My company is a new business venture. I'm looking for an individual that can offer us quality work with a decent rate for consulting. I would rather not go the hourly direction but a full project direction. We will be using Salesforce and [url removed, login to view] to manage the customer relations. Here is a quick rundown of the project.
I need to capture
Capture Leads - Web to form
Convert Leads into Customers
Provide my customers with a web login so they can file claims and manager their accounts.
When a claim is requested I need a new action or tab called Claim requested - this is the area our agents will review and accept or deny the claim request. If the claim is accepted then they would be moved to the claims tab.
Within the Claims tab my customers can follow the claim process. My agents can provide updates internally and externally. My vendors would be able to login to their account which would be linked to active claims they are handling for our company. The client would be limited to what they can see in this claim process also.
The customer portal should be custom to look like our web page also. The customer portals, vendor portals and employee portals should be all customized so each category sees selected fields set forth by our company.
I need for each customer entered into the system to automatically generated an account number (basically a reversed calendar date plus the customer number for that day... example 12092201. It's a format that we can see when the customer become a customer. 12 = year 09 = month 22 = date and 01 is the first customer of the day.) and an activity follow up for agents in the future. Typically 365 days later.
I need integration with Quickbooks or an accounting software that is cloud based.
Thats a start. I'm looking to get this project started as soon as possible.
16 freelancers are bidding on average $2394 for this job
I have extensive experience in CRM Solutions (Salesforce Certified Admin, Zoho Alliance Partner, MS Dynamics), a well experienced CRM Administrator, Power user Trainer.
I have read your requirements.We have developed similar work, I can assure you that we are very much capable to develop the same by justifying all points. Please cehck pmb.