Færdiggjort

CRM for small consulting business

I am looking for someone who can recommend and implement a CRM system customized to my needs.

We are 2 consultants supported by one business manager. We provide workshops on team effectiveness for executive teams in large companies worldwide. Some leads come via the organization that we are affiliated with ([login to view URL]), most leads come from ourselves (network, LinkedIn, referrals).

I need to improve my current CRM system. I need to be able to track current clients (to sell more workshops) and potential leads. I need to track contacts via mail and phone. Set reminders to contact leads. I need to be able to run reports to see who I know in a certain company, country, etc. And I need to be able to use the database of clients and leads for mailings. All standard stuff.

Here is the tricky piece: I have to use the Salesforce account of the Table Group ([login to view URL]) to report sales. But it is not necessarily set up for my needs and I cannot make any changes to the account. They are upgrading to Lightning in a couple of weeks - so that will be the standard. So I need advice on whether I should have my own system, which then syncs with Table Group Salesforce. And I am looking for a really smooth process without having to enter data twice. Linking to LinkedIn, Outlook, mailing database, my contacts, etc. Setting up reminders so I get them in the most convenient way, etc.

That is why I am looking for someone who can map out my process, figure out the options and recommend the right plan. Though the business is small, I am looking for a super optimized process.

Evner: CRM, Laravel, PHP, Salesforce.com, Software Udvikling

Om arbejdsgiveren:
( 9 bedømmelser ) Hellerup, Denmark

Projekt ID: #19970471

Tildelt til:

LeadSoft

Hello, I own a software development company in Romania. I propose the use of a centralized system that we can develop in Laravel. This will communicate with Salesforce, outlook, linked in and all the other platforms Flere

$58 USD / time
(46 bedømmelser)
8.2

59 freelancere byder i gennemsnit $52/time for dette job

bhardwaj786

Hello, I have checked your requirement to optimised CRM based on your requirement, I have been experience with the CRM customisation as I have worked on following CRM like CIVICRM, ZOHO, hubspot etc, I will assure you Flere

$50 USD / time
(614 bedømmelser)
8.7
TenStar718

Hello, and thanks for the opportunity to bid on your project. Please check my portfolio and reviews from other customers https://www.freelancer.com/u/TenStar718.html I am an expert in many different area’s of web Flere

$50 USD / time
(242 bedømmelser)
8.7
emizentech

Hello, Greetings! Yes, we can help you to work on your CRM application project. We have the required skill set and past CRM application development experience using PHP. We are applying on this job due to 6+ y Flere

$50 USD / time
(573 bedømmelser)
8.9
arhamsoftltd

Good Day, Hi, I got you and I can guide you with a full solution regarding your business which will be fully optimized and you will not have to worried about entering data and tracking them, you will have a solution Flere

$58 USD / time
(181 bedømmelser)
9.3
programmatis

Hello, My name is Joseph. I am a Full Stack Engineer and the owner/operator here at Programmatis. Please consider me and my team for your project and don’t forget to check our portfolio to see our latest reviews as Flere

$50 USD / time
(24 bedømmelser)
8.3
WhizPool

Hello, What i have seen from your description, you need highly customized solution that is the best optimized for your business. This cannot be done in a ready made CRM nor does any CRM has this kind of flexibility. Flere

$50 USD / time
(35 bedømmelser)
8.2
augurstech

Dear Employer, Greetings from "One of the Top Preferred Freelance Firm! Thanks for sharing your requirements with us. For your project scope, I would be really glad to let you know that you can Flere

$50 USD / time
(182 bedømmelser)
8.8
vpnsolution

Hi Brian, If you do not mind, shall we have a quick discussion about the functionalities you want so that I can prepare a google doc including time estimation and will forward it to you for your approval. Moreover, Flere

$50 USD / time
(322 bedømmelser)
8.0
visionvivante

Hello, We have personally gone through your complete CRM based requirement and can understand that you need to manually manage the CRM to manage leads and update to the database. Based on your mentioned features Flere

$50 USD / time
(74 bedømmelser)
7.7
latatestTech

With Freelancer Preferred badge bound to give 100% Quality (Let's Chat) Hello, A great team is here for your service!! I read the project description properly, and I agreed to fulfill 100% of all your requiremen Flere

$50 USD / time
(165 bedømmelser)
7.9
superman1987417

Hi, Dear client. Thanks for your job posting. I am expert web developer with 20 years experience. I can finish your project perfectly and quickly. Please contact me and let me know details. Regards.

$50 USD / time
(77 bedømmelser)
7.5
gotucat

Hello I'm interested in your project,I have few questions would like to discuss with [login to view URL] send me a message so that we can discuss more. Thank you

$50 USD / time
(88 bedømmelser)
7.5
nataliaomelchenk

Hi there! After carefully reading your job description, I am very impressed with your project and now have a full understanding of it. I specialize in full scale of web design & development, including ASP.NET, C#, PH Flere

$50 USD / time
(64 bedømmelser)
7.6
liangjongai

Hello, sir. I am interesting in your project. I mastered developing CRM system. I can customize to your needs. I have many skills and experiences in CRM system. I will provide you customized CRM system which will sat Flere

$55 USD / time
(265 bedømmelser)
7.9
widadsaghir1993

Dear client here is one of experienced CRM expert with 8+ years of experience. I can show my past work while chatting or calling with you. Please contact me now and let us discuss more in detail Thanks I will wait for Flere

$50 USD / time
(91 bedømmelser)
7.3
bmartynvw

Hi, My name is Benjamin. I'm a expert solution architect with over 14 years of experience. I can either recommend an existing solution, or design and develop some custom tools to ensure your process works efficient Flere

$50 USD / time
(38 bedømmelser)
7.4
technovicinity

Hello, First of all, its my pleasure to bid on your project, I have gone through your requirements and understand that you need a CRM developed for your consulting business. We are a highly skilled team to provide y Flere

$50 USD / time
(84 bedømmelser)
7.2
AdeelAslam4

Hi there, I can help you out with the CRM system. I’d like to review your current CRM system. In that way, I’ll be able to map out the entire process in a better way. Let me know when you’re available so we may di Flere

$50 USD / time
(36 bedømmelser)
7.0
anatolygenay123

Hi, How are you? Greetings from Yoshida in Japan! ⭐24hours communication, if you need, I can work as full time⭐ I’ve carefully gone through your job post. I feel very confident on your project and You will get the "B Flere

$50 USD / time
(54 bedømmelser)
6.8
codemile

Hey there, Reviewed your description and basic requirement is quite clear to me. However I would like to have a discussion with you regarding the features to be implemented to your website. Please initiate a CHAT t Flere

$50 USD / time
(39 bedømmelser)
6.9