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MediScribe

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Proposition:

A leading US based medical transcription service provider was finding it extremely difficult to manage customer data and track employee activities as most of the information was available across different platforms and formats.

The company was looking for a web based software solution to enable them store and track sales / customer related information, and do away with various problems that arose from tracking activities and collating information from multiple sources.

Solution:

Icreon suggested developing a centralized web based system for gathering and distributing the data.

Based on client requirements, we designed and developed the solution using Sugar CRM community edition, as this Open Source CRM can be customized easily. The CRM system developed could easily map the activities and collate and manage all disparate data, which was initially stored in ACT! – a Customer and Contact management system; and in Google docs and excel sheets, manually.

Some of the features customized are:

  • Using existing forms and customize them to gather information pertaining to leads, accounts etc.
  • Developing a team module to handle team relationships with various entities of the application such as projects module, documents etc.
  • Ability to send and receive FAX directly from the CRM system

Result:

With the solution, Icreon provided the client with a way to efficiently store and manage data; and streamline the business processes from a centralized location, thereby increasing operational efficiency.

Case Study

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