CRM, stock inventory, and database

Hi All,

We are a new start up company looking for a solution to integrate our installation team's paperwork with the sale reps all over an online database. I'm not too au fait with the IT terminology of what it is We are exactly looking for but I will try and explain the best I can and hopefully you guys can help us out.

We are Wellington's largest audio visual installation company, and we work within a larger company group which includes imports and sales of hardware throughout NZ.

As company manager and being only 26 (recently promoted) I want to implement an idea I have had for sometime to knock the socks off the higher management guys!!

At present the jobs are processed like the following:

-sale reps go to quote a job

-sale reps win job

-Sale reps pass on information to the installation team in various methods, some reps are shocking at transfer of valuable information, whereas others are pretty good. Including drawings and other important info.

-The installation team arranges a date with the sale rep for the hardware install.

-We more than often can not complete the job in one day for the following reasons. We can not gain access to the site, other tradesmen have not finished their jobs which have to be in order for us to install our hardware(we are always the last guys to work on a site) .

-The above problems are due to lack of information passed from sale reps to The installation team

-We as an install team perform inefficiently due lack of proper planning and management of the jobs! (purely the sales guys fault!)

_I see a massive benefit of putting a program in place, to tie both teams into one streamlined process. Which is simple, clean and easy to learn how to use.

Now this is how I envisage the program working.

-Sale reps quote a job onsite with an ipad. So they select "new job" and have an option to use previous customer details (as we do work for the same clients over time) or add a new client into a database.

-Once this simple sheet has been updated or a previous client's details are selected, they press next....

-Now on the next page all the information we find vital to prepare for a job as an install team can be taken down. Be it photos (taken onsite with the ipads) or attachments including technical drawings, access times etc.

-Now once this job is logged, Our install team can access this information and prepare properly for the job in hand. They can look at photos and query anything before they get to site.

-Now the guys can get to site with the correct equipment and get the correct access.

-When the install guys finish the job, they can go back into the ipad and invoice for the job.

-The install guys will mark off any materials used from an online stock inventory. I already have an excel work book to do this process. Maybe it could be incorporated into the program i'm looking at having developed.

-The excel workbook is working, so that when stock levels of items drop below 30% a cell is flagged red telling me to re-order any particular item.

_ I would like to automate this [url removed, login to view] that when the cell is flagged, it generates an email along with the stock code and the quantity of that item needed to the supplier for them to send to us.

-I would manually update stock once it arrives at our office.

The invoice would be emailed to my email address so that i can check it before we send it out to be charged for the install job.

All this process would be LIVE and online for everyone of our company to use. Different people have different levels of access depending on their position of the company.

I hope for the life in me this description sounds clear!

We are looking primarily for people in Wellington to work with, but if you can persuade us otherwise we may consider other options.


Michael Speight

Company manager

Videopro Installations ltd

Kemahiran: PHP, Kejuruteraan Perisian

Lihat lagi: which are the best jobs, when is the best time to look for a job, what is needed to be a good manager, what are the best sales jobs, what are the best online jobs, what are some online jobs, what are some good online jobs, what are some good jobs, what are sales jobs, what are good online jobs, wellington management, wellington jobs, try code online, transfer methods, times online jobs, times jobs online, the times online jobs, the best sales jobs, technical sales jobs, technical online jobs, team online jobs, team jobs online, stock sales sales rep, software solution sales, software sales jobs

Tentang Majikan:
( 0 ulasan ) New Zealand

ID Projek: #1533008

16 pekerja bebas membida secara purata $1441 untuk pekerjaan ini


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 Lagi

$1500 NZD dalam 40 hari
(51 Ulasan)

please check pvt message

$1400 NZD dalam 25 hari
(10 Ulasan)

Hello Sir, We are sincerely read your requirements and can assure you that with the help of expert development team,we will provide you high level of satisfaction and support to gain your confidence. Please check Lagi

$1500 NZD dalam 35 hari
(10 Ulasan)

Hello, I left you a message. Thanks.

$1500 NZD dalam 21 hari
(8 Ulasan)

CRM Expert. I only work on CRM projects. See my profile and PM for work experience.

$1500 NZD dalam 30 hari
(5 Ulasan)

pls chk our pmb

$1200 NZD dalam 30 hari
(1 Ulasan)

Let's rock!

$1500 NZD dalam 30 hari
(3 Ulasan)

Hye..we have the technical skill and domain knowledge base to meet your aspirations to have a system in place. Plz check PMB.

$1200 NZD dalam 30 hari
(1 Ulasan)

I have 15+ years experience in Software Development and developed many software like inventory, CRM etc I can customize all as per your requirements

$1450 NZD dalam 15 hari
(0 Ulasan)

Dear Sir, Webwingtechnologies Software offers a wide range IT Services. We have over 23 programmers, all experts in their various respective programming disciplines plus a team of project and sales managers. Webwing m Lagi

$1450 NZD dalam 14 hari
(0 Ulasan)

Hello Sir, Please check PMB for listing and confident to complete the project with quality services.. Best Regards

$750 NZD dalam 10 hari
(0 Ulasan)

See PM. Thanks.

$1100 NZD dalam 40 hari
(0 Ulasan)

pls check p_m

$2499 NZD dalam 60 hari
(0 Ulasan)

hi Glad to work

$1500 NZD dalam 50 hari
(0 Ulasan)

Hello, We are experts in java based CRM systems and have more than 4 yrs experience. Please contact us for further details. Regards, Vipul

$1500 NZD dalam 45 hari
(0 Ulasan)

Hello, Please check pmb for details. No Upfront payment from your side, you check the work and then make the payment. New to freelancer but Old in business of website and Software development.

$1500 NZD dalam 30 hari
(0 Ulasan)