Lead Distribution

We need to customize a CRM system like [url removed, login to view] or SugarCRM to have features to facilitate lead distribution to a large number of partners (several hundred) who will buy leads from us. We will need to take leads off the web and then distribute them to these partners and bill and collect for the lead assignment. We will need Manual Match or Auto Match Territory , Lead Category/ Type, Partner Limit Per Day, Limit Month categories they accept Leads, Days they accept leads, times).

Partners will need to be able to login and see a list of leads assigned to them and they should be able to accept or reject them. The Users who submitted their information should be able to login and see which companies their information was sent.

We will bill each partner for each lead they receive

Making them standard Users in Salesforce will NOT work since the lead assignment rules will be complex and dynamic based on lead settings for each of several Lead Types and based on the settings of these Partners and the Leads themselves. This will involve custom programming of a separate module

Tell us how you would approach this

Kemahiran: Reka Bentuk Laman Web

Lihat lagi: website making companies, times standard, sugarcrm design, standard c types, salesforce features list, salesforce com crm, dynamic programming approach, customize salesforce, buy web design leads, bill com, auto programming website, best lead distribution, salesforce partners list, lead companies, lead c, crm salesforce, crm web based system, type crm, website lead, custom sugarcrm leads, web based lead system, need custom crm, salesforce partner login, rules module, lead work

Tentang Majikan:
( 2 ulasan ) Miami Beach, United States

ID Projek: #355952

6 pekerja bebas membida secara purata $597 untuk pekerjaan ini


Please see PMB. Thanks

$750 USD dalam 30 hari
(0 Ulasan)

Dear Client, Thank you very much for Reading at our bid. I have just gone through the project details you have posted and My Team is all set to develop this website for you, the way you want it. Please allow me Lagi

$600 USD dalam 30 hari
(0 Ulasan)

************************************************************************.. YOUR SEARCH ENDS HERE .. ************************************************************************************ Get it done professionally and Lagi

$750 USD dalam 7 hari
(1 Ulasan)

please check

$730 USD dalam 15 hari
(0 Ulasan)

Hi, I can do the work. Rate can be negotiable. please contact me. Thanks & Regards.

$250 USD dalam 7 hari
(0 Ulasan)

I've been working in [url removed, login to view] for over 1 year and programming CRM for over 3 years.

$500 USD dalam 30 hari
(1 Ulasan)