CRM implementation in the company ProjectLink, Lviv
Telecommunications technologies, network construction and service services
Block 1: Working with the formation of the client’s contact base;
Block 2: Loading the client’s contact base to the system;
Block 3: Configuration of the contact card interface;
Block 4: Work with the formation of the accounting base;
Block 5: Working with the structure within the system;
Block 6: Creating and setting the access rights of the client’s employees;
Block 7: Loading the client account base to the system;
Block 8: Connection and creation of automation of the storage module according to the client's request;
The Block 9.Connecting and setting the financial module according to the client's request;
Block 10: Creating and setting the templates of the client's documents taking into account the required and characteristics of the activity;
Block 11: Creating and setting the business process of work with the lead;
Block 12: Creating and setting the business process of order;
Block 13: Creating and setting the business process of sale;
Block 14: Creating and setting the business process of wages;
Block 15: Create and adjust the business process to a standard task;
Block 16: Connect and set up integration with the OpenDataBot service;
Block 17: Connect and set up integration with Google Maps;
Block 18: Connecting the client's personal office module;
Block 19: Configuration of the interface of the client’s personal office in accordance with the requested and desired client;
Block 20: Creating an algorithm of automation of the client’s personal office;
Block 21: Connect and set the work of the client’s mailboxes in the system.
Block 1: Working with the formation of the client’s contact base;
Block 2: Loading the client’s contact base to the system;
Block 3: Configuration of the contact card interface;
Block 4: Work with the formation of the accounting base;
Block 5: Working with the structure within the system;
Block 6: Creating and setting the access rights of the client’s employees;
Block 7: Loading the client account base to the system;
Block 8: Connection and creation of automation of the storage module according to the client's request;
The Block 9.Connecting and setting the financial module according to the client's request;
Block 10: Creating and setting the templates of the client's documents taking into account the required and characteristics of the activity;
Block 11: Creating and setting the business process of work with the lead;
Block 12: Creating and setting the business process of order;
Block 13: Creating and setting the business process of sale;
Block 14: Creating and setting the business process of wages;
Block 15: Create and adjust the business process to a standard task;
Block 16: Connect and set up integration with the OpenDataBot service;
Block 17: Connect and set up integration with Google Maps;
Block 18: Connecting the client's personal office module;
Block 19: Configuration of the interface of the client’s personal office in accordance with the requested and desired client;
Block 20: Creating an algorithm of automation of the client’s personal office;
Block 21: Connect and set the work of the client’s mailboxes in the system.