We are a young company looking forward to preparing a salesforce based CRM to enable and facilitate future growth. We have been investigating our options with salesforce and have received a scope of works and quote from an approved partner which blew us [url removed, login to view] provide private home tuition whereby a client contacts us and we mach them up with a tutor and then manage bookings on a weekly basis. We wish to design a CRM to replace our existing database.
The CRM will enable us to,
- Gather incoming leads
- Use leads details to identify and email a prospective tutor (primary criteria being, subject specialty and location of client and tutor relative to each other)
- Record bookings for client and monitor bookings status i.e. invoiced, paid,
(NOTE: THIS PORTION OF THE PROJECT WILL NOT! INCLUDE INTEGRATION WITH OUTSIDE PROGRAMS EG. ACCOUNTING)
- Allow for basic querying booking data
- Facilitate group emails to clients and staff
Currently we are using an access database to manage our client data, and also process a given booking. Please see the current database we are using to manage this data as an approximation of what we would like to initially replicate in sales [url removed, login to view] will be a multi-stage development project, good service price and quality will certainly lead to repeat business in developing the CRM further.
We will only have 1 professional license to begin with. Integration will only be required with Gmail and any Geomapping (e.g. Google Maps) style apps from within the AppStore that are required to assist with the identification of ideal tutor. Please include "white bird" in your bid so I can filter the humans! Please review the attached example database and also the example scope that we were initially provided for the project.
We will be implementing the CRM during the quite time to enable a seemless importing of current contacts.
13 freelancers are bidding on average $1037 for this job
Respected Client, Please review private message, provided links and attached document for further information. Ready to discuss project and price. Thank you.
Experienced IT Consultant and Salesforce certified developer with 5+ years [url removed, login to view] implementation experience. Please also refer to PM.