Client Profile :
Company provide solutions in Workplace Health Promotion and Mental Wellness initiative.
- Company has consultant to provide a training to the employee of many corporate companies. so the availability of the consultant and the schedule of training is required to setup.
- Company send proposal to the customer before initiating the training so company needs to implement proposal approval process.
- Company sell session and package so there is requirement of the manage multiple session in the proposal.
- Each proposal confirmation needs to attached with the calendar activity and also the integration with Google calendar is required.
Implementation by CRMTiger Team
- Customize CRM for activity session
- Module level customization
- Proposal customization with the option on selection of the selected activity.
- Multiple activity selection option with session selection
- Extensive Reporting module
- Google sync for single and multiple activity event
Tools and Technology :
- vTiger® version 6.1
- PHP 5.4
- MVC Framework