| Customers: Veza Moscow; Mechanical and Instrument Engineering Contractors: AKAM Product: AKAM: Investment projects for 1C:CRMProject date: 2023/08 - 2023/09
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2023
Project objective
The main task of the implementation of AKAM: Investment projects for 1C:CRM was a convenient interface for conducting investment projects. In the stated requirements, the following tasks were announced: flexibility in setting up stages of investment projects, storage of history for each project, the ability to create interests within investment projects according to the configured sales funnel.
Works performed
As part of the implementation, the following works were performed:
- Automatic loading of projects from various investment project databases (including manual creation of the project master record)
- maintaining a general list of investment projects, with the ability to filter the list by different criteria;
- Track changes, stages, and status of projects
- Securing project owners
- Track planned and actual shipments of goods by project
- Notifying employees and the manager of new projects
- Project Analysis Report.
Implementation results
Employees have a convenient interface for creating and developing investment projects. The functionality of notifications allows you to always know the current stage, stage and status of the project. The distribution of projects to managers balanced the workload of employees.
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