We want you develop a application for sales Team to maintain the enquires. This software is similar to CRM application and it should be using a web based technology Intranet site based on .Net with flavor of SQL Server 2012 database so that it can be operated from any desktop from different locations. The solution that you provide is an online multi user version and the application should be hosted on our servers or cloud hosting based. The software’s used for development should be genuine and it should not create any problem while deploying the solution in our & client's environment.
Project is to develop a Sales Inquiry Management system like CRM but lower version Capturing all stages of sales from Project Creation, inquiry Management capturing all fields related to the Inquiry such client type, business, verticals, quotes, engineers, etc..... entered in system through 10 different layers of entry from teams like Backoffice, Admin, Sales Engineer, Finance, Logistics, Techoffice, BO Head, Sales Head, Techoffice Head. Also the 10 different layers of user logins shall be from different geographical locations.
Once data is captured then generate various reports based on stored data for individuals & Management like Forecast, projects status, Inquiry Status, Revenue, and many more in Graphic representations and also export the reports in excel and other formats client requires.
CRM shall include Welcome Page, Comprehensive Dashboard, Companies & Contacts page comes from Bulk email but we need search filters and reports in those pages as additional, Project Creation, Inquiry Management, Activity, Calendar and tickets.
Activity page should be linked to project or works as seprate section too, where in individual can set his action plan, follows ups and management able to inform the activity needed to the respective engineer or specific project. All activity should have start, end date, follow up, reminders, notifications, etc. and other standard features.
Access Control, USER interface to create masters, login ids, modifications, etc.
Send your quote in detail, we want to complete this project in 30 days from scratch to deployment. Also integrate the phase-1 of bulk email development with the Phase-2 of CRM.
Deatils Informations will be shared via the email and the Google drive excel sheets before the freelance award