CRM Guidance - Audit

Our guidance practice thrives on operational experience in development, project management, technological expertise or training.

The multiplicity of experiences is essential to the customer's problems understanding and to design an appropriate response..

Long experience in software projects (CRM, Helpdesk, ERP, EDI in particular), coupled with technologies, markets and industry knowledges, allow us to have a critical and constructive view on your current or future projects.

CRM Guidance

  • Guidance for CRM campaign management
  • Guidance for CRM
  • Guidance for expansion of portfolio prospect
  • Guidance for defining key performance indicators (KPI)
  • ...

Project audit

  • Feasibility study
  • Risk Analysis
  • Analysis of cost and schedule
  • Quality control, monitoring of developments
  • Documentation Project, Reporting

Software strategy consulting

  • Project management Assistance for software solutions
  • Design and architecture of software
  • Feasibility of integrating solutions


Mis à jour le :

What's new in CRM

  • Digital signature of quotes

    Digital signature of quotes and contracts

    Digital signature, and what if we'd go into high gear ? Sign faster and increase your sales with the digital signature of quotes and contracts ! The solution allows to send automatically by email...
  • CRM and Slack connector : step up your bubble !

    CRM and Slack connector

    Increase your agility with Slack and your CRM ! The connector between your CRM and Slack allows you to connect the applications in order to increase productivity and improve teams collaboration. ...
  • CRM Geolocation

    CRM Geolocation module : maps, itineraries and geomarketing

    You are on the right way ! Blue note systems provides you with a module for the geolocation of customers’ accounts, contacts and leads registered in your CRM solution. The module works with Google...
  • Subscription management software : Take it easy and relax !

    Subscriptions and recurring billing management solution

    A Subscription and Recurring Billing management solution that enables you to easily process customer contracts and optimize administrative tasks. Our Contract/Subscription module provides you with a...

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