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.


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


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

$1500 USD in 30 dage
(7 bedømmelser)

Hi, We can do this job. Check PMB.

$1200 USD in 45 dage
(27 bedømmelser)

can be done.

$1500 USD in 15 dage
(27 bedømmelser)

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)

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

$1200 USD in 20 dage
(5 bedømmelser)

Hello. Please see PM.

$798 USD in 30 dage
(5 bedømmelser)

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

$1300 USD in 30 dage
(2 bedømmelser)

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

$1250 USD in 20 dage
(1 bedømmelse)

Please see the PM for more details.

$1000 USD in 45 dage
(1 bedømmelse)

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)

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)

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)

Kindly check PM for more expertise in sugarCRM

$1400 USD in 15 dage
(0 bedømmelser)