Different Solutions developed a vtiger CRM integration of the Factoring information system concept (FIS) of PB Factoring GmbH a hundred percent subsidiary company of the German Post Bank AG

20 September 2007 17:46 ·  Category: VTC

On the basis of the standard modules of the open source customer relationship management software vtiger CRM was integrated the complete functionality of the Factoring information system concept (FIS) of the PB-Factoring GmbH.

The task was extensive! On the basis of the Standard modules of the open source customer relationship management software vtiger CRM (Customer Relationsship management) was integrated the complete functionality of the Factoring information system concept (FIS) of PB-Factoring GmbH. Beyond that vtiger CRM was extended by new functionalities and modules.

 

New components to develop and the update ability of the system at the same time to receive was only one of the numerous challenges of this project. One Difficultly was for example the Oracle porting of vtiger CRM, which had to be completely changed over for it, and a ?new? vtiger CRM with ?enterprise ready? - option was developed. The solution of this special task clarified impressively vTigers integration and adaptability. Particularly to emphasize is also a core module programmed again in this project, which rule-based offer assistant (RAA).

 

With this module complex, individual offers can be provided and administered.
Further new and adapted components and functionalities are:

  • Integrated forms management
  • Complex printing control
  • Commission calculation
  • Contract administration
  • Customer evaluation
  • Internal workflows

With FIS application all business processes of the first contact become, over which offer generation accompanies exzellent up to the conclusion of a contract and supports.

 

You find a Showcase of the project [here].