We are very interested in sourcing a competent company to help us dive into CRM within our company. We are using online MS dynamic CRM and have many ideas that would hopefully make it easier for our staff. We are a small business of 20.
From the lead area, through production and despatch.
I realise this is a very specialises field and would like to start small with a supplier.
Would you be interested in a small project first? If all goes well then we can discuss the larger picture for our company.
The first little project we would like done would be the ability to format leads, opportunities, orders in a non-item style.
In our business we are more of a service company so the traditional "items", "price lists", etc are of no use to us.
We would simply like to enter a list of items/services in line format with prices for each which would total up.
Following that we would like to gradually work through are processes in order, ie. the next step would be integrating our quoting system into CRM which is basically excel driven. Then the next step, and so on.
Are you interested and how long would this first step take?
Please let me know what else you would require from us.
Thanks for your time. Regards, Wayne