CRM
Collection and opportunity
The consultation of a furniture project can keep collection, finishing and documentation in the commercial opportunity before preparing the budget.
WIN INNOVATION / SPARTAN
Your company.
Connected.ERP software in Spain
ERP software in Lucena to connect professional furniture and orders: customers, operations and documents with an agreed configuration for your company.
Modules, data and equipment. A phased implementation.
MANAGEMENT MAP / SPARTANDEMOSTRATION
01 / CRM
Collection and opportunity
The consultation of a furniture project can keep collection, finishing and documentation in the commercial opportunity before preparing the budget.
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
From finish to order, with the same reference.
For a professional furniture and order business in Lucena, management begins by linking the data for each operation. The consultation of a furniture project can keep collection, finishing and documentation in the commercial opportunity before preparing the budget. The implementation of Spartan is being considered in stages with the modules and equipment involved in this route.
Inventory
Material and manufacture
A list of materials relates components and quantities to the product being manufactured. The configuration contrasts with actual references and processes of the workshop.
Invoice
Delivery and document
Relating order, albaran and invoice allows to follow what is delivered and what is left pending, without confusing a proposal accepted with a collection.
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 Lucena, its tools, responsible and data. It is agreed which process should be implemented first.
02Define modules and data
A list of materials relates components and quantities to the product being manufactured. The configuration contrasts with actual references and processes of the workshop. We review fields, permissions and integrations and prepare data correspondence before importing.
03Contrast with the equipment
The consultation of a furniture project can keep collection, finishing and documentation in the commercial opportunity before preparing the budget. The configuration is tested with agreed examples and training is prepared for people who will use the system.
04Start in stages
Relating order, albaran and invoice allows to follow what is delivered and what is left pending, without confusing a proposal accepted with a collection. Implementation, accompaniment and support are made; the extensions are reviewed according to the evolution of the business.
THE CONTEXT OF THE PROJECT
Lucena
Google Maps identifies Lucena. 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.
37.4129° N · 4.4961° O03 / BEFORE YOU DECIDE
The questions that
define the scope.
Where would you start with professional furniture and orders?
The consultation of a furniture project can keep collection, finishing and documentation in the commercial opportunity before preparing the budget. 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 Lucena company. We'll review the process to agree on Spartan's initial scope.
Tell us your process