Project description
We have a project.
You need to implement a Terrasoft-based CRM system (BPMonline)
4-5 users.
1. A technical task must be formed.
2. Next, run a demonstration model and it is already to clarify the specification and how we want to see the system in operation.
3. Putting the system into the company.
4. Debugging the system for a period of 1-2 months.
5. Well, escort is desirable. As the system is growing, the needs are growing, and adjustments will be made constantly.
What we want from the system.
The company is engaged in the provision of services and the sale of goods. And that is, we do video surveillance. We sell equipment with installation and sometimes just sell equipment. Accordingly,
(a) sales system. This is a database of customers, with fields: phone, name, address, what you wanted, when, etc. For each field record, 10-15. Documents and files will be attached here. The CRM Sales Challenge
1. Record all data about the client and the transaction.
2. Helping to run a specific sales algorithm for managers: step 1 call, step 2 call, step 3, documents, etc. (The company has a sales department structure.)
B) after the customer has agreed and made the payment, there is a second phase of the CRM operation (we called it production). It is a sequence of actions or processes: first buy the equipment, then check it in the office, then take it to the facility and make the installation, then check, then close the facility, then call the customer again to make sure that everything is done. Accordingly, each stage at completion is accompanied by the recording of data on the operation performed. We need to get this all recorded in the client's record. To keep the history of all the processes of the client.
B) warranty period, service.
Questions
How much it costs. What is the payment? By the hour or by the month or by the project.
How do you do it? On the phone, on Skype.
Have you implemented the Terrasoft product or have you implemented the
You need to implement a Terrasoft-based CRM system (BPMonline)
4-5 users.
1. A technical task must be formed.
2. Next, run a demonstration model and it is already to clarify the specification and how we want to see the system in operation.
3. Putting the system into the company.
4. Debugging the system for a period of 1-2 months.
5. Well, escort is desirable. As the system is growing, the needs are growing, and adjustments will be made constantly.
What we want from the system.
The company is engaged in the provision of services and the sale of goods. And that is, we do video surveillance. We sell equipment with installation and sometimes just sell equipment. Accordingly,
(a) sales system. This is a database of customers, with fields: phone, name, address, what you wanted, when, etc. For each field record, 10-15. Documents and files will be attached here. The CRM Sales Challenge
1. Record all data about the client and the transaction.
2. Helping to run a specific sales algorithm for managers: step 1 call, step 2 call, step 3, documents, etc. (The company has a sales department structure.)
B) after the customer has agreed and made the payment, there is a second phase of the CRM operation (we called it production). It is a sequence of actions or processes: first buy the equipment, then check it in the office, then take it to the facility and make the installation, then check, then close the facility, then call the customer again to make sure that everything is done. Accordingly, each stage at completion is accompanied by the recording of data on the operation performed. We need to get this all recorded in the client's record. To keep the history of all the processes of the client.
B) warranty period, service.
Questions
How much it costs. What is the payment? By the hour or by the month or by the project.
How do you do it? On the phone, on Skype.
Have you implemented the Terrasoft product or have you implemented the
Administration Cash, E-money
