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Infusion Soft Customizations

Please quote on making the following edits to our Infusionsoft Account:

1. Capturing the following customer info (in addition to existing data capturing) - for inbound calls & website enquiries

a. Where did they hear about us? - 14 different sources to choose from

1. Specify box

b. The above fields to be applied when a sale is made

i. Cross reference actual sales with above data so we can see from where the sale originated to work out an exact conversion rate of the marketing $ spend

2. Wish list field

a. A list of items customer would like to have for future target marketing

i. This would be ideally separate boxes/radio buttons to assist the targeted marketing

3. Time the call is made or received (& duration)

5. Radio button for Inbound/outbound call, walk in customer, trade customer

6. Pre-load part numbers into Infusionsoft

a. Do vehicle based part number listing

7. In each customers page, have a tab (separate section) for customer service issues (reflecting the spreadsheet I made up a few weeks ago.

a. With a reporting facility with all the customer service entries in one section (for the Keith to work from and monitor)

Habilidades: Administração de Bancos de Dados

Ver mais: vehicle service data, sales administration, radio reference, inbound outbound marketing, us based data conversion, outbound sales call service, infusion soft, inbound customer service, pre sales customer service, vehicle spreadsheet, pre edits, outbound data calls, outbound sales number, sales call database, vehicle part, vehicle service database, calls database, spreadsheet database reporting, outbound number sale, pre database, outbound sales inbound sales, inbound calls marketing, targeted database, can inbound outbound sales, duration inbound calls

Acerca do Empregador:
( 0 comentários ) Australia

ID do Projeto: #5140048

4 freelancers estão ofertando em média $310 para este trabalho

urmate

Contact me for an efficient, perfect, well documented development of your project according to 100% accuracy and requirements, with dedicated support. Thanks

$309 USD in 7 dias
(9 Comentários)
4.0
Reza2012

Hi I have more than 10 years experience in database administration. Please see my profile and PM [url removed, login to view]

$255 USD in 7 dias
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3.9
webdevit

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$412 USD in 4 dias
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Toperfection

Hi, "Can i discuss with you more about your valued project," kindly open the private chat with us and we will make a sample for your reference, the samples would allow you to assess the quality of work we can provid Mais

$263 USD in 3 dias
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