I am looking for some help selecting and setting up a CRM for my business.
You can see what we do at www.edgeplusconsulting.com.au.
In short I provide contract resources to the finance and insurance industries in Australia.
They are primarily Project Managers (PM) Business Analyst (BA) Project Coordinators (PC) Change managers (CM) and testers.
I point this out because these are the categories that I will need to maintain in the CRM.
I am not a recruiting company but I do need to manage CV`s even if it is an attachment to profile but there will always be two copies.
The other requirement is to be able to capture somewhere between 5 and 15 clients in a standard CRM format i.e. Company name, address(s), phone number(s), email, phone, etc.
Each of these clients will have multiple contacts to be tracked and catalogued.
Email campaigns, document management are all nice to haves and if that can be included easily so be it but I need to focus on all of the above.
My request is to have someone with superior CRM expertise across multiple platforms that can help me with the selection without any or little research. Next task would be to help me set it up with approximately 250 contractors and 5 clients to start. There may be some sporadic maintenance down the line but that is to be determined.
I am only interested in CRM platforms in the cloud that bill on month-to-month basis and would prefer the person helping on this would have intimate knowledge of the product/platform. (Some thoughts ZOHO, MS Dynamics?)
This project needs to start ASAP and finish in the next week or so.