All industry solutions

		CRM-project example

CRM Business objectives:

Storing the customer interactions history (companies and persons):

1. Customer data.
2. History of participation in the projects.
3. Documents (orders, invoices, applications, penalties).
4. Meetings, phone calls, email correspondence.
5. Customer interest towards the certain exhibition topics.

Increasing management effectiveness, reducing project expenses:

1. Bulk email invitation sending.
2. Working according to business processes.
3. Automatic task creation.
4. Organizing team-work.
5. Planning project stages using the Gantt Chart.
6. Automating event preparations (badge printing, attendance list, schedule).

Automating the documents flow:

1. Registering prospect applications.
2. Automatic invoices and bills creation.

Analytical reports:

1. Automatic event profitability calculation.
2. Tracking debtors, comparing planned and actual figures.
3. Attendee profile reports (by profitability, industry and business size).