CHALLENGE:

Organize the complex process of handling leads from receiving to completion of the payment transaction.

AUTOMATED SYSTEMS AND COMPONENTS:
CRM, BPMN process and workflow

RESULT:

• Queue with checkpoints to distribute leads among dealers
• Linking with personal calendars to organize calls and meetings (with reminders)
• Generation of offer and contract documents from templates
• Harmonization of payment and contract stages with the client
• Monitoring and reminders for key process points
• Calculation of funding milestones
• Calculation of margins for the merchant

APPLIED TECHNOLOGIES:
VUE.js , CRM API, Cal-Dav