Our marketing arm is looking for a simple way for our field sales reps to text 5 numbers daily from their mobile devices and have those numbers be integrated into a Google spreadsheet (or other similar, cloud based database) that tracks the sales rep sending the numbers and the dates that the numbers were sent. Our goal is to accumulate this data over many months to spot patterns and trends.
Key features this program needs to have:
- a dedicated SMS number/address for our reps to send numbers to in a csv format (eg 40,30,15,4,3)
- An ability to sort by phone number which rep sent in numbers and assign corresponding rep name to the phone number and give each rep their own dedicated columns with 6 worksheets for different offices (up to 50 reps at a time will be on this system)
- 5 columns for data (Knocks, contacts, presentations, closes, sales)
- A date/time stamp for all entries
We have our own formulas that we apply to the submitted numbers to determine their meaning. If the recommended format was not a Google spreadsheet and instead another database, we would also have to add these simple formulas to the equation of work to be done (attached is a sample spreadsheet with manually entered data and formulas). The ability to create performance graphs and charts with a 1 or 2 click process, though not essential, would be a nice feature we would pay more for.
Please let me know in your bid if you have any specific work experience or portfolio that would confirm you are experienced at this type of project. If you have any questions, please feel free to reach out to me and I will reply as soon as I can!