Client Profile :
HealthCare software provider is a technology partner for enhanced care delivery that has been providing HIPAA-compliant, internet-based electronic health records, practice management, and billing solutions since 2001.
Project Screenshot
Video overview
Business Needs:
- Our client wants to itemize the details of the billing part in order to get exact information about the sales count, as well as the same thing in a PDF form.
- They also want to generate a report about the task and status of the product in such a way that it will be helpful to generate more business for the company.
Following the solution provided by the CRMTiger Team.
- As per our clients requirements, our team at VTiger customized the itemizing module in such a way that it contained all the data about the product, sales, and each major and minor detail related to the product, and the same was converted into a PDF in order to be viewed by the people who would view their site.
- In the case of the task, our Variance VTiger team customized the task module in such a way that it will generate the report as per the selection of date by the user and will give detailed information about the task assigned to whom, the status, and the comment given on the respective task. With this report, it is very easy to track the task status and each minor detail of the same. And on the basis of this report, the company can generate more and more business.
- Customization of Contact, Organization, Sale Order, and Invoice.
- Creation of a custom module called “Proposal”. This module will be used when the sales department is able to provide the correct cost of any product inquiry. So the salesperson forwards the inquiry to the account and implementation department.
- Convert leads to organization and proposal.
- Customization of the proposal with the same fields as “Sale Order” and Invoice.
- Change the layout of PDF exports of invoices, proposals, and sales orders using “PDF Maker” with a change in the code of PDF Maker to fulfill the requirement.
- Creation of a custom module called “Implementation Status”. This module will be used when the implementation department is able to provide the correct status of the proposal. So the implementation person forwards the actual status of the product and other information about it to the account and training departments.
- Once the proposal status is approved, the system will automatically generate the implementation status.
- Creation of a custom module called “Sales Performance Report”. This module will be used for sales.department that is able to provide the correct date-wise reports of any lead inquiry.
- With the addition of this module, salespeople can export the PDF as well as the CSV of the date-wise report, which is very helpful to them to know what the actual status of the product is and what the next step should be.
Tools and Technology :
- vTiger® version 5.4
- PHP 5.3
- MYSQL
- SMARTY Framework