We develop CRM solutions that streamline business process.
CADFEM CIS licenses, implements and supports leading software products of developers for numerical modeling. The core of the CADFEM CIS product line consists of the ANSYS software tools.
In 2016, we launched the SamovarCRM sales and project management system for CADFEM CIS. The system collects a client base, leads and deals, helps set tasks and distribute the load, generates documents and works with statistics.
The main tasks we faced:
In the new version, we provided registration of the agreement in Russian rubles, US dollars and euros. The contract price may be indicated in different currencies, but invoices must be issued in rubles. The system itself recalculates the amounts and balances.
Another new element added is called Deal Registration. This is a new ANSYS function that registers new clients, fills out ANSYS applications, generates emails, and registers responses. More than that, the system records registration dates and notifies managers about the need to renew upon expiration.
A comprehensive bulk mailing service must satisfy three essential criteria: it should support filtering based on mailing lists, facilitate the export of data, and provide easily accessible statistics with results. We have effectively addressed these requirements, and our solution successfully incorporates these capabilities.
The updated version allows the inclusion of avatars for various entities, such as users, companies, contacts, leads, and services.
Contact histories allow sales managers to update contact data and archive outdated information while keeping constant access to it. Any contact can change its phone number or email address. So, if this contact resigns or changes jobs, it will still be in the right position to collaborate with CADFEM CIS.
The initial version of SamovarCRM did not originally include a mobile version, but it was subsequently developed at the request of the customer. We designed a mobile-friendly layout for the primary blocks of CRM.
In addition to the sales pipeline, the second version makes it possible to generate final monthly, quarterly, and yearly reports. It also enables users to specify responsibilities for these reports.
Version 2.0 introduces the capability to download reports in Excel format. In terms of importing data, we have expanded the range of compatible file formats, now including DOCX in addition to HTML and PDF files. Users can attach files to various entities such as companies, contacts, opportunities, document revisions, and comments. Furthermore, we have fine-tuned the logic of the Opportunities module, aiming to automate the workflow to the highest possible extent.
The primary objective of the software project was to seamlessly integrate the CRM system into the sales management process across all branches. This integration aimed to structure commercial information and enhance sales predictions. The delivered result not only met the specified deadline but also significantly improved the effectiveness of our managerial team collaboration. I was particularly impressed by Evercode's Agile approach, characterized by regular feedback, adaptability to changing specifications, and the weekly delivery of new features. This approach added flexibility to the development process. I want to commend the performance of our Project Manager whose stringent control over planning and development had a positive impact on our collaboration.
– Artem Avedian, Commercial Director at Cadfem CIS.
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