance into the future.
Thanks and looking forward to hearing from you.
I own a manufacturing company which creates very custom products. I want a robust workflow management and CRM system that interfaces both with the customer, and the sales, design, fabrication and assembly teams to automate the process.
I have been advised to consider salesforce, perhaps sharepoint, or a variety of open source CRM and workflow tools. I am looking for interesting proposals on how to accomplish this.
The system will be a hybrid of CRM and workflow management. I suspect something similar exists and can simply be adapted and tailored to meed our needs.
I have attached some documents outlining both what we do currently, and how I'd like the eventual system to operate... you will find the details of the need there, as well as some times for your proposal.
I'm looking for both an initial ballpark cost, and an ongoing fee for improvements once implemented.
We are a small company, and have used various freelancing platforms in the past with much success... looking...
Hourly - Est. Time: Less than 1 week, Less than 10 hrs/week -
Need help in planning out and implementing Zoho CRM for Digital Agency
We are a small Digital Agency with 5 users and a simple workflow
The main help we need is related to creating automation/workflow rules related to Cases - for example, when a case for a certain type of issue is opened, route it to a specific individual
Please respond only if you have 4.9 stars or higher and a minimum of 100 hours of Zoho CRM related work done. Thanks
Hourly - Est. Time: 1 to 3 months, 10-30 hrs/week -
Link Labs is an rapidly growing, early stage company based in Annapolis, MD. We need someone to help us set up a CRM system to manage our global lead/prospect/customer pipeline as well as how it would feed into our as yet to be picked ERP system. We like Zoho and need someone to help us implement a system as well as to help us manage and evolve the system over time.
Looking for options around who can help with a potential project around MS Dynamics integration,
Set up Dynamics CRM Server
Set up USD Clients
Use USD SDK with 3rd party web/api from another vendor.
Ability to pass information back n forth and access client records from CRM
Any CTI hooks/SDK USD CTI knowledge within Dynamics USD is advantage
Ability to consume web component in USD (this might be one way of incorporating 3rd party controls)
Will be working with team to use the CTI API in USD with another voice platform (which is web based and completely open standards).
Probably a few days to a few weeks and project is UK based so please bear that in mind. Nothing ruled out but useful suggestions accepted.