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CRM for a natural gas sales and transportation company

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CRM for a natural gas sales and transportation company
by SheBo
The application allows you to automate the processes that are used every day in companies selling and transporting natural gas.
What is implemented in the application:
- Loaded contact database into the system;
- Customized contact card interface;
- Loaded product database into the system;
- Customized product card interface;
- Created and configured event triggers;
- The "Planned limit" business process was created and configured;
- The business process "Gas consumption per day" was created and configured;
- Created and configured business process "General Indicator";
- Connected and configured mailboxes in the system;
- Connected and configured Directory functionality;
- Customized basic reports according to this type of activity;
- The Client's Personal Account module is connected and configured.
The system will all
Original question is available on version: ua SHEBO

Answers:

Болотян Юрий Александрович SheBo
SHEBO
Personal license
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For more detailed information, contact the following contacts:
+380663508850
+380937846074
u.bolotian@shebo.com.ua
a.sheyko@shebo.com.ua
y_bolotyan@ukr.net
http://shebo.com.ua
22.08.2022, 15:34
SHEBO Original comment available on version: ua

Very strong implementation - it's nice that all key processes are taken into account: from the personal account to daily reports. Systematicity is what is really valued in energy solutions now.
However, when working with such volumes of data, it is extremely important to think about information protection. After all, we are talking about contracts, payments, personal data of customers. This especially applies to cloud backup https://www.3849.com.ua/list/517160 and the stability of access to the history of interactions. I highly recommend getting acquainted with the systemic approach to KSZI in energy projects.
Your example is a clear demonstration of how industry CRM can improve both processes and control. Congratulations on a quality implementation!
13.07.2025, воскресенье, 03:24
Original comment available on version: ua

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