MAXIMIZE VALUE ON YOUR CRM INVESTMENT - CRM SERVICES & SOLUTIONS

MAXIMIZE VALUE ON YOUR CRM INVESTMENT

CUSTOMER RELATIONSHIP MANAGEMENT

1603 Capitol Ave. Suite 310 A124

Cheyenne, Wyoming 82001

Transform Business Using Tailored

CRM Solutions

Taction’s CRM practice and experts assist businesses in identifying the right

CRM platform using best practices and tools to build most cost effective

customized CRM applications as per the business process automation &

customer relationship management strategy.

We have extensive experience in Process Re-Engineering, CRM

Development, CRM Customization, CRM Migration, Workflow Automation

and CRM Implementation across technology stack to different industry

verticals around the world.

Our key strength lies in building an end-to-end CRM eco system with tight

integration with legacy and front end systems.

Enterprise Solutions Simplified

Enterprise Customized CRM For

Every Organization Function


Marketing

Automation

Sales

Automation

Service

Desk

Automation

Telephony

IntegrationWorkflow

Automation

Order & Invoice

Management

Accounting

IntegrationERP

Integration

Data

Migration

Maximize Value on your CRM

Investment

We assist you building an effective integrated CRM platform and aligning

the people and processes with customer relationship management goals.

With our specialized CRM services, automate your MARKETING, SALES

CUSTOMER ACCOUNT MANAGEMENT, CUSTOMER CARE, SERVICE

DESK PROCESSES.

• SuiteCRM

• SugarCRM

• Custom CRM


CRM Consulting Process


SuiteCRM

Our SuiteCRM practice comprises of team members having extensive experience in SuiteCRM Customization,

SuiteCRM Development and SuiteCRM Migration and SuiteCRM Integration services with 3rd party APIs.

We have Customized, Migrated and Integrated SuiteCRM for various industry verticals such as Healthcare, Education,

Retail, Travel, Publication, Technology etc. We have delivered projects World-wide that range from the large CRM

design and Implementation to small-scale modifications.

We at Taction, a SuiteCRM Delivery Partner use Agile and process driven approach to build robust and customized

SuiteCRM web solutions for enterprises in achieving their CRM Business goals.


SuiteCRM Services


SuiteCRM CustomizationBoost your business by our SuiteCRM

Customization services and achieve your

business objectives faster.

• Module Customization

• Workflow Customization

• Extensions/ Plugin Customization and

Development

SuiteCRM DevelopmentAdopt upgrade safe SuiteCRM solutions that

are aligned with SuiteCRM Implementation

Best Practices.

• Custom Module Development

• System Configuration and Deployment

• Integration with existing applications

SuiteCRM IntegrationEnhance your business processes by

integrating SuiteCRM with your existing

applications and create an integrated

technology eco system.

• Web and Third Party API Integration

• ERP Integration

• Telephony Integration

SuiteCRM MigrationWant to migrate to SuiteCRM from your

current CRM platform, we can assist you for

higher ROI.

• SugarCRM to SuiteCRM

• Goldmine to SuiteCRM

• Salesforce to SuiteCRM

SuiteCRM Services


SuiteCRM ImplementationGo for the Enterprise-Ready Open Source

alternative to all the major CRM Product

Suites to effectively manage your sales,

marketing and customer service desk.

• Configuration and Deployment

• Customization and Integration

• Data Migration and User Acceptance

Building

SuiteCRM TrainingGet your team trained on SuiteCRM and let

your customers enjoy higher access to

Information.

• Admin Training for System Administrator

• End User Training for Sales, Marketing,

Customer Support Reps

• Training on the customized SuiteCRM

instance

At Taction, we combine latest and adaptive technologies with best industry practices coupled with

latest technology standards to achieve the overall business vision in quick time with optimal

performance. Our SuiteCRM Services includes:

• SuiteCRM Customization

• SuiteCRM Development

• SuiteCRM Migration

• SuiteCRM Implementation

• SuiteCRM Integration

• SuiteCRM Telephony

Integration

• Workflow Automation

• Call Centre Implementation

• SuiteCRM Performance

Tuning and Auditing

• Order Management, Invoice

Management Automation

• SuiteCRM Training – End

Users and Admin

SugarCRM

Our SugarCRM practice assists the client with the latest best practices and build the most cost effective CRM

application as per the business process automation strategy using SugarCRM as the platform. We have extensive

experience in customizing (upgrade safe), migrating to SugarCRM and integrating SugarCRM with 3rd party APIs

and systems with a team comprising of technology consultants, developers with a number of years of SugarCRM

development experience.. With Agile and process driven approach, we build robust and custom SugarCRM web

solutions for enterprises for achieving their CRM Business goals.

SUGARCRM EDITIONS:

SUGAR PROFESSIONAL

SUGAR ENTERPRISE

SUGAR ULTIMATE

SUGAR COMMUNITY


SugarCRM Services


SugarCRM CustomizationBoost your business by our SugarCRM

Customization services and achieve your

business objectives faster.

• Module Customization

• Workflow & Report Customization

• Plugin / Extensions Customization and

Development

SugarCRM DevelopmentAdopt upgrade safe SugarCRM solutions

that are aligned with SugarCRM

Implementation Best Practices.

• Custom Module Development

• Configuration and On-premise Edition

Deployment

• Integration with Third-party applications

SugarCRM IntegrationEnhance your business processes by

integrating SugarCRM with your existing

applications and create an

• Integrated technology eco-system

• Third Party API and Web Integration

• QuickBooks Integration

• Asterisk Integration for CTI

SugarCRM MigrationWant to migrate to SugarCRM from your

current CRM platform, we can assist you for

higher ROI.

• Salesforce to SugarCRM

• Microsoft Dynamics to SugarCRM

• Siebel CRM to SugarCRM

SugarCRM Services


SugarCRM ImplementationGo for the most empowering, adaptable and

affordable customer relationship management

(CRM) solution in the Market

• Configuration and On-site Deployment

• Customization and Integration

• Data Migration and User Adoption Support

SugarCRM TrainingGet your team trained on SugarCRM best

practices by our SugarCRM Experts.

• SugarCRM Admin Training

• SugarCRM End-User Training

• Training on the customized SugarCRM

instance

At Taction, we combine latest and adaptive technologies with best industry practices coupled with

latest technology standards to achieve the overall business vision in quick time with optimal

performance. We offer the following SugarCRM services:

• SugarCRM Customization

• SugarCRM Development

• SugarCRM Migration

• SugarCRM Implementation

• SugarCRM Consulting

• SugarCRM Telephony

Integration

• Call Centre Implementation

• SugarCRM Performance

Tuning and Auditing

• Order Management, Invoice

Management Automation

• SugarCRM Training – End

Users and Admin

• SugarCRM Integration

SugarCRM – Engage & Manage

Customers Effectively


Sugar For Marketing

Campaign Management, Marketing Automation,

Email Marketing, Marketing Analytics, Social

Media Management, Data Enrichment.

Sugar For Sales

Performance Management, CPQ, Proposal,

and Contract Management, eCommerce,

Relationship Intelligence, Analytics, Content

Enablement, Partner Enablement.

Sugar Service & Support

Multichannel Contact Center, CTI integration,

Voice of the Customer, Field Service, Service

Analytics, Knowledge Management.

Sugar For Integration & Management

ERP, Accounting & Financial Management,

Integration Platforms, Cloud Services.

Sugar For Productivity

Content Management, Web Conferencing,

Enterprise Collaboration, Email & Calendar,

Location Based Services, Business Process

Management, Learning Management.

Data Analytics

Data Enrichment, Business Intelligence,

Analytics.

Custom CRM

We develop Enterprise Ready Scalable CRM Applications that help businesses to meet the emerging CRM

challenges and opportunities on the cloud, mobility innovation and social revolution and transform organizational

objectives into scalable enterprise applications. Our CRM development team can handle anything from a basic

CRM solution to a complex application and delivers flawless working, structured coding, bug-free execution and

complete support till end user platform adoption.

You will be assisted by a highly experienced group of CRM domain experts that will make sure of creating

innovative web applications to meet all your CRM related expectations. We invest a considerable amount of time in

identifying specifics of the business processes before deciding technical and operational approaches.


Reliable, Secure, Scalable

Custom CRM Solutions

Application

DevelopmentCRM

Consultancy

CRM

Integration

CRM

ImplementationData

Migration

Training &

Support


Our Approach – Discovery Phase


Identification of Stakeholders

Stakeholder Interviews

Joint Requirements Development (JRD) Sessions

Prototype Development

Workflow Process

Documentation of Non Functional Requirements

Review & Changes

Results of Discovery Phase

Functional Requirements through

Prototype

•UI / Wire Frames

•Documented Workflows

Non Functional Requirements

•Usability

•Architecture Design

•Availability

•Performance

•Maintainability

•Documentation

•Support

•Interoperability, Integration Requirements

•Compliance

•Scalability (Horizontal, Vertical)

•Security

•Hosting and Backup

Project Plan & Roadmap

•Detailed task/resource level project plan

Cost Estimates •Detailed cost estimates to allow for budgetary/trade-off analysis


Industries Served


At Taction, we combine latest and adaptive technologies with best industry practice coupled with latest

standards to achieve the overall business vision quickly with high quality and performance.

• Healthcare

• Education

• Travel

• Information Technology

• Non Profit Organizations

• Service

• Manufacturing

• Publication

• Media & Entertainment

• Software Products

• Telecom & Internet Security Service

Providers

The Taction’s Advantage

PEOPLE

• Total Experience of 20,000 Man Months

• Pool of LAMP and . NET Professionals

• Functional & Technical Expertise Mix

• Discovery Phase Ready & Special Ops Team

QUALITY

• Detailed Use / Test Cases developed

during Discovery Phase

• Internal Release Management

• Best Practices and Process Infrastructure

KNOWLEDGE MANAGEMENT

• High Degree of Skills in Compliance,

Standards & Certification Process

• Flexible Engagement & Staffing Models

COMMUNCIATION & COLLABORATION

• Customer Advocacy

• 3 Levels Escalation for all Support and

PM requirements


Featured Projects


CASE STUDIESThe Success Journey

http://www.tactionsoftware.com/case-studies/

SuiteCRM Asterisk Telephony Integration• Client:

A Leading US based Financial Institution that deals in the lending business with more

than 1000 offices across the US.

• Challenges:

The client wanted Call Center Automation to manage their telephonic conversations with

the leads and customers effectively having a tightly integrated platform of Telephone and

the backend SuiteCRM system. They wanted to achieve a seamless automated for

inbound and outbound calls along with a provision of capturing call notes, call to lead

creation in CRM, Call transfer and Call recording functionality either to monitor the

performance of their agents or for regulatory compliance.

• Technology:

SuiteCRM, Asterisk, Zoiper

• Solution:

http://www.tactionsoftware.com/case-studies/suitecrm-asterisk-telephony-integration/

• Outcome:

The implementation enabled the client’s representatives to receive the incoming calls with

demographic details of the existing contacts/ customers with a single click option to view all

previous collaboration details directly in the SuiteCRM. It also enabled them in creating call

notes associating with the contact as history items saving the link to the audio file of the

recorded call. It allowed them in creating leads directly in the SuiteCRM from the call receive

interface in case of a call coming in from an unregistered telephone number. The SuiteCRM-

Asterisk Telephony Integration solution has improved the efficiency of the customer

relationship management process of the client dramatically with reduced individual

dependency on the representatives and helped them in having well informed and personalized

call conversations with the leads and customers.


Goldmine to SuiteCRM Migration

• Client:

One of the US based companies that deals in Fuel Cards and manage associated

discounts and royalty points for the subscribers.

Challenges:

Client was using GoldMine system to manage their Customer Information and wanted to

migrate to SuiteCRM for having a better access to automate the Marketing, Pre and

Post Sales processes. They also had a set of customized requirements which were not

directly catered by the default functionality of SuiteCRM and needed code level

customization.

• Technology:

GoldMine, SuiteCRM

• Solution:

http://www.tactionsoftware.com/case-studies/goldmine-suitecrm-migration/

• Outcome:

This helped in a smoother user acceptance run during final implementation of the new

system. The migration resolved couple of customer data management issues and

allowed the client to automate their Marketing, Sales, Vendor Management and

Customer Service Desk process more effectively.


SuiteCRM Contivio Integration for

Patient Care Management System

• Client:

A US based startup Healthcare organization designed for Primary Care Physician’s to

strengthening their patient’s overall wellness and relationship through “Patient

Relationship Management” and “Care Management” services.

• Challenges:

Client was looking for cost effective solutions for physician, patient and clinic

relationship management system. They wanted a cloud based telephony system to be

integrated with CRM for better collaboration between the Doctors and Patients.

• Technology:

SuiteCRM, Contivio

• Solution:

http://www.tactionsoftware.com/case-studies/suitecrm-contivio-integration-patient-care-

management-system/

• Outcome:

The healthcare system automated number of workflows to avoid unnecessary delays

and manual intervention for better effectiveness. It also offers a Doctor-Patient online

communication channel through a tight integration with Contivio, a cloud-based Contact

Center & Telephony software, for effective communication among the Doctors, Patients

and the clinics. The SuiteCRM implementation has improved the Doctor-Patient

relationship a lot by consolidation of every details into one platform instead of spreading

over in multiple repositories in different forms.


SugarCRM Pro to SuiteCRM

Migration

• Client:

Client is the largest company selling products for packaging and focused on the

manufacture and distribution of products for packaging, industrial supplies and

disposable products.

• Challenges:

Client was looking to migrate from SugarCRM 7 Pro (On Demand) to SuiteCRM to

reduce the costs and manage the number of Users increasing day by day. As per the

Client requirements, there were some major customization need to be done in

SugarCRM 7 Pro (On Demand) which was time consuming and costly.

• Technology:

SugarCRM 7 Pro (On Demand), SugarCRM, SuiteCRM

• Solution:

http://www.tactionsoftware.com/case-studies/sugarcrm-pro-suitecrm-migration/

• Outcome:


system. The migration has resolved couple of operational issues along with cost

concerns of the client.


Act! to SugarCRM Migration

• Client:

A US based organization that runs a child safety solutions network. It brings together the

creative energy and successes of parents, child safety experts, community health

educators, law enforcement, firefighters/EMS, teachers, nurses and pediatricians who

are dedicated to teaching children to act safely and responsibly.

• Challenges:

To meet the high level of new requirement, client decided to migrate from ACT to

SugarCRM.

• Technology:

ACTCRM, SugarCRM

• Solution:

http://www.tactionsoftware.com/case-studies/actcrm-sugarcrm-migration/

• Outcome:


system. The migration has resolved couple of operational issues along with cost

concerns of the client.


Proud Customers


Client’s Talk

“Taction stood out as unique. Even though they were confident in their skills, they weren’t brash or forceful

in terms of communication, which translated into huge benefits when it came to interacting with the

technology groups of other clients.” - Malcolm McKinnon

“Taction Software’s flexibility has been unparalleled. We received great value from what we spent on the

website.” - Matt Collins

“The team was very responsive and made valuable feedback. They worked well to get the job done. They

were very professional throughout the project.” - Elgin Clemmons

“Taction Software always read more delivered on time and within the specified budget.” - Jeremy Gonzales

“The team was very responsive and made valuable feedback. They worked well to get the job done. They

were very professional throughout the project.” - Tam George

“These guys are very nice to work with; they are fast and very transparent. Would love to work with them

again in the future.” - JV De Castro


THANK YOUhttp://www.tactionsoftware.com

http://crm-experts.us/

KNOW MORE

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UPWORK: https://goo.gl/sai6GO
