Select a CRM system and add a CP
22 USD Good day! It is necessary to form commercial proposals (CP) according to the technical task (select a CRM system)
Theses:
- A CRM system is needed for a company engaged in retail and wholesale trade.
- Implementation can and most likely should be done in stages.
- It is necessary to propose either a single ERP-CRM system that combines all necessary functions or a software suite from several systems that are integrated with each other.
- Be sure to consider integrations with BAS small business, as everything is currently implemented on this program and it is unlikely that they will give it up.
- Be sure to consider the possibility of automating sales business processes (leads, tasks, agreements, etc.)
- For setting up the reporting section, it may be possible to propose additional integration with reporting services such as Google Looker, Power BI, if reporting services are not built into the system.
- It is necessary to outline the CP with implementation stages and deadlines for completing these stages +/-.
- Add the cost of technical maintenance separately in the future.
- In fact, at this stage, we need to get a solution (software products) that will cover our needs with a cost estimate.
The technical task we provide is the initial version (on the task tab) +/- a formulated request for what needs to be considered. If you have any questions, please write to us personally.
The project cost will be evaluated based on your CP, the cost indicated in our order (conditional) for the "commercial proposal".
Link to the technical task https://docs.google.com/spreadsheets/d/1nCZwBiPTL6iuBSwTsiBgQS6vz3ifRc-CxT4pd3mgSmc/edit?pli=1#gid=1543780959
-
1 day22 USD
307 1 0 1 day22 USD
Congratulations! I am an official partner and integrator of CRM OneBox. I suggest testing a ready-made solution for trading based on CRM OneBox https://1b.app/ua/solution/onlinestores/. There is functionality for integration with BAS for small businesses. The cost of implementation is indicated on my website https://olmonic.com.ua/price/. Write to me privately, I will consult and conduct a demonstration of the system's capabilities.
-
10 days22 USD
586 6 1 1 10 days22 USD
Good day
There is a detailed comparative list on CRM
I have been implementing and adapting systems since 2015, over 100 personal projects during this time
There is a unique methodology for implementing CRM
I suggest a meeting via zoom, I will tell you everything in detail, write in private, we will agree
-
111 days247 USD
670 4 0 111 days247 USD
Good day!
I represent the company 3.14 agency, which is an official partner of CRM systems such as KeepinCRM, KeyCRM, ZohoCRM, PipeDrive, and others. We have successfully implemented numerous projects and are ready to take on your task.
Let's arrange a free meeting to discuss CRM options that best suit your needs, including the timeline and approximate cost of project implementation. Please contact me via direct messages.
-
в мене одне питання, а нащо вам ще щось, якщо то же Малий бізнес в цілому закриває більшість ваших потреб.
-
Доброго дня! Чекаю вашу пропозицію. Якщо Bas перекриває потреби, можемо розглянути цей варіант.Так там є своя CRM внутрішня, можливо створювати звіти, одразу облікова система. Але не дуже зрозуміло ,як це буде працювати з месенджерами ( можливо через який-сь додаток) та й по іншим розділам комунікації є питання, питання по кількості воронок та автоматизації процесів. Але ми не проти цього варіанта, якщо у вас є досвід впровадження, то можемо й це розглянути.
-
Добрый день, Микита
А если есть вопросы по ТЗ, без ответов на которые, просто невозможно просчитать стоимость и выдать вам КП, кому и где их задавать? С кем и как согласовывать?
-
Добрый день! Пишите в личку мне
-
Current freelance projects in the category Enterprise Resource Planning (ERP)
Searching for B2B clients for the sale of premium fitness equipment in UkraineProject Title: Automation of B2B Client Search for Selling Premium Panatta Fitness Equipment in Ukraine Task Description: Our company is the official representative of the Italian brand Panatta in Ukraine. Panatta offers premium professional fitness equipment for gyms, hotels,… Enterprise Resource Planning (ERP), Information Gathering ∙ 2 days 9 hours back ∙ 17 proposals |
1C Accounting 7.7Need help to create a bank upload in 1C7.7. Or to fix an existing processing that is not working. There are several types of files that need to be uploaded. Formats XML CAMT053 and various types of CSV. A creative approach is needed to use new methods in the old program. Enterprise Resource Planning (ERP) ∙ 2 days 10 hours back ∙ 5 proposals |
GoHighLevel Specialist
111 USD
Looking for a specialist in setting up GoHighLevel - must have a thorough understanding of all nuances and details - must quickly and efficiently prepare the draft of the site - must configure additional modules and monitor the stability of the system Online Stores & E-commerce, Enterprise Resource Planning (ERP) ∙ 2 days 10 hours back ∙ 10 proposals |
Automatic payment generation module for BASIt is necessary to implement an enhancement based on the extension (without configuration changes), an additional module that would integrate into the BAS menu regarding the automatic generation of payment orders based on received invoices and deferrals specified in the… Enterprise Resource Planning (ERP) ∙ 3 days 6 hours back ∙ 7 proposals |
Processing for payment unloading from PrivatBank for BAS Accounting Corporation1. Add the given processing as an extension in the configuration (without changing the configuration) so that it appears as an additional menu item. 2. Provide a separate type of rights for configuring access rights to work with the module. 3. Ensure that all subsections of the… Enterprise Resource Planning (ERP) ∙ 5 days 5 hours back ∙ 7 proposals |
Ukraine