The implementation of electronic document flow allowed to increase control over the circulation (...)

CHALLENGE

Datera is a provider of telecommunications systems and services for companies. Its telephone exchanges and VoIP telephony, thanks to their modular and easy-to-scale construction, are intended both for small and medium-sized enterprises as well as for corporate clients. The owner of Dater is Aiton Caldwell SA, a company present on the market for 16 years – listed on New Connect and using its own technological solutions in the ICT area.

The company decided to improve the process of managing correspondence, contracts, invoices as well as the process of obtaining and customer service.

SOLUTION

Baseline ™ was implemented in the field of Electronic Document Circulation, CRM, Projects module. Integration with the Comarch ERP Optima accounting system, the Datera Call-eX telephone exchange and the SALESmanago platform was carried out.

INTEGRATIONS

Comarch ERP Optima, SALESmanago, Call-eX

RESULTS

Automation and standardization of the document circulation process. Coordinating the work of the sales team. Immediate access to current data on sales opportunities (leads) and customer service history.

“An important element of the implementation was the support of the sales process and coordination of the work of the sales team in the company through the integration of CRM Baseline™ with our own virtual VoIP exchange – Datera Call-eX Cloud. The integration improved the ergonomics of salespeople’s work. In addition, CRM Baseline™ allowed to improve control on the process of assessing sales opportunities (leads), which contributed to increasing the effectiveness of ‘turning’ them into customers.” – said Paweł Cacko – Sales Director.