CRM System

We are a marketing company which provides leads for insulation companies for loft and cavity wall insulation and other energy saving products in the future.

We call customers, Quality control the lead (to see quality of sale) and then book the leads in for a surveyor which works for the client who wants the leads.

Key Benefits:

1. Increased return on leads, by tracking the lead from source to final outcome you can maximizing the potential of each lead and analyze where you can make improvements.

2. Routing, using Google maps you can view your surveyors diary and then help to plan the most efficient route for your surveyor. Using this tool you can also manage the surveyor’s time and fuel effectively and even reroute them if an appointment cancels.

3. Real time results, as the surveyors have an online reporting system you will know the results as soon as they happen allowing you to see exactly where your surveyors are and when they get the best results.

4. A bespoke presentation, which when used correctly on every appointment guarantees the best conversion rates possible.

5. Sales reports, built in is a simple to use reporting interface allowing you to view every lead in real time. You can view every customer you have ever had (historical information required) and what stage they are at, from New Lead through to Final Result (either job or dead lead).

6. Team Results, using the tools provided you can analyze the results from each department. These results can also be broken down by booking agent, surveyor or fitter. Highlighting areas for improvement down to individual staff members who are reducing your profit margins and need upskilling.

7. Training, varying levels of training are available to assist you in maximizing profit margins. Initial training will be given on how to use your CRM system, with training on how to use the presentations correctly, sales training for surveyors, customer service training (surveyors/booking department), ………………………….. training all available on request. There is always a training package available which will help to build a strong successful future for your company.

Taidot: PHP, SQL

Näytä lisää: the plan stage marketing, the department of energy, successful online sales companies, sales agent job, sales agent for book, sale companies, routing control, quality online leads, presentation service, presentations company, php team lead, online marketing agent, online leads for sale, online job customer service, online customer service job, need of marketing information system, marketing presentation companies, manage client information, loft insulation leads, levels system, key energy, how to source new leads, how to get sales leads online, customer service online job, customer service job online

Tietoa työnantajasta:
( 0 arvostelua ) Leicester, United Kingdom

Projektin tunnus: #507805

25 freelanceria on tarjonnut keskimäärin %project_bid_stats_avg_sub_26% %project_currencyDetails_sign_sub_27% tähän työhön


Hi, we can start ASAP. Please check PMB to know more about our technical expertise and capabilities.

$3500 USD 55 päivässä
(13 arvostelua)

please see pmb

$3500 USD 35 päivässä
(18 arvostelua)

Hi, We've reviewed your specs in detail and believe our team can help you achieve your goals. We have built very similar systems before. We are an US-based software company with a highly experienced development team i Lisää

$4000 USD 50 päivässä
(1 arvostelu)

Check PM for details.

$3500 USD 30 päivässä
(3 arvostelua)

hi please check pmb

$5000 USD 70 päivässä
(12 arvostelua)

check p.m.

$4000 USD 30 päivässä
(1 arvostelu)

I have ever deploy the same projects. HRM and PENTAHO Based Reporting System.I can help [login to view URL] check PMB for more information.

$3200 USD 30 päivässä
(1 arvostelu)

Hi, We are Atlanta based Web Development Firm and interested in your project. we can offer a quality product with 100% [login to view URL] check your PMB for more details.

$4000 USD 30 päivässä
(0 arvostelua)

Dear Sir! We have a good proposition for you, by good price! XOR Solutions is a professional offshore software development company situated in Donetsk, Ukraine. Our team consists of a highly talented and experienced Lisää

$3000 USD 1 päivässä
(0 arvostelua)

I have total 7 Year of Experience in Development and i have my own team who can work on your CRM System. I know somany people have applied for your system but I am different among them. I have knowledge in all Web Deve Lisää

$3000 USD 45 päivässä
(0 arvostelua)

Hi, We can do this project for you. I have exceptional coding skills in PHP/mysql. please visit my website We can offer your requirements at a feasible rate and iam here to Lisää

$3000 USD 60 päivässä
(0 arvostelua)

Please see PM

$3100 USD 65 päivässä
(0 arvostelua)

Hello, We are ready for this do reply for further information. thanks!

$3500 USD 30 päivässä
(0 arvostelua)

Hi, Please open PMB and worked on similar system. Thank you Nancy

$4400 USD 35 päivässä
(0 arvostelua)

Hi! We are very interested in taking up your project. With our excellent team of graphic artist, Web designer and programmer we can execute the work with quality and well within the time schedule. Please check our PM. Lisää

$5000 USD 30 päivässä
(1 arvostelu)

I have been working as software developer since 5 years and have expertise in PHP, SQL, .Net applications.

$4000 USD 30 päivässä
(0 arvostelua)

We are very interested to start work on this project. With our excellent team of Web designer and programmer we can execute the work with quality and well within the time schedule

$3500 USD 30 päivässä
(0 arvostelua)

Hi we can do this please check PM.

$3200 USD 25 päivässä
(0 arvostelua)

Hi, Please Check PMB. Thanks and regards, Techindiateam

$4000 USD 45 päivässä
(0 arvostelua)

We are experts in database and CRM. Our team of programmers, DBA's and QA department are standing by to take on your project. Our clients range from Shell Trading, Marathon Gas, Beth Israel hospital and Institute for Lisää

$4300 USD 40 päivässä
(0 arvostelua)