Client Management & CRM

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550 USD
Implementation of Pipedrive for the software testing company

Client Management & CRM

List of tasks:

— Creation and setup of an additional funnel;
— Creation of custom fields;
… — Connection of two email accounts for both users with access settings;
— Integration with Microsoft Teams;
— Import of deals into funnels and setup of the table for import.

rostyk_novozhenets
335 USD
Synchronization products SalesDrive with Foks, Prom, Rozetka

Client Management & CRM

Platforms: SalesDrive, Foks, Prom, and Rozetka

Niche: consumer goods

… Task: synchronization of products from SalesDrive with Foks, Prom, and Rozetka

Work included:
- Organizing product content into a single catalog. Merging existing products and creating a unified product catalog on foks.biz. Integrating the catalog with CRM SalesDrive.
- Structuring and supplementing product content and characteristics necessary for the marketplaces Prom and Rozetka. Forming a reference product catalog.
- Matching categories and characteristics of the online store's product catalog with the categories and characteristics of the marketplaces.

Result:
- 1500+ products uploaded and translated while preserving the characteristics of previously uploaded products with reviews.
- Organized export and synchronization of products to marketplaces through connection to Foks.biz.

#seooptimization #e-commerce #OkayCMS #online-store #CRM #salesdrive #Foks #rozetka #rozetka.ua #prom

dmriabkov
Modification of the KeyCRM module on OkayCMS for the exchange of

Client Management & CRM

Platforms: KeyCRM, OkayCMS
Niche: snus

Task: set up KeyCRM product exchange with the OkayCMS website.
…
Type of work: service integration, script writing, automation creation and templating.

Done: the standard KeyCRM integration module with OkayCMS has been improved.

Configured:
Mapped statuses, additional fields, roles and accesses
Transferred the existing product database, warehouse balances
Warehouse accounting and production have been configured for the company's processes
Customer database: transferred and consolidated the existing customer database from various sources

Training: Team support and training

Results: The service has been integrated and the company's business process for processing orders and maintaining the customer base has been automated.
A system for working with repeat sales and upsells has been developed.
Recurring tasks and notifications have been automated

Timeframe: 15 days

#OkayCMS #keycrm #automation #e-commerce

dmriabkov
112 USD
KEYCRM balances on one page

Client Management & CRM

Displaying product balances on one page with KeyCRM
Search by article
Export to XLS
Updating via cron through API KeyCRM
…
#crm #keycrm #stock

stepanko1
Barduck - Task Manager | React.js, GraphQL

Client Management & CRM

The Challenge:

Developing a task management platform that enables users to sign up, create projects and tasks, monitor task statuses, and engage in real-time communication with team members. The target audience includes teams and individuals working collaboratively, consistently handling diverse tasks.

… The Solution:

We addressed the challenge through the implementation of various features:

Polygon Block: This component visually represents task dependencies, allowing users to collect statistics about polygons and build their structure for a comprehensive task overview.

User Statistics: Administrators can gather data on individual users, including the timeliness of task completion, and add relevant notes to enhance performance tracking.

Tags: Users can add and edit tags, attaching them to tasks for improved categorization and organization.

Map: Designed for creating task tables with different statuses, facilitating quick project structure design in a draft version.

Calendar: Displays completion times and current statuses of tasks and projects, providing a snapshot of recent progress.

Chat: Enables personal communication between users and allows project-specific discussions, note-sharing, and file exchange, with indicators for tracking user activity.

Projects: Facilitates the creation of projects, task management, and the assignment of responsibilities, catering to user roles and access levels.

Technologies Used:

React.js, GraphQL (Apollo): Efficiently reduced server load through flexible data caching and selective data querying.
Bitbucket: Served as a server and interface for GIT version control, supporting code review, version control, and collaboration.
Konva.js: Used to synchronize React.js and Canvas, enabling drawing graphics technology on the canvas.
Business Processes Improvement:

Barduck, the task manager, enhances task efficiency, organizes company work, and improves transparency, ultimately contributing to the enhancement of Key Performance Indicators (KPIs) in business processes.

Team Performance Improvement:

Barduck optimizes workload distribution among project participants, boosts employee engagement, and provides control over team workload, leading to improved overall team performance.

malevich_com
Development of the BAS ERP Account

Client Management & CRM

Development of the BAS ERP Account

The client:
The owner of TM LOGOS-TAC (production, distribution and retail sale of clothing, shoes, military equipment)
…
The problem:
Trying to open the account, but incorrect remains in the program itself and on the retail site enter the remains manually daily, managers call the warehouse to clarify the presence of one or another position, the company was formed in 2022, the turnover grows monthly in times

The Decision:
1 .A review of the existing account has been carried out and errors have been found:
- for each warehouse different accounting programs and accountants
- the product guide as such is absent - the accountant makes the names and items each time different
- parameters and names of the product in the program and on the site not.coincide
The characteristics of the goods are not used in account.
The managers write orders in the chat and the accountants transfer into the accounting program.
and so on
2ndA strategic consultation of the owner is carried out on the business model and structure (see case business model and structure) to understand the tasks that automated accounting must solve.
ThreeDefined configuration of the account program according to business tasks and deployed on the server
4 .A product guide and a list of characteristics for each group and category of goods
and 5.Bas ERP - general settings, warehouse, sales, regulated account
6 .Introduced product guide, counterparts guide, organization, employees, users with access rights settings
7 .The initial residues of the goods, cash on the accounts and in the cash
The 9.There are instructions with screens on how to work in BAS ERP - how to set the block, how to act to the user:
Create a product card.
The Purchase
Working with orders
Delivery of goods
and td
The 10.Set printing of the stickers, the work of the scanner, the work of the store with these tools
11 of 11.Online training with employees was carried out - each online with a screen display on the instructions made the main.Operations

The result:
The owner received:
Transparent accounting of residues, orders and movement of goods
All employees (not only accountants) work in the accounting program.
Storage account with sticker and work scanner
Instructions for working with the program - fast entry into the position of new employees
- the program is ready to synchronize with the site, roulette and prom.you - this work has also been done, see.The Case

olga_akimova
Implementation of ZOHO CRM for the company "DATAbi"

Client Management & CRM

The company DATAbi specializes in selling educational programs in the field of business analytics, EXCEL, VBA, POWER BI, and SQL. In addition, they provide consulting and custom development in the area of business analysis. This activity helps businesses become more efficient and profitable.

karpandco
Implementation of Pipedrive CRM for the company "Alser".

Client Management & CRM

The company Alser, recognized as a leader in the production of blinds, curtains, and roller shades, is a leading player in its industry and has a network of showrooms in major cities of Ukraine.

karpandco
Setting up the Make integration with Hubspot

Client Management & CRM

The customer had to set the transmission of contacts and agreements in the CRM with the help of Make.
To do this, the ActiveCampaign - Make integration was set up, and a HubSpot contact was created.
The customer received the contact agreement connection, the transfer of the agreement data to ActiveCampaign and the creation of the contact agreement that already exists in HubSpot.

Nadia_Karp
Implementation of CRM Remonline for Carpet Service.

Client Management & CRM

The Carpet Service company specializes in carpet cleaning and carpet cover services and offers outgoing services for the comfort of customers. It has the most modern chemical cleaning facilities for roofs and roof covers in the city of Kiev.

karpandco
Implementation of ZOHO CRM for the company "Mars Capital".

Client Management & CRM

The investment company "Mars Capital" has addressed us with a request for the selection and implementation of CRM. The company "Mars Capital" has developed a new innovative investment system, the financial model of which provides the possibility of efficient capital increase through investment in construction projects. The concept of the company allows you to start investing from a small capital, at the level of several hundred dollars.

karpandco
Transfer from AmoCRM to ZohoCRM for the Solver Legal Company

Client Management & CRM

Solver is a dynamically developing company that specializes in providing legal advice on Amazon issues.

karpandco