All industry solutions

		CRM-project example

CRM Business objectives:

Single source for customer data:

1. Customer information.
2. Sales history.
3. Customer documents.
4. Meeting and call history.
5. Email correspondence.

Project tracking

1. Business processes:
• Automatic task creation;
• Task fulfillment control.
2. Team work organization:
• Project team formation;
• Gantt Chart;
• Tasks distribution;
• Job cost registration.
3. Project documents flow:
• Standard documents and reports;
• Visas;
• Document versions.

Project finances:

1. Calculating the project profitability;
2. Time sheets and Time costs.