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Visitor management for customer demos
Project duration: 1 year, 7 months
Brief description
The project offers the possibility to plan customer demos in a CRM system and to document the implementation. The demo itself is planned with regard to its technical aspects and also the organization of the demo including accommodation and catering for the customer.
Supplement
The technical data of the demo is stored in Excel sheets, which are synchronized directly with the CRM system via a SharePoint connection. In addition, extensive document management, also based on SharePoint, is carried out. PTA supports the technical design and implementation of the individual business processes and functionalities.
Overview
- Industries mechanical and plant engineering
- Specialist tasks BPM: process realization, canvassing, Continuous Integration, customer management, Customer Relationship Management (CRM), Engineering, Job Management, process analysis, process technology, Webservice
- DV tasks standard software expansion
- System environment standard software: CRM systems
- Procedure model agile software development
- Development/ test tools MS Visual Studio
- Standard software Microsoft Dynamics CRM
Project period01.08.2016 - 28.02.2018
Contact
PTA GmbH Head Office
Weberstraße 2-4
D-68165 Mannheim
Service
Industries
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