+1 (307) 459-0850 info@tactionsoftware.com
crm

CRM DEVELOPMENT & CUSTOMIZATION SERVICES

MARKETING AUTOMATION

We assist our customers to effectively create, execute, schedule and track marketing campaigns across multiple channels. With web-to-lead forms, you can have your leads directly created in your SugarCRM or SuiteCRM and set a workflow to assign them to sales reps once they are converted into sales opportunities. Real time analytical reports would support you in effective utilization of every penny spent.

SALES AUTOMATION

We help you to stay on top of your business deals and close them faster with a single, shared system for managing leads, opportunities and accounts. Keep all account information and associated sales opportunities, contacts, activities, history, quotes and orders in a single place. Grow your business thriving on real-time and accurate sales forecast and always stay updated with real-time sales performance dashboards.

SERVICE DESK AUTOMATION

We make sure of you being utmost effective in managing your relationship with the customers by logging and monitoring your customer cases centrally, allowing for a detailed history of customer requests and alerts as part of every account. Track the effectiveness of your case and issue handling processes to ensure customer satisfaction. Referring to the integrated Knowledge Base, provide consistent, accurate and faster resolution as per agreed SLA. Empower your customer with an enriched FAQ database access for the answers they need quickly.

WORKFLOW AUTOMATION

Workflow Management allows you to configure cause and effect type actions throughout the CRM system and across multiple modules. Workflows can be used to update fields, send emails, or create records once certain sets of conditions are achieved. Workflows are a great way to configure automated processes within the CRM system so that users do not need to remember the steps, time and conditions for taking a specific action.

ORDER & INVOICING MANAGEMENT

Taction’s expert Order Management Solution would boost your business to utilize the power of the CRM application in managing your Ordering and Invoicing process. It helps to create quotations, setting the pricing rules, manual discounting with adequate rights, conversion of a Quote to an Order and finally invoicing against an order. Invoice information can further be shared with any Accounting package with appropriate integration.

ACCOUNTING INTEGRATION

If you need to generate reports of revenue, sales rep commission and profitability at a click away…get your accounting application integrated with the CRM system. Taction offers seamless two way integration between the CRM and Accounting packages like QuickBook, Tally etc. The tightly integrated system would allow you to generate invoices directly out of your CRM and instantly synchronized client and invoice details into your accounting package saving hours of manual effort in creating duplicate entries in two separate systems.

ERP INTEGRATION

Your business completes the cycle of automation once the Enterprise Resource Planning (ERP) and Customer Relationship Management (CRM) are integrated together. CRM simplifies and standardizes customer interactions, ensuring a steady flow and effective management of sales opportunities into the business at the same time ERP streamlines business or operational processes and ensure a steady flow of products and services to the customers.

TELEPHONY INTEGRATION

Taction offers Computer Telephony Integration (CTI) between the CRM system and your telephone system for you to leverage the existing infrastructure and integrate it seamlessly with your call center. The integrated system improves call handling, response times, and agent performance , hence overall call center productivity. Outgoing & incoming call handling, Call logging, Call Screen Pops – caller’s name and other details provided by CRM for inbound calls, detailed call manager pop-up, caller id registration to Contact and Accounts on the fly are some of the critical benefits of the Telephony integration.

DATA MIGRATION

Taction’s data migration services can help you in seamlessly migrating from your existing CRM to SugarCRM or SuiteCRM without any down time and data or functionality loss. Our data migration services start with migration planning and end with the end user adoption of the new CRM platform. We are the experts of ACT to SugarCRM migration, Joho CRM to SugarCRM migration, Salesforce to SugarCRM migration, Goldmine to SugarCRM migration and also SugarCRM to SuiteCRM migration.

THE TACTION’S ADVANTAGE

  • Quality
  • arrowDetailed Use / Test cases developed during Discovery Phase
    arrowInternal Release Management
    arrowBest practices and process infrastructure

  • People
  • arrowTotal Experience of 20000 Man Months
    arrowPool of LAMP and .NET Professionals
    arrowFunctional and Technical expertise mix
    arrowDiscovery phase ready & Special Ops team

  • Knowledge Management
  • arrowHigh degree of skill in Compliance, Standards & Certification Processes
    arrowFlexible engagement and staffing models

  • Communication & Collaboration
  • arrowCustomer Advocacy
    arrow3 levels of escalation for all support and PM requirements

FEATURED PROJECTS

CLIENT’S TALK

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