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CRM setup in OpenERP

IMPORTANT: Only apply if you have experience with OpenERP,

if this is not clearly articulated in your proposal it will

be rejected immediately!

step 0 initial setup

categories: client, prospect, associate and

products: Newsletter, Client Memo, Survey, Birthday card

the lists need to be able to be modified

items to be added/removed

1 add a contact

categorize it

the contacts have the following details to be filled out

Title

First name

Surname

Company name

Dealer Group (eg AMP

Address 1

Address 2

City/town

State

Postcode

Phone

Mobile

Fax

Web address

Category (this field depends on the TYPE):

- for Client: A,B,C,D

- for Prospect: 25%, 50 % 75%

- for Associate: (to be defined) eg.: IT provider, News writer

the above categories have to be able to be edited, elements

added/removed for each

the system should offer the appropriate category based on the type selected when

started the entry of the contact

in case of a prospect need to be able to identify what products they

are interested in (they can be interested in more than one - eg.

tickboxes or a list to fill with the predefined categories )

2 Contact record

For each client, prospect, associate

we need to record

Notes for each phone call & meetings

If possible emails sent and received

Dates for follow up actions – if

possible the follow ups are placed

into our personal calendars.

3 Reports

The type of reports we need to view include

List of clients by product.

List of clients by rating

List of prospects by rating

List of prospects by product interest

Habilidades: CRM, Python

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Acerca do Empregador:
( 3 comentários ) Sydney, Australia

ID do Projeto: #600645

7 freelancers estão ofertando em média $692 para este trabalho

crmexpert25

Please see PM.

$596 USD in 20 dias
(3 Comentários)
3.4
tipstersoft

ready to [url removed, login to view] check [url removed, login to view] [url removed, login to view] get it done

$750 USD in 22 dias
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KrithVenkat

Hello Please see PM for details Thanks

$750 USD in 30 dias
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CoVaLiDiTy

can help you. tnx.

$750 USD in 10 dias
(2 Comentários)
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jeevanoss

Pls see the PMB

$650 USD in 15 dias
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Openlab

Dear Sir, Open Labs Business Solutions is a powerful service provider of Open Source [url removed, login to view] are a team of experienced Open ERP professionals providing Open ERP consulting,development & [url removed, login to view] are capa Mais

$800 USD in 15 dias
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joypaterson

We have a more then 3.5 years experience in OPENERP work so its surety you will get satisfied work.

$600 USD in 15 dias
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Hasnet

The [url removed, login to view] company comprehensively and professionally will deal with carrying out your project. Our experience is backed up fully through outside references. We are inviting for the cooperation. More information on Mais

$700 USD in 5 dias
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