Terms of reference for the development of a CRM system AVADA-MEDIA
CRM (Customer Relationship Management) is a system that helps to streamline and automate customer relationships, optimize marketing and organize work with leads.
The terms of reference allows you to clarify and highlight the main requirements for CRM: describe the functionality, data structure, a set of modules and widgets, an interface, take into account all the relationships, identify the goals and objectives of the final product.
In addition, TK performs other important functions:
The AVADA MEDIA team is engaged in the preparation and visualization of technical specifications, which describe in detail the fundamental parameters of the project: from business goals to the nuances of development and design.
Features of the technical assignment for the development of CRM AVADA-MEDIA
The terms of reference not only captures ideas and contains a list of requirements that need to be implemented, but also serves as a guideline for the customer and developer.
There is no universal TK, so each of them is unique. The client has the opportunity to express wishes for its design and supplement the template proposed by the developer. At the same time, several criteria can be distinguished that are used in the preparation of most of the technical specifications.
The TOR for CRM usually contains the following points:
A CRM system should include not only the functionality of working with sales, but also marketing tools, have operational and analytical capabilities.
Terms of Reference is an internal document that can contain an arbitrary number of sections and clarifications. The main thing is that it should be clear to all parties, reflect the main functions of the system and describe the ways of their implementation.
Drawing up technical specifications for the development of CRM in AVADA MEDIA AVADA-MEDIA
In our company, you can order a technical specification for the development of a CRM system, which will determine its purpose and requirements for functionality, elements, access rights, modules, etc.
Before starting the development, the manager conducts a conversation with the client, discusses the basic requirements for the system, clarifies the details and wishes of the customer for inclusion in the general document.
After that, specialists collect data about the project and the specifics of business processes, analyze the future product and make recommendations.
The manager maintains communication with the client, coordinates with him all the points of the technical assignment and, as necessary, makes changes to the document.
Development of technical specifications for CRM development takes place in several stages: AVADA-MEDIA
Development of technical specifications for CRM development takes place in several stages:
A prototype is a simplified version of a CRM system that has a ready-made design and functionality. Product visualization helps the client to get acquainted with the interface, evaluate its convenience, see the mechanics and algorithms of the systems.
If necessary, the customer can make changes already at the first stage of work, which greatly facilitates and simplifies the task of specialists. This step allows you to create a product mockup without unnecessary expense and unnecessary risk.
After reviewing and approving the prototype, AVADA MEDIA specialists proceed to the next stage – drawing up a checklist of functions and transferring it to a summary table.
The video, which serves as a presentation of the project, allows you to quickly convey information about the project to the client and developers. We are recording a video containing a description of the system, its capabilities and operating principles.
Experts prescribe the entire business process in the form of transaction stages and form a sales funnel in CRM, on the basis of which automatic notifications, robots, etc. are set up. The following components are also taken into account:
The CRM system must be configured exactly for the processes of a particular company. Our team studies in detail the key features of the project, therefore, when drawing up a technical task, it takes into account its specifics. If necessary, we develop the architecture of the product in UML, create a database structure with a description of classes, their attributes and functions, as well as methods and relationships between objects (for this, a UML class diagram illustrating the system is being prepared).
Our company has been present in the software market for over 9 years. AVADA MEDIA specialists develop and implement full-featured entry-level and advanced CRM systems that help automate business processes, build customer relationships, improve lead efficiency and increase sales.
The best confirmation of our qualifications and professionalism are the stories of the success of our clients and the differences in their business before and after working with us.
Our clients What they say about us
Thanks to AVADA-MEDIA for a great project. The developers of AVADA-MEDIA have made for us a convenient and functional system for booking homes. This is not our first project with this company. The professionalism of its developers and competent management make the company the best IT partnerDenis, owner
I have been working with the AVADA-MEDIA team for more than 5 years. I want to note the professionalism of the developers and the excellent management of the employees who always help me in the tasks. We have implemented many different ideas with the AVADA-MEDIA team, and at the moment we are moving the existing store to a new platform.Risto, owner
He chose the AVADA-MEDIA team for his startup. We have been developing this project together for several years now. A lot of things have been done and improved during this time. Thanks to the team of AVADA specialists, the project is gaining commercial momentum and has already entered the Ukrainian market.Игорь, Co-owner
We have been cooperating with Sergey's team for 5 years in various business areas, including in the field of information technology. Sergey has repeatedly demonstrated the highest level of expertise and responsibility in our joint projects, especially in an uncertain situation and for a limited time.Bogdan Yurchenko, Director
As a technical director, Sergey perfectly organized work on the Sesh Me mobile application project, thanks to which we always received results in time. Also, I would like to point out the high level of developers from Sergey’s team. Very happy to work together. I recommend Sergey as a reliable and responsible partner.Vlad Konovalov, Product manager
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