Request for quote: Customised Front End Manager - North West

We are looking for estimates for a software package to integrate our existing MS Excel based quote book, costing sheets, job cards with MS Word based quotations and MS Outlook based email messages, contacts, task lists with our existing Sage Line 50 financial package. We also need remote access via laptop and PDA for our field sales. Please also include after sales service: maintenance, helpline and bugfixing. We are a manufacturer with 40+ personnel and produce 300-350 high value quotes each year. Quality control 21/04/2009: N.W. UK based manufacturing company with a track record of 40 years is looking for quotes for custom CRM software.

SK** - North West
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CRM software

Description

1. What are you looking for?

We are looking for estimates for a software package to integrate our existing MS Excel based quote book, costing sheets, job cards with MS Word based quotations and MS Outlook based email messages, contacts, task lists with our existing Sage Line 50 financial package. We also need remote access via laptop and PDA for our field sales. Please also include after sales service: maintenance, helpline and bugfixing.

We are a manufacturer with 40+ personnel and produce 300-350 high value quotes each year.

Quality control 21/04/2009: N.W. UK based manufacturing company with a track record of 40 years is looking for quotes for custom CRM software.

2. What are the activities of your organisation?

[Subscribers only (learn more)]

3. What type of CRM application are you looking for?

[Subscribers only (learn more)]

4. How do you get and stay in contact with your customers?

E-mails
Websites
Sales representatives

5. What client data do you want to track in your system?

Data on the services offered to clients
Data on the activity of individual clients
Data on the personal account of the customers
Sale figures
Reactions on advertising campaigns
Data on shipment of goods and delivery dates

6. How many customers will be registered on the CRM system?

[Subscribers only (learn more)]

7. Are you looking for a custom made solution or a standard package that might be adapted to your needs?

I don't know

8. Which after-sales services are you interested in?

Bugfixing
Help line
Maintenance of the software

9. The CRM application should be able to integrate with what other software?

Invoicing
Production management
Sales/marketing

10. With what system should the new software be compatible?

[Subscribers only (learn more)]

11. Which operating system do you use?

Windows XP

12. Do you want a software in more than one language?

13. Please specify any other requirement or remark.

[Subscribers only (learn more)]