Set Up New CRM and Order Processing Application Project
We first collected the requirements the client needed in a CRM and Order Processing application. Next, we set up a milestone-based schedule to execute the plan.
After scrubbing the .csv file exports, we migrated our client's data from their old CRM to the new CRM. The client's data also contained numerous notes which had to be parsed through for a clean export.
We developed a customized Order Processing database application that synced to their CRM. The customer used the Order Processing application to track their inventory and sales by their franchises.
We created training documentation on the CRM and trained the customer’s staff on how to use and administer it.
Zoho CRM, Creator, Reports, Motivator.