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.
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.
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.
13 freelancers are bidding on average $1208 for this job
Hi, We are experts for SugarCRM and provided SugarCRM solutions to many clients. Please check PMB for full details. Thanks, Navaratan Technologies.