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Sugar CRM Customization

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.

Taidot: C-ohjelmointi, Drupal, PHP, Komentosarjan asennus

Näytä lisää: sale agents, rep am, pop sugar, maching, make follow call, follow phone call, follow call, dial sales rep, database queue, freelancer sugar, sugar, softphone, manor, looking sales reps, invoice front, departments, crm customization, placed call, crm order, looking sales rep, looking voip sales, voip server setup, queue php, looking someone phone calls, click hold

About the Employer:
( 59 reviews ) laval, Canada

Projektin tunnus: #479450

14 freelanceria on tarjonnut keskimäärin 2100 $ tähän työhön

webexpertz

Dear Sir, I am interested in your project and can be done with your 100% satisfaction. I request you to check your PM for our quality work. 50 Days development + 10 Days for testing + Bug Fixing. Progress Report Weekly Lisää

1500 $ USD 60 päivässä
(119 arvostelua)
8.5
Core100

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

3500 $ USD 50 päivässä
(12 arvostelua)
6.4
agriya

Can be done.......View PM for details........

2500 $ USD 40 päivässä
(6 arvostelua)
6.2
ManiksSoftware

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

3800 $ USD 45 päivässä
(5 arvostelua)
5.8
mindware97

We are a team of highly qualified professionals with years of experience in software development, web development, Graphics/Multimedia, articles/content writing and Data entry. We are dedicated to provide complete IT s Lisää

1500 $ USD 30 päivässä
(13 arvostelua)
5.8
riyoyo

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.

1250 $ USD 2 päivässä
(13 arvostelua)
5.5
saulwilliams

Hi, I have strong knowledge and extensive experience in development & designing. Please check PMB to see my past experience. Regards, Saul.

800 $ USD 30 päivässä
(23 arvostelua)
5.0
warlockleviathan

Hi. Customising sugar was pretty much the only thing I did at my previous permanent employer. check your PM

1250 $ USD 21 päivässä
(2 arvostelua)
3.4
get4code

we will do it

750 $ USD 20 päivässä
(1 arvostelu)
1.0
thecloudkernel

BPowerHouse is an Israel based premier specialist IT solutions and services company, that combines core technical expertise with a global business perspective. The company's key offerings include product development, m Lisää

1500 $ USD 15 päivässä
(3 arvostelua)
0.9
ProWebProgrammer

we are Sugar CRM experts - this is a 150 + man hour job which involves the Database and the code files to be edited, ( we have already implemented a system like this, but using live video rather than VOIP ) -- for a fa Lisää

4250 $ USD 15 päivässä
(1 arvostelu)
0.0
duraiselvan

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

1600 $ USD 15 päivässä
(0 arvostelua)
0.0
logicnext

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

2200 $ USD 30 päivässä
(1 arvostelu)
0.0
soccio

Zertaprom is a Canadian company that has a very good experience in open source software integration. We combine programming knowledge with a experienced process to achieve custom project to fully automate your working Lisää

3000 $ USD 15 päivässä
(0 arvostelua)
0.0