CRM-Implementierung

Project Description

task
Implementation of a company-internal customer relationship management system (CRM)

methodology
Analysis of business processes | Definition of processes  which need CRM support and of according reporting requirements | Choosing a open source CRM system | prepare requirement specifications for features which need to be programmed in addition | Global tender, negotiation and awarding to one programming service | decrease the programmed features | Setup the pipe system (mail client, template generators, user rights, account management) | escalation reviews | user-training in the pilot phase

applications in use
DB Visualizer | PhpStorm | SQLEditor | xcode | SugarCRM | Prototyping and Wireframingsoftware (Pidoco etc.)

results
CRM including ticketing system, document generators, instant translation, call logging, Ticket System, Lead Scoring

Project Details

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Project Description

Project Details

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Project Description

task
Implementation of a company-internal customer relationship management system (CRM)

methodology
Analysis of business processes | Definition of processes  which need CRM support and of according reporting requirements | Choosing a open source CRM system | prepare requirement specifications for features which need to be programmed in addition | Global tender, negotiation and awarding to one programming service | decrease the programmed features | Setup the pipe system (mail client, template generators, user rights, account management) | escalation reviews | user-training in the pilot phase

applications in use
DB Visualizer | PhpStorm | SQLEditor | xcode | SugarCRM | Prototyping and Wireframingsoftware (Pidoco etc.)

results
CRM including ticketing system, document generators, instant translation, call logging, Ticket System, Lead Scoring

Project Details

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