Coordenadora
Grecia Andriele Frare
Objetivo
Implementar o CRM para SaaS
Prazo
01 Sep 2024
Resultados principais
CRM integrado com Agrotitan
CRM integrado com Filt
CRM integrado com ERP de terceiros
Status
/ Statuscolour Yellow title em andamento
/ Statuscolour Green title completo concluído
Descrição do projeto Este projeto visa otimizar a utilização da ferramenta CRM Viasoft. Por meio de uma abordagem de reestruturação, iremos empregar as mais avançadas tecnologias e práticas de desenvolvimento para fornecer uma solução abrangente e eficiente aos nossos clientes.
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Não pode faltar:
CRM desacoplado do banco de dados do ERP Agrotitan
CRM compatível com Filt, Agrotitan e ERP de terceiros;Emissão de pedidos e visita ;
Gestão de contatos;
Metas e Funil de Vendas;
APIs de comunicação;
Sincronização com o CRM Mobile;
É bom ter:
Fora do escopo:
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Abaixo consta outra visualização do cronograma do projeto:
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Conquista
Proprietário
Prazo
Status
Finalizar a arquitetura do projeto e disponibilizar o ambiente de desenvolvimento/homologação para os desenvolvedores
Setor de tecnologia
11 Mar 2024
Statuscolour Green title CONCLUÍDO
Finalizar análise das APIs
01 Apr 2024
Statuscolour Green title CONCLUÍDO
Implementar arquitetura das APIs
28 Jun 30 Aug 2024
Statuscolour Yellow title EM ANDAMENTO
Finalizar análise das configurações do CRM
01 Apr 2024
Statuscolour Green title CONCLUÍDO
Finalizar análise das configurações do CRM (backend)
01 Apr 2024
Statuscolour Green title CONCLUÍDO
Implementar configurações do CRM (frontend)
28 Jun 2024
Statuscolour Yellow Green title EM ANDAMENTO CONCLUÍDO
Finalizar análise cadastro de usuário
01 Apr 2024
Statuscolour Green title CONCLUÍDO
Implementar cadastro de usuário
28 Jun 2024
Statuscolour Green title não iniciado CONCLUÍDO
Finalizar análise cadastro de perfis
22 Apr 2024
Statuscolour Green title CONCLUÍDO
Implementar cadastro de perfis
28 Jun 19 Jul 2024
Statuscolour Green title não iniciado CONCLUÍDO
Finalizar análise página de administração
30 Apr 2024
Statuscolour Green title CONCLUÍDO
Implementar página de administração
28 Jun 30 Sep 2024
Finalizar análise da rotina de Pedidos
30 Apr 2024
Statuscolour Yellow Green title EM ANDAMENTO CONCLUÍDO
Implementar a rotina de Pedidos
26 Aug 30 Sep 2024
Finalizar análise rotina de Metas e relatórios20 May Visita Técnica
30 Aug 2024
Implementar a rotina de Metas e relatórios26 Aug Visita Técnica
30 Sep 2024
Statuscolour Yellow title não iniciado EM ANDAMENTO
Finalizar análise da rotina de Funil de vendas e relatório
20 May 30 Aug 2024
Implementar a rotina de Funil de vendas e relatório
26 Aug 31 Dec 2024
Finalizar análise da rotina de sincronização com o CRM Mobile
30 Jun 2024
Statuscolour Green title não iniciado CONCLUÍDO
Implementar a sincronização com o CRM Mobile
26 Aug 2024
Statuscolour Yellow title EM ANDAMENTO
Implementar a carga inicial com o CRM Mobile
26 Aug 2024
Statuscolour Yellow title não iniciado EM ANDAMENTO