Ditutup

Customer Relationship Management (CRM) monitoring system

I need a customer relationship management monitoring system to manage a series of sequential Interactions with our clients, each interaction type allocated to an agent (in a ‘Workflow’)...

Step 1)

2 ‘capturing’ members of staff capture incoming customer interactions: Email, Name, IDNumber, AccNum, and CellPhone , and the action the customer wants us to do (the 'Action'),

Step 2)

We need reconcile IDNumber and Action matches between the 2 ‘capturing’ staff members - highlight where 2 ‘capturing’ staff members don't agree on a report which they can discuss and correct between themselves

Step 3)

Depending on the customer Action, we carry out a series of Reactions in sequential order in a ‘Workflow’, each Reaction is carried out sequentially between the number of agents

Step 4)

Each agents must tick off their allocated reactions to confirm their action is completed before the next agents required action is highlighted

Ideal would be a program that can work like the ‘track sheet’ attached but all agents need to be able to update the ‘track sheet’ at the same time – we do not run off a shared folder but off Dropbox and Dropbox creates a duplicate spreadsheet for each.

Any other solution (i.e. online or OneDrive) that is *easy to implement* with low running costs will also be good

I need to be able to change the workflows sequences, the type of reactions and names of allocated agents regularly.

I must be able to make the changes outline above easily after the project is completed – licensing solutions are possible with strong counterparties (i.e.: Microsoft) but must form part of the quotation, and I should only have to call you back for structural changes (i.e.: will you need to adjust programming in future) - for changes above, I must be able to manage this myself.

Kemahiran: CRM, MySQL, PHP, Pengurusan Projek, Kejuruteraan Perisian

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Tentang Majikan:
( 5 ulasan ) Tygervalley, South Africa

ID Projek: #19117779

19 pekerja bebas membida secara purata $298 untuk pekerjaan ini

TenStar718

Hello, and thanks for the opportunity to bid on your project. Please check my portfolio and reviews from other customers https://www.freelancer.com/u/TenStar718.html I am an expert in many different area’s of web Lagi

$222 USD dalam 3 hari
(245 Ulasan)
8.7
abstractsoftweb

Hello there, Hope you are doing Great!! We are working on similar CRM [login to view URL] have carefully gone through the your project description and attachment [login to view URL] need to develop a customer relationship managemen Lagi

$150 USD dalam 10 hari
(128 Ulasan)
7.2
lavizsolutions

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$1510 USD dalam 25 hari
(22 Ulasan)
6.5
psubramonian

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$250 USD dalam 29 hari
(98 Ulasan)
6.3
WebnAppExperts

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$888 USD dalam 20 hari
(16 Ulasan)
6.1
androidc

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$155 USD dalam 3 hari
(107 Ulasan)
6.5
fastwebsoft

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$200 USD dalam 5 hari
(21 Ulasan)
5.1
daisoftware123

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$250 USD dalam 15 hari
(17 Ulasan)
5.0
WebExpert555

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$160 USD dalam 3 hari
(10 Ulasan)
4.8
tuhindo82

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$250 USD dalam 24 hari
(4 Ulasan)
3.6
Fabritech

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$155 USD dalam 3 hari
(2 Ulasan)
3.3
mictronicx

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$250 USD dalam 12 hari
(2 Ulasan)
2.7
fivestarOne

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$145 USD dalam 3 hari
(3 Ulasan)
2.1
Toreniatech

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$150 USD dalam 10 hari
(1 Ulasan)
0.0
iossar99wil

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$155 USD dalam 3 hari
(0 Ulasan)
0.0
DataOnMatrix

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$250 USD dalam 3 hari
(1 Ulasan)
0.0
navneetgupta28

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$100 USD dalam 3 hari
(0 Ulasan)
0.0
Shahzad7ishaq

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$205 USD dalam 3 hari
(0 Ulasan)
0.0
adnankhan88

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$222 USD dalam sehari
(0 Ulasan)
0.0