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Microsoft Dynamics CRM RFI

This project received 8 bids from talented freelancers with an average bid price of $6213 USD.

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Project Description

Hi Freelancers, this is an urgent project and i am posting the information below of the project. Please get back to me your proposals as soon as possible so that i can go ahead and choose multiple freelancers. I dont want bids saying, please check my PMB my rating etc. Please submit your RFP and RFI to be considered to award project. This might be an ongoing project so i can say i might hire you for a least 6 months. Please read the description and only respond if you can come up with a RFP. ( attached PDF Please note vendors are freelancers ). .

TIP: Please provide RFI and RFP together so that i save time and select the best candidates. I will choose multiple feelancers
>>>>>>>>>>>>>>> Project Description <<<<<<<<<<<<<<<<<<<<<<<<<<<<<<<

Request for Information

CRM Systems Implementation

The purpose of this document is to obtain information for planning purposes related to Customer Relationship Management (CRM) systems; system integration services; technologies that support CRM systems; and strategies designed to optimize the CRM project benefits.

1. Purpose of the RFI
This request has been issued to allow Me to obtain information for planning purposes related to Customer Relationship Management (CRM) systems; system integration services; technologies that support CRM systems; and strategies designed to optimize the CRM project benefits. I may issue a Request for Proposal (RFP) to identify a CRM solutions within the next three to six months. ( doing it now )

CRM project will include all departments, including those under the Office of the Chairman; the General Manager; the Members of the Board of Directors.
Department/Office Name

Estimated # of Employees (in 2013)
Finance-17
HR-18
Commercial & Sales-125
Technical-131
IT-67
Purchasing-13
VSAT Office-29
Services & Maintenance-80
Warehouse-5
GM Office, Legal Office, Audit Office-10
Bengi Office-18
admin Office-3
serrs Office-6

I wish to integrate the planned CRM systems with other products (as needed from different freelancers, including the Billing System, Call Center System, Attendance (Fingerprint) System, and Internal & External Websites.

I want to implement BI system during or after the successful completion of the implementation of CRM system.
Please not: The number of employees was estimated and these numbers will be increased regularly.

3. Current ERP System

Approximately three years ago, We implemented ESKADENIA (Financial Modules) and Builders Software Solutions (FIT HR Module) systems. Both systems are many releases behind as a result of extensive customization that we requested during the implementation. The FIT HR Module implementation was not successful and hence it is not in use currently. We developed a Payroll System for the internal use by the HR department. This system is still in the User Testing stage. We also developed an e-recruiting system which was embedded in the company’s external website. The system was successfully implemented and is in use. We implemented a new attendance (fingerprint recording system) system which uses finger print to record the employees’ attendance and is owned by the HR Department and administered and supported by the IT. The limitations of the current systems, servers, and peripheral devices contribute to an extensive number of technical, operational and reporting issues. This has resulted in inefficient back office operations, compounded costs, and hampered our ability to quickly access key performance data.

4. Other – Compatibility with Other Strategic Initiatives

It is imperative that the proposed CRM solutions be compatible with other strategic information technology initiatives; e.g., Our time and attendance system; a billing system; a call center system; and the e-recruiting system. ( which can be discussed after choosing the individual )
The English and Arabic languages must be supported by the proposed CRM Solution.

--- check the PDF File for more information---

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