I am seeking someone to set up a CRM for my business. We are in the corporate apartment accommodation business and we have a software platform which handles all our bookings and invoicing etc but unfortunately it doesn’t have an CRM facility. At this point of time I only want to capture the enquiry details and be able to monitor the follow up (all correspondence to the contact) and where we get our enquires / leads from, the success of those leads and who with in the company is getting success. In addition we use Microsoft Outlook 365 for our emails and I want to continue using that platform but have the facility so we can capture the email content and contact within the CRM. I look at another CRM called Insightly which did a good job of this but couldn't give us all we wanted. It embedded an app in the Outlook emails and by clicking on it, it would give you the option to copy the email and contact details into the CRM. We don’t require much more than what Insightly has to offer but I thought if we could set up Salesforce (although we would be limited to [url removed, login to view] or "Group" edition due to subscription price) in a simply way almost mimicking Insightly (as it is easy to understand and use) I could then have a platform that we can build on at a later date. The information I want to capture and report on is demonstrated in the attached chart. Please get back to me with your comments, a quote to do the work and any questions.
Bu iş için 5 freelancer ortalamada $454 teklif veriyor
Hi I am salesforce certified developer and administrator. I have gone through your requirements. I can help you with the setup of [login to view URL] requirements. Thanks in Advance.