We need a experienced SugarCRM developer to install on our server and customize SugarCRM for our company sales.
We want a complete module that is "easy" to install, and won't break on SugarCRM upgrades.
The coding should strictly adhere to sugarcrm coding standards for creating new modules and needs to be documented in detail to allow easy upgrades in the future.
The added functionalities we need are:
Create User Permissions: Establish a hierarchy so that Manager can see the data for everyone, while Executives can only view of the company calendar, the lead and viewing list, the property list andshared documents.
Automatic Email allocation – means that every time an E-mail goes in or out from a contact this E-mail gets automatically in the list/file of this costumer. - Means Automatically associates any email, appointment or task you create for a contact.
A one glance overview of the sales people, a record when they logged in and what they have done.
Lead Search and Merge - Ensure that salesperson can easily identify prior interactions with a lead before following up. Easily merge duplicate leads with existing leads, contacts, and accounts.
Lead Conversion Convert qualified leads to salesperson with a single click.( could be dropdown list ) Notify field sales reps when deals are assigned to them.
Lead History Tracking
Monitor every change made to a lead — from creation to conversion — to create a complete audit trail of changes made to standard and custom lead fields over time to ensure legal compliance and effectiveness.
In top of the normal Calendar A calendar for shared resources and company and team activities.
Shared Documents – divided in different Maps
The possibility to ad and edit endless number of users by manager. The possibility to ad and change password by manager.
In the start page when first logged in following should be seen:
The shared calendar in the middle to which all users have access. A list of Leads that each salesperson got allocated and how many booked viewings a sale person has. A list of properties that a salesperson has allocated. A list of closed sales, listed by name of salesperson. This is for motivation and to put up concurrens between the sales.
I will escrow the whole amount but pay 20 % to start with, another 30 % when you have finalizatied the look and feel of your application.
Another 30 % when you show you the entire website which will give us an exact idea how the application will behave once it’s completed. If there are any changes needed to its better do it during this phase because it’s easier to make changes prior to writing of logics. And when we are Ok with the applications.
We will keep the last 20 % for 2 months for system testing of the application and support for fixing of any bugs (if found).
Please only experienced SugarCRM developers only! Apply us with reference work on sugar crm
8 freelancers estão ofertando em média $1076 para esse trabalho
Greetings! I am not a developer but I am willing to be your CRM operator, is this like boldchat or liveperson? if it is then I know how to handle it. Thanks!