Invoice Automation with Quickbook and Salesforce Integration for Wealth Management Company   About Client   JDM Wealth Management is committed to provide active management and financial planning solutions to different clients. JDM team help clients to define financial goals and guide toward financial independence Business Challenge   Key Business Challenges:- Synchronization of Invoices and Activities […]

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Order and Sales Management for LED Service Company

Posted by · on August 20, 2014 · in · with 0 Comments

Order and Sales Management for LED Service Company   About Client   A family owned company located in the great city of Austin, Texas. With an unwavering commitment to professional service and customer satisfaction, leading manufacturers of custom neon signs and custom LED signs. Serving hundreds of satisfied clients from all corners of the globe, […]

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RealEstate CRM solution on SugarCRM Professional for Helm Society   About Client   Josh Klenoff founded The Helm Society in January of 2013. A peer-networking group for CEOs and Executive leaders all around the country (USA) hosting small half-day gatherings several times a month and very large CEO retreats twice a year. Business Challenge   […]

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E-Commerce Solution on SalesForce Platform for Quicker and Safer Business   About Client   DressMe , Retail Clothing increases the In-Store footfall for fashion brands and retailers by helping consumers find fashion products and stores, by location. Client’s Location Based Advertising Platform has been developed for fashion brands & retailers and designed to increase “In-Store […]

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Cloud Based Hotel Management Systems

Posted by · on July 24, 2014 · in · with 0 Comments

Cloud Based Hotel Management Systems About Client Client is in Hotel Business Management in Japan and chosen SalesForce CRM to maintain their business flow. Jinya Connect is a cloud based integration system for Hotels and inn which utilizes state-of-the-art social, mobile and cloud service. The Challenge Client needed solution to manage and improve the efficiency […]

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Magento SugarCRM enhancement and integration

Posted by · on July 24, 2014 · in · with 0 Comments

Magento enhancement and integration with SugarCRM Professional Edition.   About Client Client is in E-Commerce electronic business. Client needed an E-commerce solution to allows users to place their orders from the front end which are then picked up by the support staff in back office . Business Challenge Client uses Magento and SugarCRM separately to […]

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Cloud Finance Insurance Solution

Posted by · on July 24, 2014 · in · with 0 Comments

Solution for Motor Finance Company   About Client Get Approved is a Car finance company in Australia, providing the right finance with minimum fuss. Business Challenge The Key Challenges Not able to Track Customer data in one platform Not able to view the Sales representative activity while on move Approving authority has to check the […]

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Travel CRM

Posted by · on July 24, 2014 · in · with 0 Comments

Travel CRM for leading IT service provider to track and manage business efficiently. About Client Your Web Pros is a leading IT service provider specialized in hosting solutions, Backup and monthly maintenance, security updates, Search Engine Optimization, Project Management along with their design and consulting for the Internet Marketing industry around the globe. Business Challenge […]

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Patent Service Management

Posted by · on July 24, 2014 · in · with 0 Comments

Advanz Knowledge Systems provided solution on SugarCRM platform to Acute Venture, a renowned patent/copyright service provider to improve the business process. About Client Acute Ventures is an umbrella group that focuses on copyrights and other patent services in the Jurisdiction sector. Acute Ventures Partners has operations in 20 states in the US primarily focused in […]

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Real Estate Solution on SalesForce

Posted by · on July 24, 2014 · in · with 0 Comments

Real Estate investments Sales solution on Salesforce platform.   About Client  Ariel Property Advisors is a New York City real estate investment sales company dedicated to delivering the best transactional experience possible. The firm is structured to produce optimal results through two complementary divisions that address these elements — Investment,Sales and Investment Research. Business Challenge […]

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