CRM System

Job Description:

Good morning for our passenger transport company we need to integrate a crm system to optimise time and improve our work and to be able to grow in order to link all the marketing systems I enclose other tools from our colleagues, but in my opinion they are not linked to internal work and company growth, so I wanted to try something more professional

I was looking at zoho in my opinion it is good

examples of the systems our colleagues already use

1 [login to view URL]

2. [login to view URL]

3 [login to view URL]

4 [login to view URL]

I'll give you some examples from my sector that are already there, but in my opinion they are not so deep in marketing but only in services, and as you can see they are linked with electronic invoicing

I will explain what we need and what must work

1 another important thing that works with . Software iOS MacBook

2 management of services already done, to be done

3 management drivers (send the service to the driver for damani for example with the notes what we need to do if the customer pays, or does not pay, the date of pick up, time, place, from where to where the customer goes how many bags has, how many people, at the end of the month or year-end we must have analytics at the end of the year of everything for example which driver has worked more how many hours worked all the services that the driver has done the names of customers with all the data phone and name that brought this driver

need service reminder one week before if needed two days before service and two hours before to driver only two hours before and one day before instead to us administrators much earlier

4 the same thing for the labourer, I register him in my portal and if he advances services or I advance services, we exchange services and at the end of the month at the end of the year we have to see what we have done, how much we have collected, if there are any commissions to be given or taken, for example, if I give a service to my labourer and I give him 50 dollars and I take 55 dollars from the client, at the end of the service he has to give me 5 dollars, so if we forget this, we must have this system to help us.

5 remarketing customer marketing

reminder to the customer 1 day before with the name, car number plate, picture of the car, we have examples to show

analysis of potential customers regular customers who bring us the most income, how many services what services, how they paid

6 cars, revision, tyres, coupons

7 commercial companies

8 collaborators

9 direct customers

10 prices

11 estimates

12 best integrated with e-invoicing website

so you have to integrate into my business with everything we've written above, plus you have to follow me and explain how it's done for at least a month and then if I need you for another month I'll pay you extra

maybe when you integrate you will also add Italian language and russian

Compétences : PHP, Architecture Logicielle, SugarCRM, CRM, Développement de logiciel

Concernant le client :
( 14 commentaires ) Bovisio Masciago, Italy

Nº du projet : #35870171

46 freelances font une offre moyenne de 360 € pour ce travail


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