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\ CRM Project \ CRM Implementation
The Implementation stage implies the creation of the requirements specification based on the organizational structure, regulations & business processes developed within the Consulting stage. The CRM application customization and its integration with the other customers' software are executed according to this specification. The training for customer's technical experts is provided at this stage.
Creation of the requirements specification for Terrasoft CRM customization
- Preparing the specification of functional requirements towards the CRM application
- Agreement and approval of functional requirements, specification of project parameters
Terrasoft CRM customization and third party software integration
- System customizing according to the requirements specification
- Developing of scripts & filters for routine operation automation
- Plugins developing for additional functionality realization
- Integrating with customer's financial software
- Developing of the reports and document print forms
Creation of the regulation the work with Terrasoft CRM in the company
- Compiling the document that contains rules and regulations of the work with Terrasoft CRM within developed business-processes
- Users' training and testing of Terrasoft CRM
- Organizing and conducting the training on product's basic functionality for customer's employees
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CRM Software
CRM Project
Marek Chwierut
Matjaz Krmelj