Progress Tracking

This project received 24 bids from talented freelancers with an average bid price of $1539 USD.

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Employer working
Skills Required
Project Budget
$750 - $1500 USD
Total Bids
Project Description

Software objects:
To track leads through all aspects of sale process, installation, vendor/financing pay, paying installers, sales staff, to net profit. Also to keep track of customer care calls and service.


1) Leads are furnished out of a data base and assigned to telemarketers
2) Telemarketers call and mark disposition of he phone call:
a) Principle of Business not available (comment area available)
b) Call back for confirmation (comment area available)
c) Not interested (comment area available)
d) Appointment Set (comment area available) Appointment area with time schedule accessible.
3) Sales Person accesses their appointment area and can print off leads for the day
4) Sales Person enters disposition of the sales appointments
a) Sale (comment area available)
b) No-Sale (comment area available)
c) Call Back (comment area available)
5) Sales Person Builds Account with equipment requests
6) Office assigns New Account to installer
7) Installer enters in equipment used (serial numbers etc)
8) Office verifies care call to make sure customer is happy
9) Office tracks paperwork
10) Office tracks payment by customer or outside vendor (finance or lease company)
11) Office tracks their payments to sales staff and installers
12) Software can bring customer up by phone number, so that is they call a CSR and right a comment on comment section (this automatically assigns action)
13) Actions can be modified as taken care of or other.
14) Software can generate the following Daily reports:
a) Telemarketing Report for each telemarketer and total
i) leads assigned
ii) leads called
iii) Call backs for confirmation
iv) Not interested
v) Appointments Set
b) Sales Person Report
i) appointments assigned
ii) appointments ran
iii) no-shows
iv) call backs
v) Not Interested
vi) Sales
c) Install Report
i) installs assigned
ii) unsuccessful installs
iii) successful installs
d) Financial Report
i) Money in from Customers
ii) Money in from Finance Companies
iii) Money Paid out for
1) Equipment
2) Sales
3) Installs
4) Misc
e) Inventory Report
i) what equipment inventory is
ii) who it is assigned to (Installer or Customer)

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