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Progress Tracking

Software objects:

To track leads through all aspects of sale process, installation, vendor/financing pay, paying installers, sales staff, to net profit. Also to keep track of customer care calls and service.

Steps:

1) Leads are furnished out of a data base and assigned to telemarketers

2) Telemarketers call and mark disposition of he phone call:

a) Principle of Business not available (comment area available)

b) Call back for confirmation (comment area available)

c) Not interested (comment area available)

d) Appointment Set (comment area available) Appointment area with time schedule accessible.

3) Sales Person accesses their appointment area and can print off leads for the day

4) Sales Person enters disposition of the sales appointments

a) Sale (comment area available)

b) No-Sale (comment area available)

c) Call Back (comment area available)

5) Sales Person Builds Account with equipment requests

6) Office assigns New Account to installer

7) Installer enters in equipment used (serial numbers etc)

8) Office verifies care call to make sure customer is happy

9) Office tracks paperwork

10) Office tracks payment by customer or outside vendor (finance or lease company)

11) Office tracks their payments to sales staff and installers

12) Software can bring customer up by phone number, so that is they call a CSR and right a comment on comment section (this automatically assigns action)

13) Actions can be modified as taken care of or other.

14) Software can generate the following Daily reports:

a) Telemarketing Report for each telemarketer and total

i) leads assigned

ii) leads called

iii) Call backs for confirmation

iv) Not interested

v) Appointments Set

b) Sales Person Report

i) appointments assigned

ii) appointments ran

iii) no-shows

iv) call backs

v) Not Interested

vi) Sales

c) Install Report

i) installs assigned

ii) unsuccessful installs

iii) successful installs

d) Financial Report

i) Money in from Customers

ii) Money in from Finance Companies

iii) Money Paid out for

1) Equipment

2) Sales

3) Installs

4) Misc

e) Inventory Report

i) what equipment inventory is

ii) who it is assigned to (Installer or Customer)

Skills: MySQL, PHP, Software Architecture

See more: telemarketers numbers, staff care, progress software, call disposition, 8 tracks, leads phone, number telemarketers, tracking number, lease business, finance reports, d tracking, customer care , csr, call tracking, business objects, architecture office, equipment finance leads, appointments set, progress data, paid daily generate leads, paid daily phone sales, base calls, phone number confirmation, leads tracking, net progress

About the Employer:
( 0 reviews ) United States

Project ID: #2517898

21 freelancers are bidding on average $1595 for this job

omsoftware

Hello, We are professional developers with similar development expertise. We assure you best quality work. Please view PMB for details. Thanks

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codeguru786

Hi, we have read all the requirements and we are very confident to do this project from start till end. We definitely have some questions when we discuss project with u. We shall finish this project in timely manner a More

$1899 USD in 35 days
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8.3
krishdts

Hello ,we have gone through your project named Progress Tracking and we like to convey that we have already done similar kind of projects before also. We can address any concerns that you might have in regards to m More

$1500 USD in 30 days
(72 Reviews)
8.2
buraqtech

Check your PMB for details!!!

$2185 USD in 30 days
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7.8
AphroECS

Hello, please check pmb for detailed bid and suggestions. Thanks!

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7.4
neoconcepts

we are expert developer. we like to work on this ERP/CRM . let's discuss.

$2500 USD in 40 days
(120 Reviews)
7.3
ithinksolutions

Thanks for inviting us to bid on this project. We have a team of highly qualified and creative professionals. Give us a chance to show our talents and we assure you quality.

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WebBizSolution

I run European website design firm with years of design experience personally developing over 300+ websites. I can also provide a list of references from past customers if you'd like. I'm not the cheapest you'll find, More

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sritechnocrat

Sri Technocrat is marvelous in its quality. We have been maintaining the quality in every field whether it is services or training. We have proved our stability. We have been working with the same grace & quality. Our More

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onelinewebdeUK

Hi My names Mark from The iDevelopment Team based in Jersey. We are experts in high end web design, ecommerce, internet marketing, social media optimisation and SEO, we would be pleased to help. There are a lo More

$1500 USD in 35 days
(14 Reviews)
6.8
ibapi

will discuss details if you like.

$1500 USD in 25 days
(111 Reviews)
6.8
agilitysoftwares

Hi there! We've got the best fit solution for you. Please check your PMB for further details. Thanks!

$750 USD in 1 day
(8 Reviews)
6.5
orangelab

Hi , Greetings! I've gone through your requirements to built an Progress Tracking website with mentioned futures and We fulfill your vision of getting the website built with the desired output and so glad to bid More

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6.1
Linkbuild

Hello, Thanks for your post. Kindly check PM

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6.1
beyondprograms

i can create this for you

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6.1
lautaro

Hello! Please, check your PMB for Details and Portfolio. Thanks. Best regards.

$2000 USD in 30 days
(19 Reviews)
5.3
elabuwa

Hi there, Experienced developer in php,jquery,ajax and mysql with call center experience too. Please check personal message box for more information. Cheers Ela Buwa

$799 USD in 15 days
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5.2
ETNASoftware

Hello, I have a couple of guys who would be perfect fit with significant experience in development of financial software and progress tracking tools. Some examples of our work: etnasoft.com/showcase We would More

$750 USD in 1 day
(1 Review)
5.1
valleysoftware

I've read your requirements and am very confident to do this project from start to finish. See reviews.

$1600 USD in 10 days
(27 Reviews)
5.0
pranky

Dear Client, Everything and steps are here. Check pmb for detail info. Regards, Pranky

$1500 USD in 15 days
(12 Reviews)
4.8