SuiteCRM Dev Strategy - TICKETING, OUTLOOK INTEGRATION, APIs
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Post a project like this$100
- Posted:
- Proposals: 5
- Remote
- #1471412
- PRE-FUNDED
- Expired
Description
Experience Level: Expert
General information for the business: IT Service Desk: POS, Processing, Technical Support
Kind of development: Customization of existing program
Platform: SugarCRM
Description of every module: Bigger picture development strategy needed.
We do not use the marketing and lead aspects of CRM. Our CRM is only used for existing customers.
You will be given a tour our of our systems and workflow.
These are the big ticket Items that call for an integrated approach:
Implement ticketing for all calls (Worldsmart Web Integrator). (tickets = cases) This provider does not have an API. Investigate ‘web integrator’.
Implement ticketing for all emails (Outlook). (tickets = cases)
ConnectWise Automate is the RMM tool with Ticketing we will be moving to 3rd Quarter. Is this Ticketing Agent sufficient?
ScreenConnect remote login tool is baked into ConnectWise Automate. (ConnectWise API).
New Cases (tickets) will ALSO often generate a task, calendar appt, email or call
SYNC TASKS (Outlook Integration)
SYNC CALENDAR (Outlook Integration)
SYNC EMAIL (Outlook Integration)
Mobile Friendly
Specific technologies required: SuiteCRM, SugarCRM, MS Office
OS requirements: Windows
Extra notes: We are a 15 year IT services company and we are uniquely positioned nationally as the largest reseller of a major POS app last year.
We intent to develop and expand suite CRM into a platform to fill the needs for three industries. Processing, technical support (HW and SW) and POS. Yes I do mean platform. Yes I know how big a scope that is. :)
SUPPLEMENTAL:
The ConnectWise API and SDK may be the best place to start as Automate is an RMM tool with a ticketing agent built in. I need this ticketing agent evaluated. Is it good enough for us to use as described? Is it powerful enough?
WORLDSMART our phone provider does not have an API. They do have Web Integration per user. This must be investigated. See attached. Can we effectively get call logs and recordings in CRM?
Kind of development: Customization of existing program
Platform: SugarCRM
Description of every module: Bigger picture development strategy needed.
We do not use the marketing and lead aspects of CRM. Our CRM is only used for existing customers.
You will be given a tour our of our systems and workflow.
These are the big ticket Items that call for an integrated approach:
Implement ticketing for all calls (Worldsmart Web Integrator). (tickets = cases) This provider does not have an API. Investigate ‘web integrator’.
Implement ticketing for all emails (Outlook). (tickets = cases)
ConnectWise Automate is the RMM tool with Ticketing we will be moving to 3rd Quarter. Is this Ticketing Agent sufficient?
ScreenConnect remote login tool is baked into ConnectWise Automate. (ConnectWise API).
New Cases (tickets) will ALSO often generate a task, calendar appt, email or call
SYNC TASKS (Outlook Integration)
SYNC CALENDAR (Outlook Integration)
SYNC EMAIL (Outlook Integration)
Mobile Friendly
Specific technologies required: SuiteCRM, SugarCRM, MS Office
OS requirements: Windows
Extra notes: We are a 15 year IT services company and we are uniquely positioned nationally as the largest reseller of a major POS app last year.
We intent to develop and expand suite CRM into a platform to fill the needs for three industries. Processing, technical support (HW and SW) and POS. Yes I do mean platform. Yes I know how big a scope that is. :)
SUPPLEMENTAL:
The ConnectWise API and SDK may be the best place to start as Automate is an RMM tool with a ticketing agent built in. I need this ticketing agent evaluated. Is it good enough for us to use as described? Is it powerful enough?
WORLDSMART our phone provider does not have an API. They do have Web Integration per user. This must be investigated. See attached. Can we effectively get call logs and recordings in CRM?
Ross B.
100% (17)Projects Completed
5
Freelancers worked with
3
Projects awarded
63%
Last project
5 May 2017
United Kingdom
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