Help with CRM data available


Hi everyone,

Greetings from Roark Solutions!

CRM reports have good data but unless it is diced and sliced in proper manner, it is difficult to use. There are times when we have loads of CRM data but no time to analyze it in timely and effective manner. Because of this many companies face difficulties in making right and timely decisions.

To solve this problem, we have developed an analysis Tool (Management Information system) which takes CRM reports as input and creates reports for business decision making. This is a great tool which can help you respond to day-to-day business problems quickly and effectively.

Tool description:

Organization: It has three parts:

1) Database, which holds CRM data

2) User Interface, to provide user input

3) Processor, which runs various programs and creates analysis reports and charts.

Functionalities of management information system (can be customized to your requirement):

1) Failure identification: To get information of instances where the process failed.

2) Operations analysis: It gives overview of business, success, failures etc.

3) Communication performance: This is related to performance of call centers, sufficiency of communication with respect to customer requirement etc.

4) Employee productivity analysis: This module checks whether employees are performing to desired level or not and scope/area of improvement.

5) Inventory status.

Data Inputs:

1) CRM reports

2) Call center data

3) SMS gateway data

I have attached a snapshot of user-interface. Please have a look.

Tool language:It is based on Microsoft excel and uses VBA code for operation.

Please let us know, if you have similar requirement. We will be glad to help.

Skills: Business Analysis, CRM, Excel, Microsoft Access, Visual Basic for Apps

See more: user interface companies, parts inventory database, parts database access, module management tool, microsoft excel management, microsoft excel help, microsoft access parts database, good data, excel help business, excel based companies, employee solutions, employee communication companies, difficult decisions, data analysis reports, data analysis help, data access interface, data 3, call center operation, access parts database, access interface solutions, vba right, uses for excel, right vba, microsoft vba, microsoft excel vba

Project ID: #5523316

7 freelancers are bidding on average ₹33099 for this job


I am Data Entry, MS Word and MS Excel Expert. i am very much professional in this work i am pretty sure that you cant find a best person for this job like me so i am ready to work on your project with low rate and high More

₹13157 INR in 10 days
(10 Reviews)

Hello , I am IT engineer with European diploma since 2005 Certified as Technical specialist in Microsoft SQL Server databases, i have more than 7 years in IT projects with 5 years working around Microsoft software More

₹26315 INR in 10 days
(1 Review)

Hi, I have read the description of your project and I would like to offer my services for this project. Over the last 10 years, i have done many projects on different languages and databases. I can show you my rec More

₹27777 INR in 10 days
(1 Review)

A proposal has not yet been provided

₹83333 INR in 33 days
(1 Review)

A proposal has not yet been provided

₹20000 INR in 10 days
(0 Reviews)

A proposal has not yet been provided

₹27777 INR in 10 days
(0 Reviews)

Hi, I am software engineer and its very simple task for me a free lancer. I am relatively free for 12 hours daily and would be interested to take your ask on priority. You can see my profile as Jitendra Ghare - Pune More

₹33333 INR in 10 days
(0 Reviews)