İptal Edildi

Vtiger on Demand setup - repost

we purchased a Vtiger On Demand account recently. We imported 13K leads from our existing Goldmine CRM. We need some simple setup modifications that will smoothly move the sales process and utilize the existing functionality of the Vtiger On Demand.

Item Description

Work Screen Screen that displays a list in separate blocks Lead, Suspects, Prospects, Opportunities, Task. These categorization should match vTiger reporting for graphics and reports for productivity and campaign analysis. The list should display contact info(Company, Contact, phone, email)

Action Block To the right of an open contact should be a list of actions: Schedule call, email, email templates, etc. These will be the "key" actions reps will take on any given record.

faxing We need to be able to fax information to contact

Dash board Showing Analytical data on Leads to Suspects, Suspects to prospects, prospects to opportunities and Opportunities to Accounts

quotes/Service Fields For each product. And on these the opportunity turns to an account the Quotes they have accepted become part of accounts services.

Work-Flow Triggers Leads> sent Overview move to suspect, schedule call back for rep to "Set Prelim Call"

Triggers Suspect> Sent Business Model move to Prospect, schedule call back for rep to "Set On-boarding Call"

Triggers Prospect> On Boarding Call Completed move to Opportunity, schedule call back for rep to "Set On Boarding Date" Schedule Task Agreements Received For rep.

Triggers Opportunities> Agreements Received Task Received move to Accounts, schedule call back for rep to "Setup Training Dates"

We have now installed Vtiger on a hosted site and we have access to the vtiger code. We no longer have an issue with faxing. We have a few other setup issues that we need to resolve.
1.
The below error message appears from time to time and need to be corrected.


2.
We have uploaded some documents to Vtiger (internal) but when we manually send mail it doesn’t show us the internal documents it only shows us a browse for our local hard drives. We need to be able to attach documents to emails from the documents on vtiger.

3.
We want to attach documents to email templates.
4.
When I create a LEADS filter and designate it as PUBLIC the sales person (Toni) is not seeing the filter.

5.
We want to be able to edit LEADS from the main LEADS list without having to display the LEAD INFORMATION DETAILS. See image below of LEADS list.


6.Google calendar sharing with my calendar
i. John Goodyear wants to show his calender availability and the meetings that the CRM sets has scheduled for him on the CRM. I do not want to show his other appt in the CRM but simply show them as no availed.
2. Allow editing of list screens
3. On the list screens for each “bucket” and Call Backs
a. To the right in the little task box we need to add key action buttons
i. Requested Overview
1. Require Full name, email or fax
2. Change status to Suspect
3. Set Call back for Toni in 1 days (Did they get and print Overview)
4. Set Call back for Toni in 3 days (set Preliminary Call)
a. Repeat this in 7 days and 21 days
ii. Schedule Call Back ?
1. Open screen to allow for custom call back
iii. Left Message
1. Call back set for 8 days
iv. Requested Business Model
1. Require Full name, email or fax
2. Send Business Model
3. Set Call back for Toni in 1 days (Did they get and print Overview)
4. Change status to Prospect
5. Set Call back for Toni in 3 days (set Preliminary Call)
a. Repeat this in 7 days and 21 days

4. If a meeting is set send a meeting confirmation in the day it is set and a reminder 24 hours before Meeting

5. When a company is opened for editing and showing all the fields displayed
i. Left Hand Box with the Google “street view” of the location,
ii. Left Hand Box with Google search results for the business name, in that zip code
iii. Left Hand Box listing our clients in the same area code. It will display the Company Name, Contact Name, and total Amount summed of declined and collected for that location for the last 3 months. Sorted by the highest to lowest amounts


Beceriler: PHP, vTiger

Daha fazlasını görün: services agreements, service agreements templates, product sales reps, on demand screen, on-board services, lead to quotes, in demand, crm on demand, sales rep company, quotes leads, on-demand, demand, demand for graphics, business setup, business process model, business process graphics, call flow sales, call vtiger, php call flow, analytical reports, crm opportunities, email campaign templates, call process lead, prospects leads, simple call flow

İşveren Hakkında:
( 21 değerlendirme ) Concord, United States

Proje NO: #4407763

4 freelancer bu iş için ortalamada 244$ teklif veriyor

technokrafts

Hi, Please check PM. Regards, Jerry

in 4 gün içinde275$ USD
(33 Değerlendirme)
6.0
auriclesoft09

Hi! Here is our Proposal. More on Personal Message. Thanks and regards, BDM Auriclesoft

in 15 gün içinde240$ USD
(24 Değerlendirme)
5.6
otssolutions01

Hi, We are a 10 year old professional IT software company. We would like to work on this project. Please find more details in your PMB. Thanks.

in 3 gün içinde140$ USD
(1 Değerlendirme)
4.8
riyazah18

Hi i can modify the vtiger CRM and i also did it . im intresting to do ur work

in 15 gün içinde242$ USD
(0 Değerlendirme)
0.0
acs12

Hi We are a software company who are in the business of synergizing our services as per our Clients' needs. Hence we are really interested and confident to deliver this project. For more details please refer our Daha fazlası

in 20 gün içinde220$ USD
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MettHSxKrQxO

Hello, We are freelance software developers. If you contact us, we can give a quote for your project and we can discuss the details. w w w . so l ve r . i o

in 3 gün içinde154$ USD
(0 Değerlendirme)
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