A company, engaged in water supply, asked us for help. Their business is dynamically expanding, they get new customers every day, and orders for water supply are received via the internet. The company had already been using vTiger CRM system, which allowed them to automate the business to a great extent. However, the company management decided to introduce a reward system in the form of special bonus points. Therefore, our developer had to make a number of changes to the CRM solution.

CHANGES MADE IN THE CRM SYSTEM:

• a special bonus account for each client has been created;

• a system of accrual and debiting of bonuses from the account has been created;

• empty tare accounting has been added.

The modernization of the vTiger CRM system has become possible due to the use of open source technology. After making all the changes, the company's CRM system was able to automatically assign bonus points for water purchase to a special bonus account, write off bonus points from the bonus account when buying water, generate reports on customer bonus accounts for the selected period, and keep an empty tare accounting.

As a result of the work accomplished, the company was able to attract new customers with its bonus program.

The last stage of vTiger CRM modernization was the integration of new modules with various office programs. Such compatibility allows employees to promptly receive documents in the required format for printing or sending by e-mail, as well as by various accounting programs.