CRM
Consultation and agenda
Organizing contacts, availability and monitoring helps prepare the attention. The example uses fictitious information and does not incorporate clinical stories.
WIN INNOVATION / SPARTAN
Your company.
Connected.ERP software in Cabra
ERP software in Cabra to connect services with appointment and professional attention: customers, operations and documents with an agreed configuration for your company.
Modules, data and equipment. A phased implementation.
MANAGEMENT MAP / SPARTANDEMOSTRATION
01 / CRM
Consultation and agenda
Organizing contacts, availability and monitoring helps prepare the attention. The example uses fictitious information and does not incorporate clinical stories.
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 commercial relationship has its own space.
For a service business with appointment and professional attention in Cabra, management begins by linking the data for each operation. Organizing contacts, availability and monitoring helps prepare the attention. The example uses fictitious information and does not incorporate clinical stories. The implementation of Spartan set out in stages with the modules and equipment involved in this tour.
Equipment and projects
Phase work
Linking tasks and responsible to the service allows to review their administrative preparation and documentation within the defined scope.
Invoice
Administrative documentation
Relating the service to your documents and charges avoids treating a requested appointment as an already billed operation. Permissions and necessary data are reviewed.
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 Cabra, its tools, responsible and data. It is agreed which process should be implemented first.
02Define modules and data
Linking tasks and responsible to the service allows to review their administrative preparation and documentation within the defined scope. We review fields, permissions and integrations and prepare data correspondence before importing.
03Contrast with the equipment
Organizing contacts, availability and monitoring helps prepare the attention. The example uses fictitious information and does not incorporate clinical stories. The configuration is tested with agreed examples and training is prepared for people who will use the system.
04Start in stages
Relating the service to your documents and charges avoids treating a requested appointment as an already billed operation. Permissions and necessary data are reviewed. Implementation, accompaniment and support are made; the extensions are reviewed according to the evolution of the business.
THE CONTEXT OF THE PROJECT
Goat
Google Maps identifies Cabra. 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.
37.4731° N · 4.4434° O03 / BEFORE YOU DECIDE
The questions that
define the scope.
Where would you start with appointment services and professional care?
Organizing contacts, availability and monitoring helps prepare the attention. The example uses fictitious information and does not incorporate clinical stories. 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 in Cabra. We'll review the process to agree on Spartan's initial scope.
Tell us your process