We run a service based business. We need a system in which we will be able to manage our product (service delivery).
Example: trademark registration. This service can take up to 24 month to get fully delivered. It will have it's own unique process through which the each order will have to go through. We will have to communicate with customer, vendor, government agency with in delivery of this product. It will have to have automated notifications (via email and other sources).
Another example: monthly bookkeeping. This service will have to be activated each month on a certain date. It will have a unique to-do and particular process. It will involve communication with the customer as well. The key to this service is that it is recurring.
The main goal of this project is to find a online system that can solve our needs. If the person is skilled in that system we will need his/her help to set it up.
We were looking at SalesForce Service Cloud, however I'm not sure it is what we really need. We need to cover the process of service delivery after the prospect becomes a client. I think SF Service Cloud's main goal is to close a sale and doesn't cover product delivery.
The person who will win this project will have to give us a short summary of what tools he/she is planning to use and what problems those tools will cover.