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Requirements: A system is required to perform Click2Call functionality using SipGate calling service. The system should be able to dial any phone number available on CRM on the behalf of some fixed outbound numbers. It should also be able to control the admin credentials for different users. Also it should be able to keep record of every call made, duration of call and some description. Solution: Provided and system with an admin control. Settings and outbound numbers for different users are controlled from admin control. Also provided a view to see the call history with description and time duration of each call. ROI: There is an easy way to Dial any contact number on MS Dynamics CRM and keep track of any call with some easy steps.
http://www.cedcore.com/ Project:-Automated the Cases generation for Relationship Consulting Company Requirements: MS Excel integration with MS Dynamics CRM is required to update some contents on MS Dynamics CRM. MS Excel sheets with some micros running need have integration with MS Dynamics CRM. Whenever some specific records add to Excel sheets, these should be updated to MS Dynamics CRM with some criteria. Also on excel sheet there should be a strong way to control MS Dynamics CRM credentials. Solution: Provided the required system with CRM integration of MS Excel. System is now able to use required features of MS Dynamics CRM within MS Excel spreadsheets. Also provided a way to control CRM credentials in MS Excel with full security. Results: As per requirements the system is able to use the MS Dynamics CRM functionality under MS Excel.
Requirements: They needed a Dynamics CRM plugin for their Qxchange application so that they can import and export data from Dynamics CRM from one CRM system/application to other. They needed a plugin that comply with their existing plugins. Also, they have a special requirement to have a generic plugin for all type of Dynamics CRM whether its online, onpremise or IFD deployment of Dynamics CRM. Solution: We successfully developed the generic Dynamics CRM plugin through which they can extract/fetch data and load data into any Dynamics CRM installation and from any other application in their system whether its MS Access,Excel or Salesforce.com.
Wyatt Matas Healthcare Investment Banking Firm http://wyattmatas.com/ Sales person had difficulties tracking proposal approval status and line activation status Customer communications and activities were not tagged to leads/accounts Sales was not able to effectively track conversion rate of marketing activities into sales opportunities Management lacked a 360-degree view of customers via real-time reporting Solution: Sugar Professional On Demand was proposed to minimize the administrative overhead of managing the instance ROI: Incorporating sales and delivery information in one system to allow sales people to ensure delivery of Easy to use interface and customized fields makes data entry simple Ensure effective management of sales leads from various leads sources Allows auto-assign of leads to sales team using workflow by lead sources User-friendly reporting tools allow users to create charts and customized reports which provides management a 360°view of the accounts Customizations: Customized fields and modules to make data entry easier and to support sales processes for leads, proposal generation and contract generation Customized reports for management Integrations: Sugar and Rive integration
WJA is a Credit Repair company that helps consumers to repair their credit. They have business partners that supply the leads to them and occasional web leads. WJA has 4 rounds of letters that go out to creditors, collection agencies and three credit reporting agencies. These letters are specific to the clients’ credit report. http://www.whitejacobs.com/ Requirements: Ability to streamline processes and improve visibility of Leads data. Support the relationship between creditors and clients accounts and automate the workflow for sending different round of letters Track and report detailed levels of client’s activity that provide insight into operational bottlenecks. Integrate with existing accounting applications and digital signature applications. Migrate data from their current cloud based credit repair system https://www.securecrmsite.com into new CRM system Solution: WJA learned about Sugar through interaction with us. During its evaluation process, WJA also considered Oracle CRM, Microsoft Dynamics and Zoho. However, Sugar was chosen for its open source nature, its flexibility and its ease of integration. Once WJA decided on Sugar and began to work with Techloyce, it was up and running with multiple customizations in just 6 months.
Fund2Orgs is a Social Enterprise that provides turnkey solutions to help raise funds, engage your volunteers, and create a sustainable, lasting impact. www.funds2orgs.com Problem: Fund2Orgs needed a CRM system to set up campaigns Fund2Orgs needed a CRM system to keep track of the Leads by closely integrating the leads generating from their website. They also require to plan to logistics activities that could provide the operational team to plan the resources accordingly Fund2Orgs management team also requires reporting on their potential and existing clients Solution: We suggested Sugar CRM due to ease of use and the customization and the integration capabilities it offers to address the campaigns, web to lead and to implement the workflows requirements Utilizing Sugar has enabled Fund2Org to identify bottlenecks in resolving logistic issues and leverage Sugar’s Lead and Campaign modules for Fund2Or, improving marketing ROI.
Requirements: A property managements system required to control different projects. Each of the projects will have different properties on different locations. Further each property will have some blocks of Units. The payment method for each unit consists of 7 stages after signing the agreement. An automotive system is required to control the business flow with auto invoicing generating and auto mailing. Also a system should capable of auto merging mail, convert to specific format and send using mail as attachment. Solution: Provided an automotive MS Dynamics CRM system with complete business flow from starting of lead creation to the end. After creation of lead and signing of the agreement the system generates invoices for all payments stages. These invoices are sending manually and automatically as email attachment along with the pre-fixed email templates. Also there is an option for creation of custom mail merge documents as per requirement. The default mail merge functionality is completely customized. There is a feature to set criteria for auto-mailing, whenever those criteria meats, it sends mails to the particular person with some prefix details and attachments. Results: Now the all system is automated and able to track any project, property or unit anytime. There […]
Convergence is a European leader in providing the software and technology-based services that provide any size enterprise and not-for-profit organization as well as government with razor-sharp visibility, transparency and control of their organization-wide Fixed Voice, Mobile Voice and Mobile Data, Data Communications expenses, telecom infrastructure investments and telecom maintenance costs. http://www.convergence-strategies.com/ Business Issue: They need full controls of their data due to legal and privacy reasons and need in-house installations of the CRM systems Problem: Sales people were using Oracle CRM for campaigning and to track their leads and clients which was running on the cloud They need a new in-house CRM that have the same look and feel as that of Oracle CRM and with the same capabilities as their Sales team are quite used to using the Oracle CRM and it would be a big technical change for their team to adapt to any other interface Solution: We suggested Sugar CRM Professional edition as we demonstrate to them that we can achieve the same look and feel by developing a custom theme. In addition we address their other key requirements of hosting the CRM on their local servers without any bearing on the functionalities of the CRM that […]