The name of the base system (platform): | Microsoft Dynamics CRM |
Developers: | CMD-Soft |
Branches: | Logistics and distribution |
Technology: | CRM |
The solution CMD-Soft for the engineering company supports business processes of customer relations, beginning from primary contact and finishing with tracking of payments and obligation fulfillments on the signed agreements. Also the solution performs function of a uniform information warehouse. All documents (drawings, specifications, agreements, etc.) are stored is centralized in interrelation with the client's card.
For storage of volume documents there is a connectivity of external references to documents. It allows to open one mouse click the document in the external application. Along with it in Microsoft Dynamics CRM registration and tracking of a payment status is executed. This opportunity is reached due to creation of several accounts for one order. If there are overdue payments, managers of the company receive about it automatic notifications.
Implementing solution does not require big costs of time and resources. The basic functionality of the solution allows to automate business processes of the engineering company with the minimum settings. Important advantage of the solution are its ample integration opportunities.