Development of Custom CRM- Portfolio SynapseIndia

Development of Custom CRM

Client Brief:

The client wanted us to make some customizations for Payzium CRM like developing plugins, scheduling reports, and custom system workflows etc.

Our Endeavor:

For this project, two different environments were required for two countries as the user base was different for both the locations. Working on this project, we mapped the client's sales & marketing details like contacts, agents, business opportunities, campaigns and various activities like emails, phone calls etc. to make the process smoother and seamless.

Several enhancements were made on different modules to boost the sales process and provide the CRM users with maximum & efficient data that can increase business productivity. Overall, we did following tasks in this project -

• Defined user roles for better transparency.

• Introduced notification workflows to notify the users and teams on critical events and CRM updates.

• Customized out-of-the-box entities to include custom fields so that critical information can be captured at lead level.

• Developed Custom business rules to enforce data validation and let the user follow a predefined business process which also increases the data consistency throughout the system.

Technology/Platform:

Microsoft Dot Net

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USA :

+1-855-796-2773

UK:

+91-120-4290800

India :

+91-120-4290800

USA

14121 NE Airport Way, #358642,
Portland, Oregon 97230, USA

India

SDF B-6, NSEZ, Sector 81, Noida
201305, Uttar Pradesh, INDIA

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synapse_india info@synapseindia.com

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