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|  | 1. What are you looking for?
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|  | 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.
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|  | 2. What are the activities of your organisation?
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|  | 3. What type of CRM application are you looking for?
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|  | 4. How do you get and stay in contact with your customers?
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|  | E-mails Websites Sales representatives
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|  | 5. What client data do you want to track in your system?
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|  | 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
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|  | 6. How many customers will be registered on the CRM system?
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|  | 7. Are you looking for a custom made solution or a standard package that might be adapted to your needs?
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|  | 8. Which after-sales services are you interested in?
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|  | Bugfixing Help line Maintenance of the software
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|  | 9. The CRM application should be able to integrate with what other software?
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|  | Invoicing Production management Sales/marketing
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|  | 10. With what system should the new software be compatible?
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|  | 11. Which operating system do you use?
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|  | 12. Do you want a software in more than one language?
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|  | 13. Please specify any other requirement or remark.
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