*Job Title: **MS Dynamics CRM Consultant* *Job Duration: 12 Months+ *
*Job Location: Berlin, CT* *CRM Requirements and Wishlist Salesperson Needs* • Integration with Microsoft Business Dynamics NAV • Currently testing with Kingswaysoft integration tools • Tag emails to CRM accounts • Currently testing Outlook CRM plug-in • View Monthly Goal (Chart) and progress • Inbound calls pop up customer account in CRM • We have Lync \ Skype for Business along with Mitel MiContact Center for call center functionality • Automated call logging • Inbound and outbound • Need to be able to edit notes on phone calls AFTER recording them. • View Down/Up Accounts • This can be the data imported from the "Customer Sales Comparison" report • View Trends • Suggest activities based on trends (i.e.. an account that has not done business in 6 months, an activity would be created to make a phone call or e-mail.) • Automated activity generation based on trends, orders with no PO, orders with no reserved inventory • Be able to "check complete" all tasks from Dashboard • Create opportunities from Quotes • Auto populate revenue (currently you manually populate the revenue field) • Close opportunities as won without having to close out the quotes • Create tasks from orders or quotes • Currently permissions don’t allow this • View sum of sales for the day/month/year *Sales Mgmt.* • Campaigns / • Dashboard Reporting / • Customer trends / • Ability to access "What dealer"???? / • Has bought an item/ • Hasn’t bought an item/ • Hasn’t been called in X amount of time / • Hasn’t placed an order / • Sales Team and Individual sales reps review/ • Sales/ • Pipeline/ • Calls/ • Emails/ • Follow-up reminders/ • Mobile capabilities [image: Description: Description: Description: Description: Description: Description: Description: Description: Description: Description: Description: Description: Description: Description: Description: Description: Description: Description: Description: Description: Description: Description: Description: Description: Description: Description: Description: Description: Description: Description: Description: Description: Description: Description: Description: Description: Description: Description: Description: Description: Description: Description: Description: Description: Description: Description: Description: Description: Description: Description: Description: Description: Description: Description: Description: Description: Description: Description: Description: Description: Description: Description: Description: Description: Description: Description: Description: Description: Description: Description: Description: Description: Description: Description: Description: Description: Description: Description: Description: Description: Description: Description: Description: Description: Description: Description: Description: Description: Description: Description: Description: Description: Description: Description: Description: Description: Description: Description: Description: Description: Description: Description: Description: Description: Description: Description: Description: Description: Description: Description: Description: Description: Description: Description: Description: Description: Description: Description: Description: Description: Description: Description: Description: Description: Description: Description: Description: Description: Description: Description: Description: Description: Description: Description: Description: Description: Description: Description: Description: Description: Description: Description: Description: Description: Description: Description: Description: Description: C:\Users\200204\Desktop\logo.jpg] *Sarath Chandra,* Phone: 732-253-7893 Email: sara...@tekskillsinc.com www.tekskillsinc.com *Appraised at CMM Level 3 | WMBE Certified Company* -- You received this message because you are subscribed to the Google Groups "Business_Intelligence" group. To unsubscribe from this group and stop receiving emails from it, send an email to business_intelligence+unsubscr...@googlegroups.com. To post to this group, send email to business_intelligence@googlegroups.com. Visit this group at https://groups.google.com/group/business_intelligence. For more options, visit https://groups.google.com/d/optout.
