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SuperOffice CRM 5 and ProjectHelp ProjectHelp ILink.

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Presentation on theme: "SuperOffice CRM 5 and ProjectHelp ProjectHelp ILink."— Presentation transcript:

1 SuperOffice CRM 5 and ProjectHelp ProjectHelp ILink

2 SuperOffice ProjectHelp Common database SQL platform Configuration done in ProjectHelp Document management Projects created in ProjectHelp and transferred to SuperOffice Diary in SuperOffice can be exported to timesheets in ProjectHelp Integration - Principle ProjectHelp ILink

3 Customer Information Customers and contacts administered in CRM 5. Customers and contacts set as “read only” in ProjectHelp. Updates performed in real time or at specified intervales

4 Common document management Documents in CRM 5 can be made available in ProjectHelp

5 Project Information Projects created in ProjectHelp with help of wizard Corresponding projects created automatically in CRM5 Updates performed in real time or at specified intervals

6 Timesheets and Calendar Diary in CRM5 can be exported to timesheets ProjectHelp Activity types set-up as the same in both systems A follow-up in CRM 5 that is connected to a project, shows in ProjectHelp as corresponding Activity Type

7 ProjectHelp data shown in CRM5

8 ProjectHelp timesheet shown in CRM5

9 Configuration of the ProjectHelp ILink

10 Configuration of the Superoffice database

11 Configuration of the Projecthelp database

12 Configuring data types to be transfered

13 Configuring the Scheduler


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