ERP/CRM Development and Deployment

ERP/CRM Development and Deployment

Cancelled

Job Description

About Us:
Yamada Technologies is an Audio Video design, sales and installation company. Our objective is to develop a ERP/CRM solution that will allows our workforce to be mobile and efficient.

Current software used:
1. D-Tools SIX (Design Software)
- This is a product database that integrates with Visio and Autocad to draw system schematic, elevation and plan view design.

2. KPI.com (Cloud Based ERP/CRM)
- KPI handles Project Managent, Accounting, CRM, HRMS.

3. Quickbooks (Accounting software prior to KPI)
- QB links D-Tools Product Database

4. Google Apps


Goals:
1. Recommend ERP/CRM software(s) that is capable of handling the following features from both desktop or web browser and mobile devices (iPhone and iPad)
- Contact management
- Project Management
- Product Database
- Quotes/Estimates with customization
- Sales Orders
- Purchasing
- Order Fulfillment
- Customer Portal for orders with freight tracking, invoices and customer service
- Freight
- Accounts Receivable
- Accounts Payable
- eCommerce (Later Integration)
- Reports
- Multiple Employee access
- Integrates with Google Apps (email, contact and calendar)
- Integrates with D-Tools Product Database. When creating system designs in D-Tools the products are created there and need to be linked with accounting/ERP.
- Payment Gateways
- Expense
- Vendors/Suppliers
- Reports
- Business Process Automation
- Multiple Warehouse Locations
- Documents that link with Dropbox
- Customer Service

2. Development of Software

3. Consult on Business Process Workflow

4. Mobile App Development to create quotes, access customer information, tasks and other recommendations.

5. Training

6. Deployment


Current software interested in:
1. MYOB AccountEdge
- We like the simple and mobile features. However, am not sure about google apps integration and project management.

2. Zoho

3. Method Integration/CRM

Contractor Requirements:
Must have experience in quickbooks, CRM, ERP, accounting and API development.

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Skills: video, design, management, ipad, training, myob