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Build Database CRM

Overview

We are a Financial Solutions Company and have numerous customer records that we have acquired over the years from a variety of sources, somewhere in the region of 40M.

These records are used for a variety of different campaigns for SMS, Email and Voice campaigns, across different product ranges.

Requirements

We require a simple database structure to keep a timely record of all this, allow for further imports and also simple look-up and reporting.

All the data to be imported will be in the same format, with a template to be agreed with you for column headers etc.,

The first column will be the date that data was received, the file date; the second will be a file label specific to the source and date.

Thereafter all columns will be specific to the client such as Name, ID Number, Contact information etc......

Import Data

After every imported a file, a report/export needs to be produced, based on the clients ID Number showing duplicates imported.

This will show the file date of ALL the previous dupes as well as the source and file label.

Any record will never be overwritten, just simply updated with the information for that client based on the most recent file date.

It is possible that clients will have multiple contact numbers, particularly cellphone.

The primary cellphone number will be again based on the last file date, and each time a new cellphone is added for the client, the previous one, becomes the secondary number and so on, keeping up to a maximum of ten contact cellular numbers for the client.

Campaigns

Each client will have a table showing all the Campaigns available and when they were contacted by SMS for each.

When an SMS is sent we need to be able to update the table with a bulk update.

Typical campaigns would be, but not limited to Debt, Cellular, Loan, Life Cover, Funeral etc....., with the ability to add campaigns as required.

Export Data for SMS

We need a select tool based on a number of records required.

Say we select 200,000 records to be sent an SMS for a LOAN campaign, the database needs to return the ‘next’ 200,000 available based on previous campaigns, this ensures we are not hitting the same client over and over.

For example, if we write a rule where a client is contacted every three months, then this is campaign specific, so they’ll be contacted for say debt every three months, but could end up getting four different sms in one month across different campaigns.

The export tool can also have other criteria such as age min/max.

When we refer to records, this is based on cellphone number rather than client.

Also want a simple export tool that will export JUST cellphone number only in ascending order in batches of say 100k.

Blacklist

This is campaign specific.

When replies are received, to opt-out etc, we need to match the cellular number and campaign, then add to that campaigns blacklist or opt-out.

When exports are run to send SMS any number contained in the blacklist for that specific Campaign must be EXCLUDED from the export.

CRM

This is additional information based on the client ID Number.

Where the client purchases a product, we need to add this to their portfolio, ideally selecting the product from a drop-down list, stored in a table.

This makes it easier to add products in the future etc. as required.

We need to capture the Company who made the sale together with the Agent and their Manager.

In addition, payment information will be received in excel/csv format which we need to link to the client and have a payment history.

Need to be able to pull reports for commission based on successful sales, that being where payment has been received. All first payments need to be reported as a matter of course across all products as these are the main drivers for commission.

Basic reports generic reports need to be built.

Beceriler: CRM, Excel, Microsoft Access, MySQL, PHP

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İşveren Hakkında:
( 0 değerlendirme ) Johannesburg, South Africa

Proje NO: #19258625

Bu iş için 25 freelancer ortalamada £284 teklif veriyor

KESHAVINFOTECH

Hi There, Thanks for your valuable time. :-) Please check below points : 1. Overview We are a Financial Solutions Company and have numerous customer records that we have acquired over the years from a variety Daha Fazla

£150 GBP in 3 gün içinde
(653 Değerlendirme)
8.6
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 Daha Fazla

£222 GBP in 3 gün içinde
(241 Değerlendirme)
8.6
VirasatSolutions

Hello, Greetings for the Day! As you require a simple database structure to keep a timely record of all variety of different campaigns for SMS, Email and Voice campaigns, across different product ranges that allo Daha Fazla

£594 GBP in 9 gün içinde
(100 Değerlendirme)
7.9
junkyfunky

Hello, I've read your project description and I want to tell you that I can build a CRM database for your Financial Solutions Company for you as per your [login to view URL] have a quick chat to discuss this project. Daha Fazla

£90 GBP in 15 gün içinde
(148 Değerlendirme)
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Tanmoy236

"""I am an Excel Expert with Professional experience working with Excel both with Formulas and Macro. Working with complicated formula and Developing Macro programs are part and parcel of my daily work. Completed m Daha Fazla

£150 GBP in 3 gün içinde
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6.8
workerbee1974

Good Morning my name is Donna. I have read your project description and feel with detailed instruction I can build a database to your vision. I have been an database developer for 19 years.  I design, develop, test, im Daha Fazla

£250 GBP in 10 gün içinde
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6.6
durgesh8527

Hello Sir/Mam, I have read your post requirement for the "require a simple database structure to keep a timely record of all this, allow for further imports and also simple look-up and reporting. ". Now I have some que Daha Fazla

£150 GBP in 5 gün içinde
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6.4
expertcoder1vw

I'm an expert database developer and can develop this CRM software for you to your specifications. I can deliver in 2 - 3 weeks. Good qualtiy work done. Thanks for considering my bid. -Steve

£250 GBP in 15 gün içinde
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alaeddindhahri

Hi, I'm a senior databases developer. I have developed multiple CRMs, Inventories and Information Systems from scratch using Ms Access, SQL and VBA. I have read your project description and I'd like to help you devel Daha Fazla

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ArkssTech

Hello Manager ,   Hope things are going well in your life!!   We are a team of 50+ individuals highly experienced in creating wonderful Web applications and apps for our clients to increase their business and to he Daha Fazla

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zu02

Hi, there I hope all's well with you. I see you'r looking for a developer proficient in Ms Access/VB. I can build very friendly ms Access app for your Financial Solutions Company . I'll detail . I'm Ms Acces Daha Fazla

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Grunty

Hello, With all due respect, I think you've mistaken the budget range for which you require such an extensive list of functionalities. Anyway, I make you an offer for a much better price than the real value the funct Daha Fazla

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bluesea1990

I'm powerful database manager and data mining expert.. Well designed SQL will make your project useful and powerful. I can make nice SQL for your project. I'm software engineer,fullstack web developer, java, C&C++ p Daha Fazla

£150 GBP in 3 gün içinde
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TomorrowlandAB

Hello I have hands-on experience of 8 years, in designing and development of the websites, I have gone through the requirements and realized, I am the right fit with experience, skills, and technology needed to comp Daha Fazla

£150 GBP in 3 gün içinde
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4.6
coolmob0816

Hello Dear. I am a senior developer has many experiences for over 6 years. I am very familiar with Microsoft sql and mysql. I am sure I can deliver high quality result. If you want to collaborate with me let's disc Daha Fazla

£150 GBP in 3 gün içinde
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AltisSoft

Hi Developed many similar CRM applications. Just check some of the similar sample screen shots from our freelancer portfolio. Will design your software in a very user friendly manner so that even a lehman can start Daha Fazla

£833 GBP in 10 gün içinde
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hharrati

Dear Sir, Madam, I am proficient in MS ACCESS and have long experience developing applications with. Looking forward to work with you. Thanks and regards.

£166 GBP in 15 gün içinde
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akodonex

I Prepares source data for computer entry by compiling and sorting information; establishing entry priorities. Processes customer and account source documents by reviewing data for deficiencies; resolving discrepancies Daha Fazla

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Metaoups

I have pre-build similar solution. if you are intersted i can demo you. it comes with subscription module as build on cloud platform called salsforce.com. let chats for further details.

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brainOmind

Hi, I am precise and accurate with the given work. I am also deadline driven and work hard to complete assignments in a timely manner. My dedication attention and organization contribute to my professionalism. I consi Daha Fazla

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