Evercode labs
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 10

Development of CRM for CADFEM CIS

Developed and launched SamovarCRM is a sales and project management system. It is able to manage a customer base, opportunities and deals, helps to manage tasks and planning the workload, generates documents and shows statistics.
Time
Demo-release
3 months
Release
7 months
Technologies
Web
Symfony, Doctrine (MySQL),
ElasticSearch, Bootstrap

About project

CADFEM CIS is a software distributor, which training and consulting in the field of engineering analysis. The basis of the CADFEM CIS product line is ANSYS software tools. The company located in 6 Russian cities, where more than 60 employers.

Task

Development of modules:

  • database of customers (companies, contacts)
  • sales (leads, opportunities, deals)
  • communications between sales managers
  • planning management (tasks, calendar, workload)
  • tools for top-managers (process control, statistic, reports)
  • document workflow (document management, proposal generate, letter generate)

Solution

Companies and contacts

Tasks

Notifications

Search

Document generation system

Communication module

Data transfer from prototype

We moved companies, company addresses, contacts, 2 types of commercial proposals and letters, tasks, users and comments of two types, having also processed various specific /cases.

Tool for import contacts from Microsoft Outlook

After the user uploads the import file to the system, CRM reads it. CRM ask the user to choose which contacts to add and which ones to ignore.

Calendar

Pipeline report

Other tasks:

  • management of licenses and services
  • uploading of price lists
  • new task types
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Improved user interface and enhanced system functionality. CRM was implemented in all company branches.