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Sugar CRM Community Edition Enhancements & Customization

$250-750 USD

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Opublikowano ponad 12 lat temu

$250-750 USD

Płatne przy odbiorze
We are new to Sugar CRM CE (installed it mid-September for first time) and need some help with functionality and "user friendliness" that doesn't appear included in Community Edition. For starters we need the following: 1. Team Management: I need to be able to control access to records by Users. In addition to assigning Roles, we need to assign and restrict access to Leads, Accounts, Targets, Contacts, Opportunities, etc. to specific Users. The effect is this: We need to create a hierarchy of teams with team leaders. For instance, a User reports to a Supervisor. The User can view, edit, delete, update, create, etc. only those records to which he is granted access. Users have access to analytics & metrics for all records & data assigned to them. Each User is assigned to a Supervisor, who has the same access rights to all his Users. Supervisors are assigned to Managers with the same capabilities and so-on. The CRM must provide us with a hierarchy of control and security related to all records and users. 2. Graphical Reporting of Analytics & Metrics: I specifically want a graphical sales funnel chart to help track the sales pipeline & cycle of Targets, Leads, prospects, etc. through the entire sales pipeline process. Here is an example: [login to view URL] . I'm also interested in any other business intelligence-analytics-metrics reports and capabilities you may be aware of. Any charts, graphs, etc. must be printable (mostly we'll print to PDF, but printing to a printer is also required). 3. Filters and Groups: We need to be able to create customized lists from the database by creating our own custom filters, so the User only has to look at the records that have been filtered. I'm quite familiar with Goldmine CRM and want a capability similar to their filtering scripts in which I can drill down to specific information on Clients, Leads, Contacts, etc. and build custom lists which can then be used for email campaigns or assigned to special sales reps or teams for follow-up work. Typical example: User/Team Leader creates a filter to view only those Accounts that have not upgraded their purchase to a higher level product; or create a filter to view a list of only those Leads who are at a certain stage in the Sales Funnel. (And then create a Target List from these for email or for telephone follow-up.) 4. Branding: We have our logo displayed through the standard method and it shows up just fine in the upper left hand corner of each screen. But we would also like to remove references to Sugar CRM if possible. Our intent is to customize the application over time to specifically fit our business and our Clients. We work with many independently contracted sales people and would like to allow some or all of them to private-brand their Teams, allowing each Team Leader (or even drill down to an individual user...i.e. like a "Team of one") to brand the elements to which they have access (the pages & records) with their own name/logo/photo/graphic. In such case, there would not be any other reference to branding on the pages they see. Our instance of Sugar CRM is currently running on a leased server in a data center running CentOS.
Identyfikator projektu: 1229018

Informację o projekcie

8 ofert
Zdalny projekt
Aktywny 12 lat temu

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8 freelancerzy składają oferty o średniej wysokości $750 USD dla tej pracy
Awatar Użytkownika
Experienced and serious team ready to start, please view private message.
$800 USD w 20 dni
4,7 (84 opinii)
6,8
6,8
Awatar Użytkownika
We are very much interested to work with you in this project. Kindly go through the PMB for more details.
$700 USD w 15 dni
4,7 (10 opinii)
5,2
5,2
Awatar Użytkownika
We are experts in CRM System and we will be able to meet your requirements. Kindly check PMB for more details. Regards Mahesh
$750 USD w 13 dni
2,6 (3 opinii)
5,2
5,2
Awatar Użytkownika
Dear Sir, Thank you for the opportunity to submit my proposal for your project "SugarCRM CE Enhancements & Customization". Enclosed please find all information relative to my skills and experience, as well as my understanding to your requirement. In reviewing your project description, I am excited to learn that you are seeking professional services for customizing & enhancing SugarCRM for your business need. In addition to my Twelve years of development, consulting & project management experience in ERP & CRM (SugarCRM), I also possess a Post Graduate's degree in Operation Research & professional exposure in open source solution. I am also supported by PMP certified Project manager for effective management during project execution. I strongly believe “You are in business for profitability”. This is always the prime factor for me & my team while translating your business logic into application. I had built & implemented custom solutions for multiple domains including for Auto dealers Financial institution, Venture Funding companies, Insurance sector, Government contracting agency, CRM for E-Commerce, Project consulting firm, automobile ancillary manufacturing companies, hospitality sector, medical services, among others. I have worked on over 28 projects since 2005, and bring a vast experience and good practices while offering solution. I have custom Team modules developed for Sugar CE 6.x I have developed custom reporting engine for my client projects in SugarCRM, and has also integrated opensource report & analysis tools. I also is providing Controlled access to data in SugarCRM CE version by custom Roles & Group access What I will like to be excused is for the branding requirement (removing SugarCRM from bottom of pages). It will be unethical in my part as well violation of opensource GPL licensing. Looking forward for your response Thanks - Deepa (webnetin)
$500 USD w 16 dni
5,0 (1 opinia)
2,9
2,9
Awatar Użytkownika
PLEASE CHECK PMB
$700 USD w 8 dni
0,0 (0 opinii)
0,0
0,0
Awatar Użytkownika
Hi We are SugarCRM experts with 6+ years experience including Drupal,Joomla, We also provide ECommerce solutions, Reporting solutions etc. We have much experience on scripting platforms i.e PHP, Python and Database i.e mySQL, We can fulfill the your need with SugarCRM and also install, implement and customize the features required by you, We need to discuss more in detail on your requirement, so we have put maximum bid for project. Once will understand the complete requirement so we can adjust the bid amount according to mutual understanding and finalize the payment term and the time line of the project as well, If you require any training we can provide that as well, If you have any question please feel free to talk with me or provide your contact details like skype or email so we can proceed ahead, Please check your PMB for our work experience, Thanks, Sushil
$650 USD w 12 dni
0,0 (0 opinii)
0,0
0,0
Awatar Użytkownika
Dear Sir We have more than 14 years of experience in Software development, Web development and Multimedia industry. We have skilled developers having expertise web 2.0 developments, RIA Technologies, Mobile Application development, UI/UX specialists and Social Media ROI Strategies.
$750 USD w 10 dni
0,0 (0 opinii)
0,0
0,0
Awatar Użytkownika
Hi, I have more than 6 years of experience in CRM/ERP Development/Implementation. I have done many implementations in Saudi Arabia & Africa. I also have experience working closely with US teams/consultants. My expertise are given below, ? Visual Basic 6.0,HTML/XML/ASP/PHP/WMLS/WML, smarty, AJAX, Symfony ? Ms Access, MySQL, SQL SERVER 2000,Oracle 9i ? Crystal Report 9.0, DemoShield, InstallShield, Erwin 4.0 , Ms Visio ? Front Page 98, Macromedia Dream Weaver. ? DICOM, ICD 10, HL7, Care2x ? MapInfo, ArcView, ArcExplorer, ArcObjects, ESRI, Quantum GIS ? PHPBB, Jamoola(CMS), Ka-Map, Map blander, UMN mapserver, Care2x ? OS-Commerce, e-Commerce(PayPal) Integration, ? Google/Yahoo/Microsoft AdCenter, Campaign Management, PPC/SEM. ? Web Site Submission, Web Mastering, Cpanel, Search Engine Optimization ? Sage Accpac Advantage Series, Sage Accpac ABRA, Norming Fix Asset ? knowledge of SAP ABAP programming. Operating Systems: ? Microsoft Windows 2000 Professional/Server, Red Hat Linux, Fedora Core 4 My experience is also in Drupal, Wordpress, Joomla. Regards, Absar Ali. 00923343086872
$1 200 USD w 32 dni
0,0 (1 opinia)
0,0
0,0
Awatar Użytkownika
At WhizzCRMConsulting, we would love to be your partner in assisting you to select the best solutions for your needs. Our experts are ready to help your experience by implementing best practice-based solutions.
$800 USD w 20 dni
0,0 (0 opinii)
0,0
0,0

O kliencie

Flaga UNITED STATES
Stansbury Park, United States
5,0
2
Członek od kwi 14, 2011

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