I would like to have an APP that has a custom Dashboard for Sales Employees. The dashboard needs to have 4 Squares:
1. Sending out sales quotes from our product list (shopify)
a. Customer information
b. Product information and descriptions, price, and market price comparison
c. Sales employee can search for product based on their descriptions to easily pull up the product.
d. Sales employee can email quote to the customer
e. Customer can be reminded to follow up with the quote after a certain amount of time passed.
2. Sales employee can see total sales by daily, weekly, monthly tracked by shopify
3. Geomap of clients
a. pins of each client on a map so sales person can easily see where the client is.
b. client can select pin to go into customer file.
4. To Do list:
a. Task that show up on this screen in time order... what is due first to last.
In the back end (another screen)
a. Add, Search, Delete Customers
b Add notes to customer file
c. Set up customer alerts - schedule when meetings are due, or tasks that are due
We have a CSV file of all our current products, descriptions, pricing, customer data base, everything. The job is simple because all you are doing is extracting the data and placing it in the dashboard.
I will provide pictures of what we need along the way to have a visual idea.
Please show me what CRM Dashboards you have done to prove that you are QUALIFIED for this project.