Menu
This is one of 4545 IT projects that we have successfully completed with our customers.How can we support you?
Tendering with MS CRM
Project duration: 2 years, 8 months
Brief description
To provide support for internal processes in the sales process, it was decided to introduce a Microsoft Dynamics CRM system. The starting point for the introduction involved defining the scope of the customer's entire tendering process, from creation using a release workflow, through to order placement by the customer.
Supplement
A fundamental challenge here is the integration and use of Microsoft SharePoint for saving tender documents and revisions thereof due to desired changes. Another aim is to employ a collaborative approach beyond the CRM users, so SharePoint integration also includes user authorization control with the help of ActiveDirectory roles.
Overview
- Branchen information technology
- Fachaufgaben BPM: process realization, Customer Relationship Management (CRM), processing quotations, sales and distribution, Workflow-Management
- DV-Aufgaben IT consulting
- Systemumgebungen Client/Server, Internet/Intranet, multitier-architecture, Service-Oriented Architecture (SOA), standard software: CRM systems
- Vorgehensmodell agile software development
- Datenbanken MS SQL Server
- Entwicklungs- und Testtool MS Visual Studio
- Standardsoftware und BI Microsoft Dynamics CRM
Project period01.03.2012 - 31.10.2014
Contact
PTA GmbH Head Office
Weberstraße 2-4
D-68165 Mannheim
© Copyright 2024 PTA GmbH | All rights reserved | Imprint | Privacy | Legal notice | Values & Code of Conduct
