Select a CRM system and add a CP

Enterprise Resource Planning (ERP), Client Management & CRM — incorrectly specified categories?

22 USD

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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

Proposals 7 Discussions 4

Olesya M.

1 0

Projects -
Rating -
Rating 307

Budget: 1000 UAH Deadline: 1 day

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.

Oleksii S.

6 1

Budget: 1000 UAH Deadline: 10 days

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

Dmitro Karpenko

4 0

Projects 4
Rating -
Rating 670

Budget: 11111 UAH Deadline: 111 days

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.

The list does not show proposals concealed by the client or freelancer with a Plus profile, as well as proposals violating rules

Vasily P. 21 May 2024

в мене одне питання, а нащо вам ще щось, якщо то же Малий бізнес в цілому закриває більшість ваших потреб.

Mikita Petrov

22 May 2024

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.

Kostyantin S. 22 May 2024

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?