I am looking for someone with experience with sugar CRM to customize it to my liking.
We are using a VOIP carrier for our phone system.
Here is the process of how sales are generated and my requirments:
* I will have ~7-8 Sales reps and 2-3 verification reps.
* The sales rep will have all the information of the potential client(Lead) in front of him.
* There should be a click to call button so that the sales rep does not have to dial the number in a softphone.
* Once the sales rep makes a sale he will then put the client on hold and transfer him down to the verification dept.
* Once transferred, the call will connect to the verification rep that is availible or the call will be placed in a queue.
* Once the verification rep accepts the call, the clients information should pop-up so that the verification officer knows he he is talking to.
* The verification officer should also have the ability to record phone calls.
* Once the sale is done and verified, there should be a button that move that lead to a different database(Clients). This way we have a list of potential clients and a list of clients sold.
* After the confirmed sale, an order/invoice number should be automatically generated for that client.
* Sales agents should also have call dispositions(call back, not interested, answering maching ect...)
* Sales agents should have an option to view all call backs
* The sales that have been moved from the potential client list to the client list will be contact after 1-2 months from our other departments so i need them to be completely moved to a different setup.
* This setup is basically where our agents will make follow up calls and such, sales agents and verification agents should not be able to access them.
From this process, you will need to customize sugar CRM that is already installed on my server so that my agents can have everything in front of them in an easy to use manor.
14 freelanceria on tarjonnut keskimäärin 2100 $ tähän työhön
Hi, i am very interested to work on this project and can start immediately, please check pmb for the height of experience and quality of each project. Regards, Tarun
Hi, we have great expertise and experience working with Sugar CRM. Please check PMB to know more about our expertise and capabilities. Thanks, Ricku Lohar
This method is know as a click-to-call. I already have the extended module for sugar crm. The call module uses Asterisk as the PBX engine. It is fully compatible with your sugar crm. I could prepare a demo for you.
We are working in SugarCRM since version 4.X. We have 2+ years of experience in SugarCRM. Since we have worked in a similar job in the past, this can be done in a day. Thank you
We are logicnext softwares , please correspond to us through message board for details. More details on the product offerings and service on request. Sales team. LogicNEXT softwares