*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 "Citrix and Sap problems" group. To unsubscribe from this group and stop receiving emails from it, send an email to citrix-and-sap-problems+unsubscr...@googlegroups.com. To post to this group, send email to citrix-and-sap-problems@googlegroups.com. Visit this group at https://groups.google.com/group/citrix-and-sap-problems. For more options, visit https://groups.google.com/d/optout.
