The project
A productivity tool for the whole company, with its own processes and naming. It includes a dashboard per user profile that groups the key information for decision-making.
The challenge
Build a CRM with the company's specific functionality: a repository of all commercial and cross-area information, using its own naming, processes and business logic, designed to be fast and easy to access for every area.
The solution
A custom tool with an executive dashboard per management area: progress and count of opportunity and quote stages with win rates (forecast by date), open opportunities by type and period, and back-office tracking.
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