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Replacing a sales system and coordinating sales processes
Project duration: 2 years, 3 months
Brief description
The aim of the project is to replace an existing internal sales system based on Lotus Notes with a CRM standard software. In the course of the project, the customer's entire sales process is mapped. Key features here are expanding customer and opportunity management, and integrating the company's own collaboration platform. Another focus is on activity management and the definition of central processes for gaining new customers and care of existing customers.
Supplement
The technical implementation included the use of plug-ins, workflows and adaptations using JavaScript, which lead to the development of best practice solutions, such as geocoding, relationship graphs, full-text searches and a web service for connecting to SharePoint.
Overview
- Industries information technology
- Specialist tasks Customer Relationship Management (CRM), Marketing, Opportunity Management, processing quotations, sales and distribution
- DV tasks IT consulting
- System environment Client/Server, Internet/Intranet, multitier-architecture, Service-Oriented Architecture (SOA), standard software: CRM systems
- Procedure model Scrum
- Databases MS SQL Server
- Development/ test tools MS Visual Studio, SpiraTeam,
- Standard software Microsoft Dynamics CRM
Project period01.05.2014 - 31.07.2016
Contact
PTA GmbH Head Office
Weberstraße 2-4
D-68165 Mannheim
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