Customer Relationship Management

Afortio provides CRM consulting services in the following areas:

• Project Consulting and Business Analysis
• Implementation and Enhancements
• Maintenance and Support
• Customization
• Integration with Microsoft Office

We have a conceptual clarity in the areas of enterprise applications, ability to visualize the overall solution in an integrated environment and an in-depth understanding of specific industry domains and their business processes.

Afortio has the experienced consultants with strong skills in CRM-products like Amdocs CRM and salesforce.com. We have knowledge in such CRM-systems as FreeCRM, Siebel, Pivotal, RightNow and NetSuite CRM.

Representative projects

System for automation process of orders handling

Afortio has designed and developed CRM system aimed to automate process of orders handling and control supply of the Eden drinking water to consumers. This system has following functionality:

• Requests registration and orders handling
• Preparing of running schedules
• Automatic creation of the documents based on templates and external events
• Serial printing of pending documents
• Support of various dictionaries (clients, goods and services, city maps, actions, discount cards)
• Checking of the cash receipts, control of the delayed payments
• Data Export/Import to/from accounting system
• Automatic preparation of standard reports

System is protected from unauthorized access. Each user can be granted with set of the access rights which regulates his authorities and available functionality. The architecture used supports simple extending and adaptation for specific needs of the organization. System has been developed with usage of .Net, C# and MS SQL.

OutlookForce

Working in a partnership with Vested Development Inc, Afortio has developed OutlookForce for salesforce.com. OutlookForce is part of InvisibleCRM line of salesforce.com extensions, which brings the power of CRM inside of Microsoft Outlook.

New tabs and menu options added to Microsoft Outlook to bring CRM functionality and new combinations of information that adds new insight to customer profiles. Each component of the CRM is represented in Microsoft Outlook, making it easy to cross-reference information, track leads and opportunities, or any of the standard functions of a CRM system.

OutlookForce supports online and offline modes and provides invisible automatic data synchronization between salesforce.com and Outlook bringing new level of flexibility to end users. Outlook's comprehensive calendar, task and contact list becomes available for clear planning inside salesforce.com.

Outlook Integration for Amdocs ClarifyCRM

Working in partnership with Vested Development, Inc, Afortio developed component which fully integrates Amdocs ClarifyCRM workspace into the Microsoft Outlook. It provides seamless bi-directional synchronization of salesperson’s data (contact list, calendar, tasks, correspondence, etc) between Microsoft Outlook and Clarify CRM. Standard Outlook objects are customized with respect to CRM object model. Easily transfer customized forms with Field Mapping are designed to make this process intelligently automated.

It associates customer’s inbound and outbound email messages with CRM system rows such as accounts, opportunities, contacts or leads. End user may even transfer information to the PDA using Outlook’s device sync. Component has convenient and easy-to-use interface and can work in online/offline modes. The J2EE, С++, HTTP, SOAP, Outlook Add-ins Com+ components were used in this project.

Lead Management System

This web-based solution has been implemented for leading Automobile Manufacturer and aimed to collect\handle information about potential clients (client registration forms, sending out advertisements, arranging meetings, test-driving, negotiations, etc.) Import, export and reporting are supported.

In scope of this project is being performed system’s customization in three different business directions. In the latest versions of product all three direction (for Audi, VW and VW Bedrijfswagens) have been combined in solid, powerful and easy customizable system. This three-tier architecture system is developed by Afortio specialists with using Ado, .Net, C#.

Application for automation of Support Centre

Application is developed for Support Centre of Ukrainian company “GMM Technology” which is specialized in selling, leasing and support of Automatic Teller Machines (ATM). System is used by all departments of Support Centre (Customer Care Centre, Technical Support Centre, Field Support Centre and Service Design & Logistics) and it automates the following processes:

• Contract Management
  
  
• Planning and control of equipment’s setting and support
  
  
• Proving different kind of assistance
  
  
• Purchase of spares and retail materials
  
  
• Analysis Support Center’s functioning

The system is based on the three-tier architecture and has friendly Web-based GUI. We performed integration of the system with customer’s corporative Intranet-portal. In addition, there was implemented data import/export between this application and other company’s subsystems (warehouse accounting, document management and workflow, business accounting, HR department) and MS office application (MS Excel, MS Word, MS Outlook). System is fully developed by Afortio specialists with usage Java/J2EE (EJB, Jsp/Servlets, JSF). Project is in prototype developmental stage.