- Posted by webuters
- On September 30, 2018
- 0 Comments
One of our Germany-based clients had developed Blockchain Apps and Software for Enterprises. The client developed the software to start Bitcoin or cryptocurrency exchange. To manage this client wanted a solution from us to manage all the data related to his business from one place.
(a) The main hurdle was to keep all the data in one place. The data was related to different tasks like lead tracking, lead managing, invoice, and other accounting stuff.
(b) Making a collection of different types of data in a systematic way was a challenge for us.
(c) The client wanted the data of all the users from different departments of his company like accounting, HR and data entry at one place.
(d) The client wanted the sync of Email threads and replies with the email server.
(e) They wanted a complete solution for their business, including finance and other reporting tools.
The Webuters Team Solution
(a) We provided a customized CRM solution to the client that covered all the requirement of the client.
(b) We offered them a complete CRM solution that can manage Leads, Accounting, HR and shipping under one login or platform.
(c) Our solution also provides the sales function from where the client can manage his products and inventory of his business.
(d) In CRM we also included finance interface and reporting function.
(e) In the finance section, the user can also create Financial Exports from the CRM.
(f) We upgraded CRM as the complete business solution for the client.
The solution helped our client achieve the following aims:
(a) Our solution enhanced the client’s business.
(b) Reporting part became easy, less time consuming and error free. The accurate reports from the finance section of the CRM made it easier for client to take the financial decisions.
(c) With the sync of emails with server made email tracing an easy task.
(d) CRM has improved the client’s customer support and made it better. It also offered fast replies to the queries.
(e) The conversation rate of lead to opportunity increased by 75%
Team Size – 5
Odoo 11 CE
JQuery and CSS