CRM
Opportunity with scope
Maintaining need and commercial documentation makes it possible to prepare a proposal and to follow its decision without attributing guaranteed results.
WIN INNOVATION / SPARTAN
Your company.
Connected.ERP software in Hinojosa del Duque
ERP software in Hinojosa del Duque to connect professional services by phase: customers, operations and documents with an agreed configuration for your company.
Modules, data and equipment. A phased implementation.
MANAGEMENT MAP / SPARTANDEMOSTRATION
01 / CRM
Opportunity with scope
Maintaining need and commercial documentation makes it possible to prepare a proposal and to follow its decision without attributing guaranteed results.
Explore CRMConceptual map without connection to accounts. Do not create orders, issue documents or reproduce Spartan's interface.
Connect starts by understanding the process.
01 / THE OPERATION, PASE
The consultation becomes a defined project.
For a phased professional service business in Hinojosa del Duque, management begins by linking the data for each operation. Maintaining need and commercial documentation makes it possible to prepare a proposal and to follow its decision without attributing guaranteed results. The implementation of Spartan is proposed by steps with the modules and equipment involved in this tour.
Equipment and projects
Project and responsible
Relating phases, tasks and people with the customer makes it easier to share what work is planned and what documentation requires review.
Invoice
Periodic service
Recurrent billing can be configured according to the plan and conditions of the service, by reviewing frequency, documents and tracking of charges.
BEFORE CONECTING
The system needs
a shared criterion.
01
Data
Sources, references, fields and duplicates are reviewed before import is agreed.
02
Access
It defines which information each person needs and who keeps each part of the process.
03
Integrations
Las conexiones se contrastan según plan, versión y configuración; no se presuponen disponibles.
02 / IMPACT WITH EQUIPMENT
One process first.
Then the next.
Functions, training, implementation and support are reflected in the proposal. Explore the implementation phases.
01Understanding the operation
We identify how the business works in Hinojosa del Duque, its tools, responsible and data. It is agreed which process should be implemented first.
02Define modules and data
Relating phases, tasks and people with the customer makes it easier to share what work is planned and what documentation requires review. We review fields, permissions and integrations and prepare data correspondence before importing.
03Contrast with the equipment
Maintaining need and commercial documentation makes it possible to prepare a proposal and to follow its decision without attributing guaranteed results. The configuration is tested with agreed examples and training is prepared for people who will use the system.
04Start in stages
Recurrent billing can be configured according to the plan and conditions of the service, by reviewing frequency, documents and tracking of charges. Implementation, accompaniment and support are made; the extensions are reviewed according to the evolution of the business.
THE CONTEXT OF THE PROJECT
The Duke's noose
Google Maps identifies Hinojosa del Duke. The ERP proposal is based on the actual processes and data of the company; the location does not attribute a WIN headquarters in the municipality.
38.4956° N · 5.1458° O03 / BEFORE YOU DECIDE
The questions that
define the scope.
Where would you start with professional services in phases?
Maintaining need and commercial documentation makes it possible to prepare a proposal and to follow its decision without attributing guaranteed results. We review the current process, the available data and the people who need to work on the system before defining the initial scope.
Is this panel connected to Spartan?
No. It is a conceptual demonstration of a management route, with guidance data. It does not reproduce the product interface, access accounts, create orders or issue documents.
Can data be imported or other tools connected?
We review sources, data quality, duplicates and field correspondence before we agree to import. The integrations and their synchronization are checked according to plan, version and configuration; no connections to external systems are assumed.
Are all the modules and tax requirements included?
The available functions, devices, training and support are specified in the proposal. Electronic facturing and Verifattu require a review of the configuration, supplier documentation and obligations applicable to the company; this page does not in itself prove its adequacy.
SPARTAN ERP / LIKE PASO
Of the loose data
to shared work.
Tell us how customers, work and documents are related in your company of Hinojosa del Duke. We'll review the process to agree on Spartan's initial scope.
Tell us your process