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Build a robust CRM from campaign receipt to campaign delivery for B2B Lead generation organization. -- 2

Please find below the Technical Requirements for new LeadCRM development.

• Programming Language Specifications:

o Server-side Programming: PHP – Laravel Framework (v9.0 and Above)

o Front-end Programming / Scripting – HTML, CSS (Bootstrap), JS (Vanilla JS / jQuery / ReactJS)

o Database Management System

o DB Software - MySQL - MariaDB v10.6 or latest stable (LTS) version

o Expertise for Handling Large Data - 50 Million Records, each record with 56 fields of alpha numeric values.

o Server Requirements

o Nginx

o Server Capable of processing large data

o Linux Based OS

o Project Management Tool

o JIRA

o Code Versioning

o Github / Bitbucket / Gitlab

o Git

Build a robust CRM to cover the process, reports and dashboards for B2B Leadgen organization.

1. Data – Centralized - Prospect / Company Database, Suppression

2. Custom Built – People & Process mapped in CRM as per custom requirement.

3. Process – Campaign Lead Management

4. Workforce Management - Employees task assignment

5. Employee Performance – Calculating & displaying employee performance

6. Realtime Reports & Dashboards – Real Time / Periodic

7. API Integration – Smart API integrations to reduce workload

8. Client Campaign Management – Managing client campaigns from Receipt to Delivery

9. Scalable – Future ready with high scalability

10. Responsive – Highly responsive at searching / filtering large datasets

11. Latest Technology – Built with the latest technology to perform better

12. Speedy Development – To be developed in scheduled time

13. Easy Installation, Maintenance and Training

14. User Friendly Interface – Simple, Fluid, Intuitive & Efficient interface design

15. MarTech – Current tool integration in CRM.

The core part of the project is focused on how campaigns and leads are managed through different stages (in the form of departments / teams) which constitute the entire process flow.

1 MIS Campaign Management

QA (DB Mgmt Team)

Marketing

2 Data Validation

3 Contact Discovery

4 Email Verification

5 Tele Verification

6 Tele Marketing

7 Quality Assurance

8 MIS Delivery

9 Marketing

Generic hierarchy across all the departments is:

1. Super Admin

2. Admin

3. Manager

4. SME - Subject Matter Expert

5. Agent

Cover the following process of campaign execution:

Campaign Creation

Suppression Mapping

TAL / ABM Mapping

Campaign methodologies

Types of Campaign

Database Types

Candorworks Database

Candorworks Suppression

Client Suppression

Candorworks Campaign Suppression

Candorworks DNC List

Candorworks Dead Contact Suppression

TAL / ABM with Employee Size, Industry Type, Country

Process Details:

Campaign Bidding

Campaign Creation

Campaign Data Allocation

Leads Creation

Email Validity Check

Quality Assurance

Whitepaper Dissemination

MIS Delivery.

MARKETING - MARTECH

MarTech

1. MarTech is a web application used by the Marketing department for managing leads and campaigns.

2. Users create campaigns and different assets; specifications and leads are uploaded in the respective campaigns.

3. User updates the statuses of the leads in the campaign, according to the email bounce back status of the leads.

4. The campaign can consist of multiple micro campaigns. The micro campaigns are smaller version of their parent campaign, and they can have leads that belong to the leads stored under the parent campaign. The email bounce back status of the leads can also be tracked at micro campaign level.

Workforce Management

Tasks of employees need to be managed by their immediate supervisors.

Employee Performance Management

Employees across the organization should be able to see their performance in real time with illustrative dashboards.

Email Triggers

Daily / Weekly / Monthly / Quarterly Reports to be triggered from CRM to the respective teams.

Навыки: Laravel, PHP, JavaScript, MySQL, CRM

О клиенте:
( 0 отзыв(-а, -ов) ) Pune, India

ID проекта: #34296916

12 фрилансеров(-а) готовы выполнить эту работу в среднем за ₹991667

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