Lead Management

After receiving advise from a few coders, I have chosen to lower the maximum bid to $3,500. I am told that this project can be easily with far less than even this amount. I am looking for some type of software which would automate and maximize our Lead Department. Leads are printed on 4x9 pieces of card stock. My company outsources these and they come back to us at the rate of about 1000 per week with bar codes on them. I am looking to scan these leads as they come in. Then scan them as they go out to my agents. When the agents return them they are classified as re-works, x-outs, or sold. My leads come from four different media sources: TV, Telephone, Mail and Internet. The mailers are the only leads with bar codes on them. I would like to be able to label the others and keep them in the same database. My reason is three-fold; it would allow me to better organize and know how many leads I have per zip code, it would give me the ability to do analysis of how many sales I get for each category, it would allow me to compile lists for future mailing, dialing, etc. I do not have any equipment right now, except two computers which I plan on dedicating to this project. They are Pentium III's and have a sufficient amount of memory. I do not have any scanners. I would like to purchase one scanner which would be handheld and allow me to scan the bar codes. The mailer distributor I am using is prepared to send a file for each mailing they to which would have the information for the bar codes. The file is to arrive as a comma delimited file and we will then use the bar code to match the card with the name in the database/ I am starting completely from scratch. There is nothing in place right now except a pile of cards that we count and file every week. I do use Street Atlas USA as a map to locate how many leads I have in a given region. I want to update the system so that I can use a map which would automatically import how many leads I have per zip code so that I can distribute the leads to each agent. My company is prepared to spend over a million dollars in leads this year. I have found that if I can turn over leads within a week of receiving them I can reduce that amount by at least 25%. This is my goal. ## Deliverables Many of you have asked for a picture of the leads. I am not willing to give this out. But I will explain to you what they look like. There is an address and postal bar code on one side, which the potential client signs and writes their birthdate on. Then on the other side of the card is a return address and a bar code which correlates to the name in the system. I am not aware of what type of bar code it is at the current time, but I am working on finding out. The Lead Generation Process is run as follows: I go to my list of how many leads I have for a given zip code. I am allowed to mail each zip code 4 times a year through each company. I use two companies, and so I mail each zip code 8 times a year. I am also allowed to dial each zip code once a month. We outsource both of these types of leads. I order about 50,000 mailers a week and 100,000 dialers a week. In about 3-4 weeks time I receive usually a 2% return on mailers. In one week's time I receive .005% return on dialers. My ordering process allows me to receive about 1250 leads back a week. My goal is to get all of the leads that come in, out that same week or by the next week the latest. This allows a better rate of sale. In order to get these leads out as fast as possible, I must find a faster and easier way to receive and distribute them. I give each agent a combination between these new leads and older reworks from past weeks. Once they are distributed, about 30 leads to 50 agents, an average of 1500 leads outgoing a week, I await what they are able to do with the leads. The agents will bring these leads back in three different categories; sold ( the person bought a policy) rework (the agent never had a chance to see this person face to face) and x-out (the agent saw the person and the client is completely uninterested). I must track each lead throughout the whole process. And as needed do reports on how many of my sales came from mailers, dialers, TV, or internet. I would like to also run reports on how fast I am getting these leads in and out. I would like to run reports as to how many sales I have per zip code. I would like to analyze the process so that I could make the process as effective as possible. 1) Complete and fully-functional working program(s) in executable form as well as complete source code of all work done. 2) Deliverables must be in ready-to-run condition, as follows (depending on the nature of the deliverables): a) For web sites or other server-side deliverables intended to only ever exist in one place in the Buyer's environment--Deliverables must be installed by the Seller in ready-to-run condition in the Buyer's environment. b) For all others including desktop software or software the buyer intends to distribute: A software installation package that will install the software in ready-to-run condition on the platform(s) specified in this bid request. 3) All deliverables will be considered "work made for hire" under U.S. Copyright law. Buyer will receive exclusive and complete copyrights to all work purchased. (No GPL, GNU, 3rd party components, etc. unless all copyright ramifications are explained AND AGREED TO by the buyer on the site per the coder's Seller Legal Agreement). ## Platform Microsoft Windows 2000 and Microsoft Access preferably because I have experience with Access, but if you think I would be better off with something else, I am willing to switch.