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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.
Year
2020
PROJECT DURATION
6 months
TECHNICAL SUPPORT
-
SPECIALISTS INVOLVED
8 persons
Year
2020
PROJECT DURATION
6 months
TECHNICAL SUPPORT
-
SPECIALISTS INVOLVED
8 persons
Challenges
Solution
Switch from the cloud version of CRM to the on-premise edition. This improves the ability to customise the system.
Set up automatic generation of template documents.
Automate typical repetitive actions.
Develop reports necessary for work.
Project Details
The project included the following steps:
Transferring backups from the cloud version of CRM to the on-premise version;
Developing a report on the time spent by employees by group and by each employee;
Setting up the business process "Customer rating";
Setting up the generation of documents (offer, contract).
Results
Olena Melnychuk
Chief Operating Officer
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