Hi My names Savvas Loizou,
I work for a UK based company who sells parts for domestic appliances!
We are seeking to find someone who can help us extract data from csv files into a CRM system. The absolute essential requirement is to remind existing clients when they should consider replacing a Water Filter item when it is due for replacement. This single overriding requirement can be met in several ways and will itself generate other requirements. In addition I has made known several non-functional requirements which would help with the general management of clients.
We are looking for someone to help us extract customer data from csv files, into a CRM system. We need someone to help us find the best CRM cloud system, and extract the data or help us build one!
However once the data has been extracted into the CRM cloud system to be able to do the following functions:
Fridge Filter Shop sells spare parts for kitchen appliances, which have a serviceable life span of 3,6,9 or 12 months.
Sales are managed by two internet Shops, both provided by EKM POWERSHOP. Fridge Filter Shop's Clients will potentially have purchased from and be known in the electronic records of both shops but with different reference numbers allocated by EKM, for example the same person has duplicated unique identities. Additionally, no controls or matching postcode with surname is done when purchases are made and therefore, even in the same shop, clients details may be duplicated.
Approximately 50 products are marketed but no unique product code is used, just a description. New versions of the same functional product are not distinguished from the original in any strict regime but usually by changing the description, such as “New or Improved..etc..â€
We need an Ease of implementation. Therefore we need help in Selecting a solution that is easy to install, integrate, and test, so we don’t have to devote our limited IT resources to a long deployment. Or if, possible helping us to advise us on choosing a hosted solution that will get us up-and-running quickly, with minimal burden on IT staff.
The following points summarise requirement guidelines:-
Essential:-
Record details of clients and allow changes to information stored
Allow uploading of client information from spreadsheet/csv file
Allow for changes in format of input files containing client data.
Assist with reducing duplicate persons when uploading from file
Record details of last purchase, (date and item) for each client
Automatically generate emails to clients when their last purchase date is more than 3/6/9 + months old
Protect access to the system and data with username and password
Have a super user who manages creation and access permissions of all other users.
Allow attachments to be made to emails
Support regular newsletters or general publicity emails
Allow variable information to be extracted from data stored and included in body of email
Be Web Based and support access from anywhere in the World
Restrict dump off of client details to avoid mailing list theft
Maintain a history, with notes/comments of all contacts made with clients, whether individual or automatic emails, phone calls in or out, any other contact
Generate customisable reports which help manage aspects of sales and marketing contacts.
Facility to print off set of individual customers details for meetings etc
Facility to make a back up of all information stored
Facility to dump off all information stored to ensure that other software products can be used in the future.
Record details of all purchases made by client (date and
The uploaded data is from EKM POWERSHOP B (WHich is our second shop). The First Shop EKM POWERSHOP A which has around 45,000 customer data I can send next time! However all the fields will be the same, just the customer data will be different, Plus category names, and some Product names!
Regards
Savvas Loizou
I have a CRM system which will just fit your needs. Most of the functionality you requested will come out-of-the-box, and I can customize the rest of it. Please see PM for detailed point by point analysis.
Hi
We are CRM/ERP/POS/Custom Software solution providing company So we are really interested to deliver this project.
For more details please see your PM.
Regards
AuricleSoft
Having successfully led CRM selection for a previous employer I'm confident I can select a cloud based solution perfect for your company. I know exactly who the major players are and off the top of my head am fairly certain which company will best suit yours. Regards, Justin