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327372 New CRM vtiger sugercrm ect

We need a CRM and are open to which software depending on which company can match it to our needs. We currently have a 5 user license with Microsoft dynamics but do not feel it's a good fit. In the limited research that we have done we think vtiger with the outlook add-on or sugercrm might be a good fit, (we utilize Microsoft office and have exchange running) We would like to see all emails with clients in CRM but not a 100% requirement.

The biggest problem is we have very different sales paths (automation and statuses) that depend on 2 main divisions and 3 main product types. WE were thinking we may need 2 different crms setup and keep these separate. That is not a preference as there is cross selling between them and would like to see if clients have other services. If needed for statuses and ease of use it is a option to have 2 separate systems. If it is possible to setup different automations dependent on which products are ordered that would better.

However there is a issues even if there is 2 crms and in the division one we can have both products happing simultaneous and how would that work with the sales statuses.

Example a simple lead pr opportunity may have a merchant account which is in phase “waiting on approval” and a corporation that is in status “Bank Application Submitted to bank “ how can a account have 2 different statuses? Do you see a way to work with this? Once a account is established if they have new orders how then does it go through the sales automation?

Division 1 is split into 2 main products

Merchant account

Corporations/ foundations

Division 2

Internet sales

We have several products but we can utilize one sales automation if necessary

Division 1 info

Fields

Standard Fields

First Name

Last Name

Company

Email

URL

Phone

Mobil

Fax

Other

Address Info

Address

City

State/Region

Postcode

Country

Merchant Info

Solution (list Affiliate ID if applicable)

Referral Agent

Rates

Other

Corporation / Foundation

Corporate and or Foundation name(s) (There needs to be a least 4 spaces available for different names) (searchable)

Date corporation or foundation was registered ( This is a product but We NEED to be able to sort by this date. I do not know if needs to be a field or something under products we can do)

Statuses

Statuses Corporation / foundation

Application(s) Sent.

Application(s) returned

Application(s) filed with registry

Application(s) out of registry

Bank Application Submitted to bank

Bank Account Approved

Debit or credit cards issued

All documents sent to Client (Space for Courier & Tracking Number)

Statuses merchant account

Waiting on Application & Supporting Docs

(The below will be documents we will upload. There needs to be a place that they can be easily uploaded to the system. If possible somewhere to put check boxes but not a must. These will also be specific requirements dependent on “solution” market in the merchant account info above. If we cannot separate them out we may just leave this as a status only with no check boxes and we simply upload the documents.

Application

Articles of Incorporation

Passport

Utility Bill

Processing Statements

Banking Statements

Supplier Contract

Pharmacy License

Doctor's License

Wire Details

Other

Waiting on Approval

Integration

Work Flows

Merchant account

On each template email sent to customer telling of update.

Awaiting Application & Supporting Docs - (If not returned in five days or checked off notify account executive))

Awaiting Approval - (If not returned in five days or checked off notify account executive))

Integration - (If not returned in five days or checked off notify account executive))

Corporations & Foundations

On each status change a template email sent to customer telling of update.

Application(s) Sent. (If not returned in five days or checked off notify account executive)

Application(s) returned & filed with registry( if status not changed in 2 days notify account executive))

Application(s) out of registry (if status not changed in 5 days notify account executive))

Bank Application Submitted to bank (if status not changed in 10 days notify account executive))

Bank Account Approved

Debit or credit cards issues

All documents sent to Client (Space for Courier & Tracking Number or this could be where?)

Division 2

Felids

same as standard and address fields above.

Statuses

Lead –

Needs info Support –

Needs info manager –

quote sent -

Awaiting client info

Awaiting payment -

Closed

Workflows

Initial email is received in sales email and preferable a lead is auto created or emails sales rep who can create the lead

We have a template first response email that should come up that we edit per customer before sending.

Lead – After 2 days if status not changed Sends a template email to customer and puts task or reminder of follow up to account executive

Needs info Support – optional template email can be sent to customer and creates task and or emails support manager

Needs info manager – optional template email can be sent to customer and creates task and or emails sales manager

quote sent - After 2 days if status not changed Sends a template email to customer and puts task or reminder of follow up to account executive

Awaiting client info - After 2 days if status not changed Sends a template email to customer and puts task or reminder of follow up to account executive

Awaiting payment - After 5 days if status not changed Sends a template email to customer and puts task or reminder of follow up to account executive

Closed

Beceriler: Her şey Kabul, BPO, PHP, Betik Yükleme, Sistem Yöneticisi

Daha fazlasını gör: we need sales agent, vtiger exchange integration, utility automation, types of market research, task five, standard services contract template, standard contract example, services contract template simple, services contract template, script doctor, sales rep needed other, sales agent services, sales agent requirements, sales agent contract, registry utility, region bank, quote response template, quote a lead, problem statements example, problem statements

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Proje NO: #2073179