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Business Solutions
About us
Value Proposition
Regional Footprint
Our Solutions
CLAdirect Business Solutions
Our Framework: Business Platform
Innovation: Key of success Focus on Innovation
Business Solutions value proposition CLAdirect will build and develop business solutions which allow you to:
Business Solutions: Sales Performance Optimization
Business Solutions: Field Sales Solution: Contracts
Business Solutions: Customer Service Automation
Business Solutions: Quote & Order Management (QOM)
New Paradigm : QOM Bridge
Opportunity Management
Activity Management
Account Management
Created to take control and guide our Sales Team through these 3 main Sales Process
New Paradigm : QOM Bridge
QOM Bridge = Integration QOM with outside world/ cloud
QOM Bridge: Enterprise Grade
QOM Bridge natively supports: ● QOM oAuth 2.0 ● QOM Single Sign On (SSO) ● QOM SSL encryption ● QOM User Profiles ● QOM Record Types ● QOM Custom Fields ● QOM Validation Rules ● QOM Custom Buttons ● QOM All editions of QOM
We make apps that integrate Google & QOM: QOM Bridge for Google Apps
QOM Bridge for integrates Gmail, Google Calendar, Google Contacts and Google Drive with QOM.
Why integrate Google Apps and QOM?
Problem Sales and support reps live in Gmail and Google Calendar, but important customer data needs to flow to and from QOM. Solution Bring QOM into Gmail and sync with Google Calendar to increase engagement, effectiveness and efficiency of employees. Benefits
● Increase productivity and adoption of QOM.
● Top and bottom line growth from faster sales cycles and ticket resolution.
● Greater visibility for marketing, sales and customer support.
Native QOM / Google Apps Integration
Gmail to QOM
Gmail Buttons and Links
Add Google Docs to QOM
Introducing QOM Bridge for Google Apps
QOM Bridge for Google Apps: Features Connection QOM and Google Apps
Automatically view contextual QOM Information in Gmail - Contact and Account Info - Activities & Tasks - Open and Closed Opportunities, Quotes and Order - Open and Closed Cases
Create, View and Edit QOM Records in Gmail & Google Apps in the Fly - Create Contacts, Account and Opportunities in QOM from Gmail - Create Tasks, Cases and Events in QOM from Gmail - Log a Call in QOM from Gmail
Automatically Lookup QOM Records by Name and Email Automatically Capture Contact Information from Gmail Save Emails & Attachments to QOM Objects Automatically Sync QOM with Google Calendar & Contacts Use QOM Email Templates in Gmail Track Emails: See Who, Where and When your emails are opened
Why Integrate Google Drive & QOM?
Problem Documents and files in Google Drive aren’t connected to customers in QOM. Solution Connect folders and files in Google Drive with accounts and opportunities in QOM. Benefits
● Automatically create customer folders in Google Drive.
● Access relevant Google Drive files and documents in QOM.
● Create, view, edit, upload, and download Google Drive files inside QOM.
Introducing QOM Bridge for Google Drive
Google Drive and QOM Fully Integrated
● 100% qom.com native
● 5-minute set up ● Support for
custom objects in QOM
Problem If you’re in sales, QOM makes it easy for you to manage your customer relationships and follow-up on opportunities, but important customer data needs to flow to and from QOM. Solution QOM for Evernote, lets you capture and share the information you and your team need in order to do your best work.. With it, you’ll deepen your understanding deals and act on opportunities in brand new ways.
Benefits ● At client meetings, you can access and add
to all your notes within Evernote, even when you’re offline.
● It’s easy for you to stay updated — when your team collects information about opportunities in Evernote, you’ll automatically see their updates in your Chatter feed.
Why Integrate Evernote & QOM?
QOM Bridge for Evernote
Why Integrate QuickBooks & QOM?
Problem QOM has not automatic Billing amount, bill PDFs and Collected Payments information and other important objects like Items and Account are not synced. Solution QOM Bridge for Quickbooks integrates QuickBooks (desktop and online) and QOM. Stop errors, wasted time, and hassle in their tracks. Automatically syncing your important data on demand or on schedule, and save time.
Benefits ● QuickBooks Customers sync with QOM Accounts ● QuickBooks Items sync with QOM Products ● QuickBooks invoice details go to QOM
Opportunities and Orders ● Payments in QuickBooks update the open balance
amount in Opportunities
Introducing QOM Bridge for Quick Books
CLAdirect Agile Solution Development
Our Methodology
Our solutions delivery workflow
Agile/Scrum Roles
Team members
Company references
Use Case Presentation
Login
Last searchs
Search accounts
Detail of account
Create account
Add/Update Service
Resume of services
Plans and Services adquired
Confirmation
End
Dashboards
Dashboards
Integrations with external systems
Our Technology Partners
Success Stories
Success Stories
2006 2007 2011
TELCO COMPANY (PERU)
CORE IP
TELCO & MOBILE COMPANY (ARGENTINA)
Network Security Project
TELCO COMPANY (COLOMBIA) Metro Network Consulting
TELCO COMPANY (PARAGUAY)
DPI & BRAS
TELCO COMPANY (BOLIVIA) CORE MPLS/BRAS
TELCO & MOBILE COMPANY (PERU)
CORE MPLS & Services
TELCO & MOBILE COMPANY (USA)
Proyect Core MPLS
ELECTORAL AUTHORITY
Load & Apps Balancing
REGIONAL CARRIER (ARGENTINA)
Red MPLS
2005 2008
2009 2010
TELCO COMPANY (CARIBE)
Evaluation IGR/BRAS
TELCO COMPANY (CARIBE)
Corporate Firewalls TELCO COMPANY (CARIBE)
Audit and Network Optimization
NEUTRAL REGIONAL CARRIER (ARGENTINA)
CORE MPLS TELCO COMPANY
MPLS Network Management High Availability
2012
2013/2014
Success Stories
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