Business Automation Expert Advice
$10-30 USD
Paid on delivery
we own a custom suiting business and are looking for some software recommendations that could do the following for us. It should be cost-effective and fully meet business needs. Business needs are as follows
1. Should manage sales, clients, pipelines (CRM work)
2. We can manage, track and payout sales rep commissions
3. We can upload training videos, training documents, marketing material on it
4. It can do great analytics, see which sales rep doing best, which client buying more etc.
5. Sales team can also view their legal docs: agreements, contracts
2 other features we want to integrate on our website, if can be done with same software as the sales one that will be great.
A. Referral/Affiliate marketing program
a portal where referral partners
1. can sign up,
2 refer customer,
3. track their referral bonuses,
4. see their rewards, points for referring
5. sign referral agreement and they can be linked to a sales rep too
B. Rewards programs
we have 3 types of reward programs for customers that gives them points, benefits like express shipping etc so software or wordpress integration where customers can see their points, qualified benefits, badges etc.
Project ID: #27525788
About the project
3 freelancers are bidding on average $10 for this job
hi, I want to suggest you pre-built CRM system having all the features you have listed. I have setup 20 CRM systems till now and can do the same for you within 10 days. I have 9 years experience in IT industry. Ple More