In Progress

Sugar CRM Community Edition Installation & Customization

Looking for help with Sugar CRM CE installation/setup, mainly with functionality and "user friendliness" that doesn't appear included in Community Edition. For starters we need the following:

1. Web form to lead capture. Most of our customers fill in their requests through our website network, so we need to setup 1 general web form capture that would enter the record into contact database.

2. Email/Auto responder sequence. Once the leads are captured we need to setup an email sequence that would pull customer information from database and send a customized follow up email sequence until the record is closed/customer closed.

3. Graphical Reporting of Analytics & Metrics: We want a graphical sales funnel chart to help track the sales pipeline & cycle of Targets, Leads, prospects, etc. through the entire sales pipeline process. Here is an example: [url removed, login to view] . I'm also interested in any other business intelligence-analytics-metrics reports and capabilities you may be aware of. Any charts, graphs, etc. must be printable (mostly we'll print to PDF, but printing to a printer is also required).

4. Filters and Groups: We need to be able to create customized lists from the database by creating our own custom filters, so the User only has to look at the records that have been filtered. I'm quite familiar with Goldmine CRM and want a capability similar to their filtering scripts in which I can drill down to specific information on Clients, Leads, Contacts, etc. and build custom lists which can then be used for email campaigns or assigned to special sales reps or teams for follow-up work. Typical example: User/Team Leader creates a filter to view only those Accounts that have not upgraded their purchase to a higher level product; or create a filter to view a list of only those Leads who are at a certain stage in the Sales Funnel. (And then create a Target List from these for email or for telephone follow-up.)

We do not have anything running at the moment but will provide server/hosting access to the winning bidder. We are open to other options/suggestions on this matter.

Thank you for your time.

Skills: CRM, Javascript, Linux, MySQL, PHP

See more: thank follow email, product sales reps, php team lead, follow thank email, example graphs, creating leads, create community website php, create charts graphs, goldmine crm, javascript print time, web intelligence, sugar, sugar ce, sales reps looking work, sales funnel, product printer, printing sales, metrics, looking sales reps, funnel, email pull database, email list pull, custom crm, crm web, crm customization

About the Employer:
( 14 reviews ) Toronto, Canada

Project ID: #1251845

Awarded to:

bachelorlko

Hi See PM for a demo

$500 USD in 12 days
(0 Reviews)
3.4

5 freelancers are bidding on average $630 for this job

SoftSandila

hi we can help, thanx, adnan

$750 USD in 9 days
(58 Reviews)
6.4
Linkbuild

Kindly have a look at PMB, Thank You

$575 USD in 16 days
(26 Reviews)
6.1
mtvtaras

We are experts in SugarCRM with 5 years of experience. We have done many projects based on SugarCRM. Also, we have our own products for SugarCRM. Feel free to contact us.

$750 USD in 15 days
(1 Review)
3.1
devlop2design

------++ Your SEARCH ENDS HERE, PLEASE CHECK YOUR INBOX BEFORE DECIDING +++---- READY, Thanks, Aakash Shah

$550 USD in 12 days
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0.0
jefface

HELLO SIR PLEASE CHECK PMB

$600 USD in 6 days
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