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Coordenadora

Grecia Andriele Frare

Objetivo

Implementar o CRM para SaaS

Prazo

Resultados principais

CRM integrado com Agrotitan

CRM integrado com Filt

CRM integrado com ERP de terceiros

Status

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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.

...

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:

  • Cadastro de clientes;

  • Tabela de Preço;

  • Relatórios financeiros e lista de produtos;

  • Gestão de contatos;

  • Metas e Funil de Vendas;

  • Emissão de pedidos e visita;

Fora do escopo:

  • Neste momento não atenderá os seguintes módulos:

    • Coleta de Leite;

    • Laudo de vistoria de Sementes;

    • Programa de troca Barter;

    • Nota fiscal de venda ambulante;

...

Roadmap Planner
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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

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Finalizar análise das APIs

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Implementar arquitetura das APIs28 Jun

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Finalizar análise das configurações do CRM

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Finalizar análise das configurações do CRM (backend)

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titlenão iniciadoCONCLUÍDO

Implementar configurações do CRM (frontend)

Status
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titlenão iniciadoCONCLUÍDO

Finalizar análise cadastro de usuário

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titlenão iniciadoCONCLUÍDO

Implementar cadastro de usuário

Status
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titlenão iniciadoCONCLUÍDO

Finalizar análise cadastro de perfis

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Implementar cadastro de perfis

28 Jun

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Finalizar análise página de administração

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titlenão iniciadoCONCLUÍDO

Implementar página de administração

28 Jun

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Finalizar análise da rotina de Pedidos

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Implementar a rotina de Pedidos

26 Aug

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Finalizar análise rotina de Metas e relatórios20 May Visita Técnica

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Implementar a rotina de Metas e relatórios26 Aug Visita Técnica

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Finalizar análise da rotina de Funil de vendas e relatório

20 May

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Implementar a rotina de Funil de vendas e relatório

26 Aug

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Finalizar análise da rotina de sincronização com o CRM Mobile

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Implementar a sincronização com o CRM Mobile

Status
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titleEM ANDAMENTO

Implementar a carga inicial com o CRM Mobile

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