Implementation of Vtiger CRM in leasing company

Implementation of Vtiger CRM in leasing company

The automated client management system was designed to automate management processes and streamline the company's operations in order to improve resource use efficiency, reduce the cost of products and services provided, as well as improve the efficiency of interaction between company departments and individual employees.

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  • Client: Center of Information Technologies
  • Website: itvolga.com
  • Completed: 02/01/2019

The automated client management system was designed to automate management processes and streamline the company's operations in order to improve resource use efficiency, reduce the cost of products and services provided, as well as improve the efficiency of interaction between company departments and individual employees.

The system was created to optimize and automate the main functions of the company:

sales management taking into account the life cycle of orders;

management of the company's customer base;

task management (module "calendar");

accounting of products and services (modules of goods, services);

document management;

user management.

The system provided the possibility of parallel work of users, regardless of their territorial location using the means of Internet access, through the latest versions of Google Chrome and Mozilla Firefox browsers using a personal computer or a mobile device (smartphone or tablet).

Automation of the company was set up using the VtigerCRM system; business process management was fully configured:

1. Registration of the transaction. The manager fills in the necessary data for ordering, the details of the counterparty, selects the sales program, the goods for sale. The system controls the completeness and correctness of filling fields. If the equipment is available, then the task is automatically assigned to the service responsible for the relationship with the plant to provide copies of PSM. If the equipment is not available, the system requests a delivery date for the service responsible for the relationship with the plant.

2. Agreeing on the order. If the transaction has a non-standard status, then it automatically goes to the manager for approval. The manager sends for revision or approval of the terms of a non-standard transaction.

3. Verification of completed data. It is assumed both to automatically check the completed data using the required fields and the module Vtiger Masked Input, and manual. After creating the order, in case the client’s contract template was used, the task is automatically assigned to the lawyer for approval. The lawyer checks the filled fields with the submitted documents.

4. Collection of signatures. The manager prints the necessary documents through the system, puts his visa on the back of each page of the document and gives it to the manager for signature. The manager can manually replace the signatories in the documents, if they have the appropriate powers of attorney, which will be determined by their roles. He also receives documents from the client with signatures, checks the credentials and identifies the signer. The client signs the documents in the presence of the manager. The manager scans and places the documents in the order card.

5. Monitoring the performance of the contract.

The system sets the following tasks within the framework of monitoring the execution of the contract:

The service controlling the payment of the client, which receives a notification of acceptance of the contract for control with indication of its details and client data. The responsible officer marks the acceptance of the notice to work.

The service that controls the payment to the plant, which receives a notification about the need to pay the contract after receiving the notification of the system on receipt of payment from the client.

The service responsible for interacting with the plant on the need to monitor the readiness of shipment of equipment. The responsible person requests a scan PSM and places in the system.

The service department of the need to control the arrival of technology.

Manager fill out a product card.

To control the arrival of technology to the site of issue

Service, conducting pre-sale preparation, which receives a notification of acceptance for control of the contract indicating the goods and the address of the site of transfer of goods.

To the manager and the service department about the readiness of the equipment for transfer.

Setting additional tasks. After the documents are loaded into the system, the manager sets the task of the service of the introduction of documents into the system, which receives notification of acceptance for control of the documents and placing the goods for warranty service, as well as the marketing service of the availability of a feedback form.

The staff underwent comprehensive training in working in the system, CRM withstands a load of 5,000 calls per second.

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