Creation and implementation of automation systems to automate business processes. Implementation of CRM, automation of business processes, CRM integration with external and internal services of the company. Custom sales methodologies, managing contacts, control of payments, email marketing.
CADFEM CIS is a software distributor, which training and consulting in the field of engineering analysis. The basis of the CADFEM CIS product line is ANSYS software tools. The company located in 6 Russian cities, where more than 60 employers.
Development of modules:
Companies and contacts
Tasks
Notifications
Search
Document generation system
Communication module
Data transfer from prototype
We moved companies, company addresses, contacts, 2 types of commercial proposals and letters, tasks, users and comments of two types, having also processed various specific ../../../cases.
Tool for import contacts from Microsoft Outlook
After the user uploads the import file to the system, CRM reads it. CRM ask the user to choose which contacts to add and which ones to ignore.
Calendar
Pipeline report
Other tasks: