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Microsoft Dynamic CRM Online Setup

I am looking for a freelance Microsoft Dynamics CRM expert to help me setup the Online Version of CRM for my small company.? I only want to spend a few hundred dollars.

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This initial project is an evaluation to see if it would be a good fit for the new sales department we are in the process of building.? I need someone to work with us on the initial configuration, setup, documentation, & training.? ? This is a very small setup but we would like detailed documentation and training so that we are prepared as we grow.

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I think the project will take less than a week.? It should be pretty simple for a Microsoft Dynamics CRM expert.?

## Deliverables

Here are some of my ideas of what I think we need.? I am looking for suggestions and this list may change once we talk about how we can use the CRM.

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1.? ? ? ? ? ? A working CRM system that will be used by me and 2 sales people.? ? ?

1. Customized User Defined Fields with modifiable drop boxes for:

1. Type product/service

2. Sales Step Completed

3. Date Sales Step(s) completed

4. $ Amount of deal forecast

2. Analytics if possible being able to track:

1. Length of sales cycle between Sales Step 1 and 8 (won/lost)

2. Length of time between sales steps to determine sticking points in the sales cycle.?

3. $ Amount of “Average Deal Closed??.

3. Reports

1. Forecast deals by Sales Rep.

2. Forecast deals by month

3. Forecast deals by Sales Step completed (8 Steps)

4. Contact Reports that provide:

? ? ? ? ? ? ? ? ? ? ? ? ? ? ? ? ? ? ? ? ? ? ? ? ? ? ? ? ? ? ? ? ? ? ? ? ? ? ? ? ? ? ? ? ? ? ? ? ? ? ? ? ? ? ? ? ? ? ? ? ? ? i.? ? ? ? ? Contact Data

? ? ? ? ? ? ? ? ? ? ? ? ? ? ? ? ? ? ? ? ? ? ? ? ? ? ? ? ? ? ? ? ? ? ? ? ? ? ? ? ? ? ? ? ? ? ? ? ? ? ? ? ? ? ? ? ? ? ? ? ii.? ? ? ? ? Sales Cycle status and dates

? ? ? ? ? ? ? ? ? ? ? ? ? ? ? ? ? ? ? ? ? ? ? ? ? ? ? ? ? ? ? ? ? ? ? ? ? ? ? ? ? ? ? ? ? ? ? ? ? ? ? ? ? ? ? ? ? ? ? iii.? ? ? ? ? Sales Rep notes in reverse chronologic order

1. Autodial capability

2. ? “How to “ Documentation with screenshots

Habilidades: Engenharia, MySQL, PHP, Gestão de projetos, Arquitetura de software, Teste de Software

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( 0 comentários ) United States

ID do Projeto: #2983807

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timessolutions

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