Microsoft CRM implementation, create workflows and work contacts

Microsoft CRM implementation, create workflows and work contacts

Cancelled

Job Description

We are using MS CRM 2011, but, not fully using it. We need to build workflows, customize, build contracts, service forms, letters and get it really working fully. We are using Click Dimension as an overlay for Marketing & web services.

Some writing, some telemarketing to fill in data and reach potential customers. Train some of my key folks so that they can take advantage of CRM & CD.

Having CRM fully functioning, loading with all letters, documents, and marketing material so we can easily work through orders. Have about a dozen automated workflows built. Customize some screens & create a simple dialogue to allow anyone in our office to gather all important info to qualify a prospect.

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Skills: marketing