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Help with CRM

I am looking to generate weekly sales reports in dynamics, and want someone to help me create a sales report template to show number of leads generated leads that turned into appointments, and appointments that turned into sales, as well as all the ratios in between for each individual sales person and as a team. I want this to integrate to great planes which is linked to Microsoft Dynamics where it shows on the sales per person per week, year to date, and average job size.

I also need help after a sales in converted in tracking the process of fulfilling the job and being able to assign work to a production staff and if work is not completed on time an alert is sent to the manager to show that we are going over our deadline for completion.

Færdigheder: CRM, Dynamik

Se mere: production tracking template, looking for a sales manager person, crm time tracking, crm microsoft dynamics, Microsoft Dynamics, Microsoft Dynamics CRM, help i need a manager, dynamics crm\, Crm Microsoft , CRM Dynamics, microsoft crm tracking, dynamics crm create, help crm, crm job tracking, sales manager crm, generate leads appointments, date week year, generate appointments, appointments week crm, microsoft crm dynamics, work sales need help, job leads template, sales person tracking, leads crm, microsoft crm dynamics integrate

Om arbejdsgiveren:
( 19 bedømmelser ) Scottsdale, United States

Projekt-ID: #6007251

17 freelancere byder i gennemsnit $1529 for dette job

qitsol

A proposal has not yet been provided

$1578 USD in 20 dage
(29 bedømmelser)
5.7
thecrmsolutions

Dear Sir / Madam, This is Zahid Wakil Rao & I am Microsoft Dynamics CRM Certified Technical Consultant at The CRM Solutions. The CRM Solutions provides technology & business process consulting services to companies Mere

$1250 USD in 21 dage
(2 bedømmelser)
4.0
fm102

Hi, I work for a Microsoft Gold Partner specialized in Microsoft CRM, I worked on MS CRM projects for seven years now. please check my previous work for reviews on CRM projects. I have completed several CRM Projects wi Mere

$1200 USD in 50 dage
(6 bedømmelser)
3.8
mosiddiqui

Hi there, What version of Dynamics CRM and GP are you on? I can help you in developing and integrating with GP but I need a little more details for complete understanding of the work. I am in Florida, USA (EST Mere

$1222 USD in 10 dage
(2 bedømmelser)
3.3
firozct

Hi Sir/Madam, It was nice to see you here on Freelancer.com. I am working as a Mircorsoft Dynamics CRM consultant in a Multi-national company here in Bangalore, India. I do have experience in designing and implem Mere

$650 USD in 7 dage
(0 bedømmelser)
0.0
subhanimshaik

Hi, My Name is Subhani from JSON Consulting we are IT Consulting and Development firm located in India. Our Core area of experience in Development on Microsoft products like Dynamics CRM and SharePoint. Our expert pro Mere

$1333 USD in 15 dage
(0 bedømmelser)
0.0
ExcellenceITSol

Hello Sir, I have gone through the details. we can show this system as per your time availability. we have all the features what you are expecting in your requirement. Do let me know when we can discuss this i Mere

$2631 USD in 30 dage
(0 bedømmelser)
0.0
webdonejob

Hello, I am interested to your job position and I think I am suit for that position. I got lots of experiences in PHP , java, J2EE++,C#, Visual Basic knowledge and java, .Net,Python,Django, ASP.NET,ASP,SQL ,Crys Mere

$444 USD in 10 dage
(0 bedømmelser)
0.0
WorkXpressPaaS

!! **We are a US company with an 13 year history of developing cloud-based custom software solutions for a diverse client list**!! After reviewing your post, I am confident that we can develop and deploy a custom CRM s Mere

$5154 USD in 10 dage
(0 bedømmelser)
0.0
Priyashakty

A proposal has not yet been provided

$555 USD in 10 dage
(0 bedømmelser)
0.0
Toniparker22

Dear sir. I read attentively the requirements on your project and can say that the price which you propose for it's execution are less that it is. My rate is approxinmate on your project because it is necessary t Mere

$4444 USD in 40 dage
(0 bedømmelser)
0.0
otssols

Hi, Thanks for your post! As per my UNDERSTANDING : : Details provided by you are very limited so please share the detailed requirement so that we can evaluate and provide you our understanding on the same__We are comf Mere

$927 USD in 15 dage
(0 bedømmelser)
0.0
dogradiwakar

A proposal has not yet been provided

$944 USD in 10 dage
(0 bedømmelser)
0.0
buraqtech

1. Invoicing App We already designed and developed a complete online invoicing application in which currently we are handling these modules 1. Place New Order (phone order page from sample) 2. Pending Orders 3. Shi Mere

$994 USD in 22 dage
(0 bedømmelser)
0.0
eComOS

Dear sir, I will complete your project within 3 weeks, LIFETIME free bug guarantee and provide ONE YEAR support... I have gone through your outsourced requirement "Help with CRM" and have analyzed that I have right Mere

$1405 USD in 365 dage
(0 bedømmelser)
0.0
TheInnoVibes

Hello sir , We are a hard-working web-development company working on core PHP And Wordpress projects . We can develop cross-browser, W3C compliant good quality professional websites. We have gone through your requi Mere

$773 USD in 10 dage
(0 bedømmelser)
0.0
Jurrrban

Hello, I'm Microsoft Certified Dynamics AX developer with 2+ year experience. As i understood, need to create new report in Dynamics AX as per your requirements. So, i have some questions. Which Dynamics Ax and CRM Mere

$500 USD in 10 dage
(0 bedømmelser)
0.0
netsoft22

Dear Prospect Hiring Manager. Thank you for giving me a chance to bid on your project. i am a serious bidder here and i have already worked on a similar project before and can deliver as u have mentioned I have Mere

$555 USD in 10 dage
(0 bedømmelser)
0.0
houdeani01

Hello, I have written many reports for Dynamics CRM and am very confident I can write the report your looking for. I would like to know what you mean as far as the integration goes into GP, could you please elaborat Mere

$1388 USD in 10 dage
(0 bedømmelser)
0.0