Case SYMMETRY PLUS

CRM customization for an outsourcing company

SYMMETRY PLUS is an outsourcing company that provides accounting, legal and customs brokerage services, provides IT support and helps with recruitment.
Offices are located in several regions of Ukraine: Kakhovka, Lviv, Kyiv, and Kharkiv.
The company has been operating in the market for over 6 years and has already implemented more than 250 projects.

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Year

2020

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PROJECT DURATION

6 months

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TECHNICAL SUPPORT

-

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SPECIALISTS INVOLVED

8 persons

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Year

2020

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PROJECT DURATION

6 months

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TECHNICAL SUPPORT

-

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SPECIALISTS INVOLVED

8 persons

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Challenges

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    Managers spend a lot of time performing routine actions.
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    It's difficult to analyse the company's performance and generating reports takes a lot of time.

Solution

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    Switch from the cloud version of CRM to the on-premise edition. This improves the ability to customise the system.
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    Set up automatic generation of template documents.
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    Automate typical repetitive actions.
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    Develop reports necessary for work.

Project Details

The project included the following steps:

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    Transferring backups from the cloud version of CRM to the on-premise version;
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    Developing a report on the time spent by employees by group and by each employee;
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    Setting up the business process "Customer rating";
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    Setting up the generation of documents (offer, contract).

Results

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    The speed of work has increased.
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    The process of analysis of work results and forecasting has become easier.
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Julia Andrusiak

Julia Andrusiak

Account Director

+38 050 700 75 72

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