Q3 Technologies enhanced client's SageCRM by customizing the SageCRM tools to implement and integrate the new features.

Q3's global sourcing model gives the maximum benefit to customers in terms of cost savings, improved quality, access to highly talented professionals, flexibility of operations and reduced time to market.


Summary

Customer Relationship Management (CRM) tools require regular enhancements and companies using CRM tools have to keep their sites updated with the latest features.

Company Profile

The client is a certified Sage CRM partner for premium three CRM solutions: ACT, SageCRM, and SalesLogix. The client ranks among the market leaders in software solutions for midsize companies. Due to the range of products and years of experience, the client provides a solution-oriented project implementation with absolute quality.

Business Situation

SageCRM is a user-friendly and efficient CRM solution with innovative, but configurable business processes. It provides enterprise-wide access to vital customer information, from any location, so that one can manage the business with an integrated approach and concentrate on sales automation, customer care, and marketing.

The SageCRM tool helps in integrating sales and service capabilities, improve sales forecasting, and pipeline, speed-up the business processes, reduce errors, and be accessed remotely. Equally important, the solution is something that the sales people and service people see as valuable to them, and not just an awestrucking tool.

The client wanted its SageCRM tool to become more useful and thus needed us to provide more features, as listed below:

• Any change in the address (city, zip code, country) of customer should be synchronized with the street name, postcode, city or the country in shipping address field.
• Summary report of customer account should be displayed when a customer is newly created.
• Modify the existing privileges.
• Display only accounts of selected customer.

• Provide the new features in language other than English, as Client's SageCRM application was not in English language; it was in German.
• Display the Kontocommunication reports in SageCRM using HTML.
• Perform customization in phone and email information pages.
• Customize the communication list of particular user in sage CRM.
• Categorize and display the communication information about users.

Solution

Technologies

• ASP
• Html
• DOM
• JavaScript
• Ajax

Benefits

• Access vital customer information to manipulate business.
• Manage business with an integrated approach.
• Improves sales performance.
• Manage campaigns.
• Resolve customer issues efficiently by providing user-friendly tools.