Excel CRM Add-in Development -- 2
Budget: $750 – $1,500 AUD
I'm looking for an experienced Excel VBA developer to create a custom Customer Relationship Management (CRM) add-in for Excel.
The add in should provide licence validation similar to XL padlock - https://www.xlspadlock.com. Also when validating the license each time the product is used, it should save the current copy to a cloud based location that can accessed by the user from our website. Each validation should also provide any feature updates from the latest template in a cloud location.
Key Features of the CRM Add-in:
- Comprehensive Customer Data Management: The add-in should allow for efficient management of customer information, including but not limited to contact details, purchase history, and customer interactions.
- Robust Sales Tracking: The add-in should include features to monitor sales data and trends, track sales performance, and forecast future sales based on historical data.
Customer Data Handling:
- Custom Data Entry Forms: The add-in should include custom forms for data entry, ensuring that all customer information is inputted consistently and accurately.
- Import/Export Functionality: The add-in should allow for easy import and export of customer data from other sources, facilitating seamless integration with existing databases and systems.
Ideal candidates for this project should have:
- Extensive experience in Excel VBA development.
- Proven track record in creating custom Excel add-ins.
- Strong understanding of CRM systems and sales tracking mechanisms.
- Excellent skills in designing user-friendly custom data entry forms.
I am not looking to develop a SAS project due to the high ongoing hosting and high development costs but happy to discuss any alternative ideas. My CRM add in product will sell for a low cost price point to small businesses on scale FYI
The add in should provide licence validation similar to XL padlock - https://www.xlspadlock.com. Also when validating the license each time the product is used, it should save the current copy to a cloud based location that can accessed by the user from our website. Each validation should also provide any feature updates from the latest template in a cloud location.
Key Features of the CRM Add-in:
- Comprehensive Customer Data Management: The add-in should allow for efficient management of customer information, including but not limited to contact details, purchase history, and customer interactions.
- Robust Sales Tracking: The add-in should include features to monitor sales data and trends, track sales performance, and forecast future sales based on historical data.
Customer Data Handling:
- Custom Data Entry Forms: The add-in should include custom forms for data entry, ensuring that all customer information is inputted consistently and accurately.
- Import/Export Functionality: The add-in should allow for easy import and export of customer data from other sources, facilitating seamless integration with existing databases and systems.
Ideal candidates for this project should have:
- Extensive experience in Excel VBA development.
- Proven track record in creating custom Excel add-ins.
- Strong understanding of CRM systems and sales tracking mechanisms.
- Excellent skills in designing user-friendly custom data entry forms.
I am not looking to develop a SAS project due to the high ongoing hosting and high development costs but happy to discuss any alternative ideas. My CRM add in product will sell for a low cost price point to small businesses on scale FYI