The Orlando Company

Tasks

• Ensure full control over ALL sources of incoming requests;
• Provide atypical two-way CRM integration with 1C;
• Integration with Askozia IP telephony;
• Organization of the “Knowledge Base” in CRM;
• Have an up-to-date, daily updated picture of managers, to what extent the planned KPIs correspond to the current result.

Implemented solution on the AMBER platform

1. Integration of AMBER with a mail server, website, online consultant, and IP telephony.
2. Integration of AMBER with 1C “Trade Management” 10.3, which includes:
3. Unloading contractors, contacts and contracts from 1C to AMBER
4. Uploading contractors, contacts and contracts online from AMBER to 1C
5. Unloading of goods, invoices, payments, shipments and invoices from 1C to AMBER according to a schedule.
6. Setting up a dashboard for a manager, where a pie chart displays a plan-the fact of calls, meetings, sales for each manager and the company as a whole.
7. Integration with Askozia IP telephony in volume:
8. Pop-up contact call card for the responsible manager
9. Setting up call scenarios depending on the employment of employees
10. Enabling conversation scripts for outgoing call managers
11. Addition of the call card with mandatory fields that the manager must fill in during the call.
12. The organization of the Knowledge Base section is a structured file storage with tag fields describing the area of knowledge to which the file belongs.