02 - Suite / Sugar CRM configuration -
$30-250 AUD
Kulipwa wakati wa kujifungua
We have an instance of Sugar CRM installed which is integrated with Mautic
Due to sales need and a holistic omnichannel view we need to move it forward.
1. I have made groups to isolate the sales etc from each others but it does not work. So, assign screens to different groups and allow them to see for example Sales+Support+Bugs, or Marketing+Support+Bugs etc
2. Add Sales funnel screen with the distribution of their sales for all sales people and force them to add % to each lead they contact.
3. Mautic is right now adding all leads in the integration to the Admin, but it must be assigned to different sales people
4. We are sending out mail (post letters) to customers and would ideally need to have those mail campaigns imported (I can do that after each campaign) but they must be categorised and allocated to sales people to follow up.
Ideally I would like to have someone who can help with integration of a Magento site also to be able to track customer movements in the site also, but it is no panic. If you know how to do it in 2-3 hours I might do it.
Also, it is possible to allow different companies we have sell via the same screens but isolate each sales for each company and sales person, but show the results to the manager in that company the results and then me at a top level all companies but group them
Kitambulisho cha Mradi: #25047126
