CRM Solutions

Creation and implementation of systems to automate business processes. Implementation of CRM, CRM integration with external and internal services of the company. Custom sales methodologies, managing contacts, payments control, email marketing.

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case 12

CRM for CADFEM CIS

Evercode Lab developed and launched SamovarCRM, a sales and project management system. It is capable of managing customer bases, opportunities, and deals. It also helps manage tasks and plan the workload as well as generate documents and show statistics.
Time
Demo-release
3 months
Release
7 months
LAUNCH
2016
Technologies
Web
Symfony, Doctrine (MySQL),
ElasticSearch, Bootstrap

About IT project

CADFEM CIS is a software distributor dealing with training and consulting in the field of engineering analysis. The basis of the CADFEM CIS product line is the ANSYS software tools. The company is located in 6 Russian cities, with over 60 employees.

IT project task

The following modules were developed:

  • Database of customers (companies, contacts)
  • Sales tools (leads, opportunities, deals)
  • Communication between sales managers
  • Planning management (tasks, calendar, workload)
  • Tools for top-managers (process control, statistics, reports)
  • Document workflow (document management, proposals, emails)

Deliverables

Companies and contacts

Data transfer

Capability to create and alter companies, company addresses, contacts, 2 types of commercial proposals and emails, tasks, users and comments of two types.

Tool to import contacts from Microsoft Outlook

Other outcomes:

  • Management of licenses and services
  • Uploading of price lists
  • New task types
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