We have been proud to work with Legrand CRM over an extend number of years. The majority of our sites utilise Legrand and its embedded functionality 'off-the-shelf'.  Notwithstanding, in some instances sites require functionality sets beyond core features in order to complete their system requirements. In these cases we have utilised our development resources and knowledge of Legrand CRM's data structures to produce various utilities or reports to facilitate specific requirements.

Examples of some of our development projects relating to Legrand CRM are listed below. We also have a number of utilities we have developed for use with Legrand CRM.  For more information about our developments or to discuss a potential project, please feel free to contact us by email ( ) or phone (+61 8 9388 8087).

Database triggers - automatically create/action processes given specific circumstances (e.g. if a customer type changes to active prospect then automatically create a new sales opportunity). A sample database trigger can be seen in this video which shows a project for a client wanted sales opportunities  that a won to be automatically converted into a new job.

Examples include:

- Automatic new customer/contact number assignment

- Automatic new job/project creation for successfully closed opportunities (demonstration video here)

- Automated changing of company status/type given specific conditions (e.g. an opportunity being set)

- Custom opportunity reference number assignment (demonstration video here)

- Establishing a series of tasks given a specific trigger (e.g. if a new order is received from a customer, generate a number of tasks for processing the order)

Data import/export utilities - enable integration with other internal or external business systems through development of routines to facilitate data transfer.

Examples include:

- Data transfer utility that imports new company and contact records into Legrand from other business systems

- Document scanning and filing utility that enables users to scan documents and have them automatically created through to Legrand as activity notes linked to the associated contact

- Utility for integrating Legrand to internal membership database application, each night a import process in run to update Legrand with account balance and status information for members

Web based integration/data access - enable input of data from the web or display of database data via a web interface

Examples include:

- Interface for business partners to input new business leads which are inputted (with a duplication check) into the Legrand database for processing

- Web portal interface for sub-dealers to display sub-sets of Legrand data based on their access permissions. This included core company and contact information, status of open opportunities and outstanding customer service issues

Custom reports - we have also created an extensive array of custom reports predominately using Crystal Reporting or MS Excel.

Custom data entry screens - on some occasions unique data entry screens are required to input data into Legrand CRM.

Examples include:

- Telemarketing firm caller prompt screens to create contacts, record call and setup follow-up actions.