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Microsoft Dynamics CRM Tailoring and Customising

We have recently installed Microsoft Dynamics CRM for a 10 person office. We seek the skills of an expert in this area to make it the functional tool required to run a financial advisory business.

Some of the areas requiring help are:

Simplifying the process from Leads to Prospects to Clients.

Entering our own specific processes

Simple reporting

Detailed reporting

We are using the on-line (cloud) version.

We only seek the expertise of experienced professionals in this area who preferably understand how a financial planning business operates.

Skills: Cloud Computing, Dynamics, Microsoft

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About the Employer:
( 0 reviews ) Australia

Project ID: #1145787

3 freelancers are bidding on average $633 for this job

qitsol

100% client satisfaction, we are top dynamics crm team here.

$750 AUD in 5 days
(17 Reviews)
5.1
thecrmsolutions

Hi, Please see PMB. Thanks!

$750 AUD in 14 days
(2 Reviews)
2.6
azwaralam

I have good experience in MS CRM and i have implemented CRM in Banks successfully.

$400 AUD in 15 days
(0 Reviews)
0.0