Customer relation management

Customer Relation Manager

Users are:


Country Mnager

Data entry

Sales rep


1-The system is to have the customer related information, and their contact details, and it has to work via network, via user name and a pass word, and it is a multi-user system.

2- The system is have the chance to select which company name the quotation is to be issued from, and it will give it its automatic serial number.

3- The items are to be added in both languages Arabic and English, also the data entry person can add items , and the user can check the related box of the item needed to quote for.

4- The prices are to be inserted by the Administrator through a pass word.

5-The discount rate is to be into a certain percentage within the hand of the sales rep, and any extra discount percentage is to be done through the approval of the administrator.

6- The systems is to accept uploading files and store them under the customer name and number.

7-Any modification for a quotation is to have the same number with a revision number and date (example, AOS-0001 IS THE FIRST QUOTATION REF…..THEFIRST MODIFICATION IS AOS-0001/REV.01

8- If the quotation is to be any of the following options:

1- Pending.

2- Lost.

3- Win

Each option is have the causes led to it once finalized. example if win ( price, technical support, delivery time, quality, custom made, …etc…) those issues are to be used for reports …

8- The system is to accept printing labels for all or some of the customers for mailing purposes.

9- The systems is to accept sending bulk e-mails to all/ some customers with an uploaded file (pdf).

10-The systems is to accept sending bulk faxes to a certain selected customers or to all customers.

11- The system is to incorporate a direct message (third party ) system informing the customer that a quotation has been issued to him( QUOTATION REFERENCE WAS ISSUED TO YOU WITH REFERENCENO/XXXXXX, PLEASE CHECK YOUR EMAIL, so whenever a quotation is issued a message is to be sent to the customer mobile number if available, and a copy to his e-mail.

The reports:

All kind of reports are needed, such as but not limited to the followings:

1- The total quotation value for all users

2- Total quotation values for specific users

3- Total quotation value per country.

4- Total quotation done for a certain customer.

5- Total number of lost quotation per user / all users /per customer

6- Total value of lost quotations per user / all users/per customer…..

I need you to develop some software for me. I would like this software to be developed for Windows.

Kemahiran: Kejuruteraan Perisian, Destop Windows

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Tentang Majikan:
( 1 ulasan ) santa monica, United States

ID Projek: #15266982

9 pekerja bebas membida secara purata $156 untuk pekerjaan ini


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