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Sugar CRM Setup and Customization

I am looking for a professional sugar CRM expert that can help setup my companies’ CRM from scratch. Please have ample experience in Sugar and show me your previous experience.

I need to import my leads list into Sugar CRM. You will need to create new fields to bring in all my data. I have fields like first name, last name, company, email, direct phone number Job title, gender, business phone, fax website, All address info, Employee size, Sales volume, and a few other attributes.

I will need to be able to import leads like this all the time from an excel spreadsheet.

I need to setup email marketing campaigns that will be use to email these leads. We are soliciting a recycling service to fortune 500 companies. When the lead responds we will bring them in and convert them to an account, contact, and opportunity.

Scheduling:

Once a lead confirms that they are interested in service, I would like a way I can schedule them in and assign the right employees for the job. I would like to have a calendar where I can see the schedule so I can schedule other people in. I would like to assign certain trucks for each job.

Once a job is scheduled I would like automatic emails being sent out notifying the account the date and time that we will be out at their location

Once a job is scheduled I have automatic paperwork that need s to be generated so the driver knows where they will be going and what they will be picking up.

I will need the employees notified and have them tasked in their outlook calendar that they are scheduled for the service job.

I have a few landing pages with quote forms that leads fill in. I would like these leads to be automatically placed into sugar crm and created into an opportunity and notify the sales person a new lead has been received.

I would like to be able to track my sales peoples response rate and their win loss ratios.

Work flows:

1. Reminders that opportunities are becoming stagnant.

2. Automate email generation to accounts when they have not been contacted in over 4 months

Please place your bids for this job.

Outlook integration: I would like to be able to have sugar integrated with outlook. I am using Exchange server.

Færdigheder: CRM, MySQL, PHP

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Om arbejdsgiveren:
( 29 bedømmelser ) Philadelphia, United States

Projekt-ID: #971978

13 freelancere byder i gennemsnit $1208 for dette job

acumensofttech

Hello, Pls check pmb for more details. Regards Sourav Acumen Consultancy Services Pvt. Ltd.

$1500 USD in 30 dage
(7 bedømmelser)
5.9
silv3rm00n

Hi, We can do this job. Check PMB.

$1200 USD in 45 dage
(27 bedømmelser)
5.5
scriptphp

can be done.

$1500 USD in 15 dage
(27 bedømmelser)
5.3
navaratantech

Hi, We are experts for SugarCRM and provided SugarCRM solutions to many clients. Please check PMB for full details. Thanks, Navaratan Technologies.

$799 USD in 15 dage
(8 bedømmelser)
5.0
Linsam

Hi, I am interested in doing this project, and ready to start now. Thanks

$1200 USD in 20 dage
(5 bedømmelser)
4.8
crmexpert25

Hello. Please see PM.

$798 USD in 30 dage
(5 bedømmelser)
3.8
sunnyc

Hi, Ready to start now. Please check your PM.

$1300 USD in 30 dage
(2 bedømmelser)
3.0
koolpanda

Hi there, please check my private message. It includes my credentials.

$1250 USD in 20 dage
(1 bedømmelse)
2.9
dhavalpatel1

Please see the PM for more details.

$1000 USD in 45 dage
(1 bedømmelse)
2.3
swinteractive

We are domain experts with years of experience in design and development. Please check you pm for reference and details. Thank you

$1280 USD in 15 dage
(0 bedømmelser)
0.0
ashesh17jain

Hi, We are a team of developers and designers who are in this field from more than 10 years. We are a web design and Development Company, providing web development in PHP, CMS based websites, E-commerce website, web de Mere

$1299 USD in 20 dage
(0 bedømmelser)
0.0
quaditworld

Hello, Quad IT World is an established web development company delivering web development services and software solutions of any complexity to [url removed, login to view] in IT business for over 5 years,now we have a strong team Mere

$1178 USD in 35 dage
(0 bedømmelser)
0.0
azharkadri

Kindly check PM for more expertise in sugarCRM

$1400 USD in 15 dage
(0 bedømmelser)
0.0