CRM for small consulting business

Concluído Postado há 4 anos Pago na entrega
Concluído

I am looking for someone who can recommend and implement a CRM system customized to my needs.

We are 2 consultants supported by one business manager. We provide workshops on team effectiveness for executive teams in large companies worldwide. Some leads come via the organization that we are affiliated with ([login to view URL]), most leads come from ourselves (network, LinkedIn, referrals).

I need to improve my current CRM system. I need to be able to track current clients (to sell more workshops) and potential leads. I need to track contacts via mail and phone. Set reminders to contact leads. I need to be able to run reports to see who I know in a certain company, country, etc. And I need to be able to use the database of clients and leads for mailings. All standard stuff.

Here is the tricky piece: I have to use the Salesforce account of the Table Group ([login to view URL]) to report sales. But it is not necessarily set up for my needs and I cannot make any changes to the account. They are upgrading to Lightning in a couple of weeks - so that will be the standard. So I need advice on whether I should have my own system, which then syncs with Table Group Salesforce. And I am looking for a really smooth process without having to enter data twice. Linking to LinkedIn, Outlook, mailing database, my contacts, etc. Setting up reminders so I get them in the most convenient way, etc.

That is why I am looking for someone who can map out my process, figure out the options and recommend the right plan. Though the business is small, I am looking for a super optimized process.

CRM Laravel PHP Salesforce.com Desenvolvimento de Software

ID do Projeto: #19970471

Sobre o projeto

56 propostas Projeto remoto Ativo em há 4 anos

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LeadSoft

Hello, I own a software development company in Romania. I propose the use of a centralized system that we can develop in Laravel. This will communicate with Salesforce, outlook, linked in and all the other platforms Mais

$58 USD / hora
(46 Comentários)
8.2

56 freelancers estão ofertando em média $52/hora nesse trabalho

TenStar718

Hello, and thanks for the opportunity to bid on your project. Please check my portfolio and reviews from other customers https://www.freelancer.com/u/TenStar718.html I am an expert in many different area’s of web Mais

$50 USD / hora
(242 Comentários)
8.8
programmatis

Hello, My name is Joseph. I am a Full Stack Engineer and the owner/operator here at Programmatis. Please consider me and my team for your project and don’t forget to check our portfolio to see our latest reviews as Mais

$50 USD / hora
(40 Comentários)
8.9
augurstech

Dear Employer, Greetings from "One of the Top Preferred Freelance Firm! Thanks for sharing your requirements with us. For your project scope, I would be really glad to let you know that you can Mais

$50 USD / hora
(199 Comentários)
9.0
visionvivante

Hello, We have personally gone through your complete CRM based requirement and can understand that you need to manually manage the CRM to manage leads and update to the database. Based on your mentioned features Mais

$50 USD / hora
(92 Comentários)
8.3
WhizPool

Hello, What i have seen from your description, you need highly customized solution that is the best optimized for your business. This cannot be done in a ready made CRM nor does any CRM has this kind of flexibility. Mais

$50 USD / hora
(37 Comentários)
8.2
nataliaomelchenk

Hi there! After carefully reading your job description, I am very impressed with your project and now have a full understanding of it. I specialize in full scale of web design & development, including ASP.NET, C#, PH Mais

$50 USD / hora
(64 Comentários)
7.6
liangjongai

Hello, sir. I am interesting in your project. I mastered developing CRM system. I can customize to your needs. I have many skills and experiences in CRM system. I will provide you customized CRM system which will sat Mais

$55 USD / hora
(267 Comentários)
7.9
latatestTech

With Freelancer Preferred badge bound to give 100% Quality (Let's Chat) Hello, A great team is here for your service!! I read the project description properly, and I agreed to fulfill 100% of all your requiremen Mais

$50 USD / hora
(191 Comentários)
8.2
widadsaghir1993

Dear client here is one of experienced CRM expert with 8+ years of experience. I can show my past work while chatting or calling with you. Please contact me now and let us discuss more in detail Thanks I will wait for Mais

$50 USD / hora
(91 Comentários)
7.4
bmartynvw

Hi, My name is Benjamin. I'm a expert solution architect with over 14 years of experience. I can either recommend an existing solution, or design and develop some custom tools to ensure your process works efficient Mais

$50 USD / hora
(40 Comentários)
7.5
superman1987417

Hi, Dear client. Thanks for your job posting. I am expert web developer with 20 years experience. I can finish your project perfectly and quickly. Please contact me and let me know details. Regards.

$50 USD / hora
(77 Comentários)
7.5
wang109

HI there. I would be happy to work on your work immediately. I can satisfy all of your requirements. Overall due to my successfully building several websites experience, I have a full confident in your project. If Mais

$50 USD / hora
(52 Comentários)
7.1
singhalp

I would love to have the opportunity to discuss your project with you. I provide exceptional Salesforce development services to let the clients connect and collaborate with the customers effectively. I have 8 years of Mais

$50 USD / hora
(39 Comentários)
7.4
hjr122413

Howdy. I am glad to see you. Kindly review my profile: https://www.freelancer.com/u/hjr122413 I just checked your project “CRM for small consulting business” and I have gone through your project details. I am an expe Mais

$50 USD / hora
(82 Comentários)
7.5
kreatiks

Hi, I've read your whole project description. I can provide you automated CRM. You can change it according to your needs. The CRM will be based on laravel php framework. Kindly come over chat and share the overall work Mais

$58 USD / hora
(68 Comentários)
7.2
AdeelAslam4

Hi there, I can help you out with the CRM system. I’d like to review your current CRM system. In that way, I’ll be able to map out the entire process in a better way. Let me know when you’re available so we may di Mais

$50 USD / hora
(36 Comentários)
7.2
rightbigboss

Hello? How are you? I am interested in your project. I specialize in web design and have worked in this area for 10+ years. I have full experiences in developing project using php frameworks(laravel, codeignitor, yii Mais

$50 USD / hora
(63 Comentários)
6.9
ShreyShrma

Hello, Hope you are doing well :) I would love to have the opportunity to discuss your project with you. May I ask about your Salesforce edition? We have worked on environments of companies like “Deloitte” and “Jam Mais

$50 USD / hora
(27 Comentários)
6.9
brightstar928

⭐⭐⭐⭐⭐⭐⭐⭐⭐⭐ Hi I read your job description carefully and I can do your job perfectly. I have developed many websites So I can know what you mean and I am ready for you now. If you hire me, I will finish your job A Mais

$50 USD / hora
(47 Comentários)
6.4
adampohp79

Hi. thanks for your posting. I'm very happy to have a chance of bidding your project. I have experience in development of the projects like yours If you hire me, I'll do my best for your project and finish greatly in a Mais

$50 USD / hora
(53 Comentários)
6.2