I'm looking for a solution to manage, find availability, and schedule the independent contractor pool which we have in our salesforce database.
The independent contractors, or "associates" as we call them, are used on a project by project basis. They are designers and all of them have different styles. Some of their styles will match an opportunity we have in the system, and some will not.
The idea is to simplify and speed the process of finding a designer in our pool which
a. matches a clients style - indicated by a drop down, some will match multiple styles.
b. is available for the dates the project we will need them
c. is not currently attached to another project we are working on (this would eliminate internal conflicts over who's project is a priority, as well as allow us to spread projects to associates).
Ideally, the project manager would be able to select up to 3 associates by doing an advanced search in the database from multiple criteria (style, location, etc), select up to 3 potential associates, and assign them to an opportunity. Once they are assigned as prospects for the opportunity, they should not be able to be selected by any other users searching for associates.
Once they are selected, the PM would email all of them for availability, price, etc (if this mail merge function was built in that would be a plus), with a response date deadline. Once the PM receives their responses, he should be able to select the associate who wins the project and will remain in the opportunity, and the other associates should be put back into the pool and shown as available (releasing the associates not chosen could be triggered by changing the stage of the project). Again, the chosen associate would not be visible for people searching until the opportunity they are working on changed to completed. Once completed, they would automatically be put back into the database pool.
I look forward to hearing any suggestions and pricing. Thanks!
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