Taction’s CRM practice and experts assist businesses in identifying the right CRM platform using best practices and tools to build most cost effective customized CRM applications as per the business process automation & customer relationship management strategy. We have extensive experience in Process Re-Engineering, CRM Development, CRM Customization, CRM Migration, Workflow Automation and CRM Implementation across technology stack to different industry verticals around the world. Our key strength lies in building an end-to-end CRM ecosystem with tight integration with legacy and front end systems.

1. MAXIMIZE VALUE ON YOUR CRM INVESTMENT
CUSTOMER RELATIONSHIP MANAGEMENT
1603 Capitol Ave. Suite 310 A124
Cheyenne, Wyoming 82001

2. Transform Business Using Tailored
CRM Solutions
Taction’s CRM practice and experts assist businesses in identifying the right
CRM platform using best practices and tools to build most cost effective
customized CRM applications as per the business process automation &
customer relationship management strategy.
We have extensive experience in Process Re-Engineering, CRM
Development, CRM Customization, CRM Migration, Workflow Automation
and CRM Implementation across technology stack to different industry
verticals around the world.
Our key strength lies in building an end-to-end CRM eco system with tight
integration with legacy and front end systems.
Enterprise Solutions Simplified

3. Enterprise Customized CRM For
Every Organization Function
Enterprise Solutions Simplified
Marketing
Automation
Sales
Automation
Service
Desk
Automation
Telephony
Integration
Workflow
Automation
Order & Invoice
Management
Accounting
Integration
ERP
Integration
Data
Migration

4. Maximize Value on your CRM
Investment
We assist you building an effective integrated CRM platform and aligning
the people and processes with customer relationship management goals.
With our specialized CRM services, automate your MARKETING, SALES
CUSTOMER ACCOUNT MANAGEMENT, CUSTOMER CARE, SERVICE
DESK PROCESSES.
• SuiteCRM
• SugarCRM
• Custom CRM
Enterprise Solutions Simplified

5. CRM Consulting Process
Enterprise Solutions Simplified

6. SuiteCRM
Our SuiteCRM practice comprises of team members having extensive experience in SuiteCRM Customization,
SuiteCRM Development and SuiteCRM Migration and SuiteCRM Integration services with 3rd party APIs.
We have Customized, Migrated and Integrated SuiteCRM for various industry verticals such as Healthcare, Education,
Retail, Travel, Publication, Technology etc. We have delivered projects World-wide that range from the large CRM
design and Implementation to small-scale modifications.
We at Taction, a SuiteCRM Delivery Partner use Agile and process driven approach to build robust and customized
SuiteCRM web solutions for enterprises in achieving their CRM Business goals.
Enterprise Solutions Simplified

7. SuiteCRM Services
Enterprise Solutions Simplified
SuiteCRM Customization
Boost your business by our SuiteCRM
Customization services and achieve your
business objectives faster.
• Module Customization
• Workflow Customization
• Extensions/ Plugin Customization and
Development
SuiteCRM Development
Adopt upgrade safe SuiteCRM solutions that
are aligned with SuiteCRM Implementation
Best Practices.
• Custom Module Development
• System Configuration and Deployment
• Integration with existing applications
SuiteCRM Integration
Enhance your business processes by
integrating SuiteCRM with your existing
applications and create an integrated
technology eco system.
• Web and Third Party API Integration
• ERP Integration
• Telephony Integration
SuiteCRM Migration
Want to migrate to SuiteCRM from your
current CRM platform, we can assist you for
higher ROI.
• SugarCRM to SuiteCRM
• Goldmine to SuiteCRM
• Salesforce to SuiteCRM

8. SuiteCRM Services
Enterprise Solutions Simplified
SuiteCRM Implementation
Go for the Enterprise-Ready Open Source
alternative to all the major CRM Product
Suites to effectively manage your sales,
marketing and customer service desk.
• Configuration and Deployment
• Customization and Integration
• Data Migration and User Acceptance
Building
SuiteCRM Training
Get your team trained on SuiteCRM and let
your customers enjoy higher access to
Information.
• Admin Training for System Administrator
• End User Training for Sales, Marketing,
Customer Support Reps
• Training on the customized SuiteCRM
instance
At Taction, we combine latest and adaptive technologies with best industry practices coupled with
latest technology standards to achieve the overall business vision in quick time with optimal
performance. Our SuiteCRM Services includes:
• SuiteCRM Customization
• SuiteCRM Development
• SuiteCRM Migration
• SuiteCRM Implementation
• SuiteCRM Integration
• SuiteCRM Telephony
Integration
• Workflow Automation
• Call Centre Implementation
• SuiteCRM Performance
Tuning and Auditing
• Order Management, Invoice
Management Automation
• SuiteCRM Training – End
Users and Admin

9. SugarCRM
Our SugarCRM practice assists the client with the latest best practices and build the most cost effective CRM
application as per the business process automation strategy using SugarCRM as the platform. We have extensive
experience in customizing (upgrade safe), migrating to SugarCRM and integrating SugarCRM with 3rd party APIs
and systems with a team comprising of technology consultants, developers with a number of years of SugarCRM
development experience.. With Agile and process driven approach, we build robust and custom SugarCRM web
solutions for enterprises for achieving their CRM Business goals.
SUGARCRM EDITIONS:
 SUGAR PROFESSIONAL
 SUGAR ENTERPRISE
 SUGAR ULTIMATE
 SUGAR COMMUNITY
Enterprise Solutions Simplified

10. SugarCRM Services
Enterprise Solutions Simplified
SugarCRM Customization
Boost your business by our SugarCRM
Customization services and achieve your
business objectives faster.
• Module Customization
• Workflow & Report Customization
• Plugin / Extensions Customization and
Development
SugarCRM Development
Adopt upgrade safe SugarCRM solutions
that are aligned with SugarCRM
Implementation Best Practices.
• Custom Module Development
• Configuration and On-premise Edition
Deployment
• Integration with Third-party applications
SugarCRM Integration
Enhance your business processes by
integrating SugarCRM with your existing
applications and create an
• Integrated technology eco-system
• Third Party API and Web Integration
• QuickBooks Integration
• Asterisk Integration for CTI
SugarCRM Migration
Want to migrate to SugarCRM from your
current CRM platform, we can assist you for
higher ROI.
• Salesforce to SugarCRM
• Microsoft Dynamics to SugarCRM
• Siebel CRM to SugarCRM

11. SugarCRM Services
Enterprise Solutions Simplified
SugarCRM Implementation
Go for the most empowering, adaptable and
affordable customer relationship management
(CRM) solution in the Market
• Configuration and On-site Deployment
• Customization and Integration
• Data Migration and User Adoption Support
SugarCRM Training
Get your team trained on SugarCRM best
practices by our SugarCRM Experts.
• SugarCRM Admin Training
• SugarCRM End-User Training
• Training on the customized SugarCRM
instance
At Taction, we combine latest and adaptive technologies with best industry practices coupled with
latest technology standards to achieve the overall business vision in quick time with optimal
performance. We offer the following SugarCRM services:
• SugarCRM Customization
• SugarCRM Development
• SugarCRM Migration
• SugarCRM Implementation
• SugarCRM Consulting
• SugarCRM Telephony
Integration
• Call Centre Implementation
• SugarCRM Performance
Tuning and Auditing
• Order Management, Invoice
Management Automation
• SugarCRM Training – End
Users and Admin
• SugarCRM Integration

12. SugarCRM – Engage & Manage
Customers Effectively
Enterprise Solutions Simplified
Sugar For Marketing
Campaign Management, Marketing Automation,
Email Marketing, Marketing Analytics, Social
Media Management, Data Enrichment.
Sugar For Sales
Performance Management, CPQ, Proposal,
and Contract Management, eCommerce,
Relationship Intelligence, Analytics, Content
Enablement, Partner Enablement.
Sugar Service & Support
Multichannel Contact Center, CTI integration,
Voice of the Customer, Field Service, Service
Analytics, Knowledge Management.
Sugar For Integration & Management
ERP, Accounting & Financial Management,
Integration Platforms, Cloud Services.
Sugar For Productivity
Content Management, Web Conferencing,
Enterprise Collaboration, Email & Calendar,
Location Based Services, Business Process
Management, Learning Management.
Data Analytics
Data Enrichment, Business Intelligence,
Analytics.

13. Custom CRM
We develop Enterprise Ready Scalable CRM Applications that help businesses to meet the emerging CRM
challenges and opportunities on the cloud, mobility innovation and social revolution and transform organizational
objectives into scalable enterprise applications. Our CRM development team can handle anything from a basic
CRM solution to a complex application and delivers flawless working, structured coding, bug-free execution and
complete support till end user platform adoption.
You will be assisted by a highly experienced group of CRM domain experts that will make sure of creating
innovative web applications to meet all your CRM related expectations. We invest a considerable amount of time in
identifying specifics of the business processes before deciding technical and operational approaches.
Enterprise Solutions Simplified

14. Reliable, Secure, Scalable
Custom CRM Solutions
Application
Development
CRM
Consultancy
CRM
Integration
CRM
Implementation
Data
Migration
Training &
Support
Enterprise Solutions Simplified

15. Our Approach – Discovery Phase
Enterprise Solutions Simplified
Identification of Stakeholders
Stakeholder Interviews
Joint Requirements Development (JRD) Sessions
Prototype Development
Workflow Process
Documentation of Non Functional Requirements
Review & Changes

16. Results of Discovery Phase
Functional
Requirements through
Prototype
•UI / Wire Frames
•Documented Workflows
Non Functional
Requirements
•Usability
•Architecture Design
•Availability
•Performance
•Maintainability
•Documentation
•Support
•Interoperability, Integration Requirements
•Compliance
•Scalability (Horizontal, Vertical)
•Security
•Hosting and Backup
Project Plan &
Roadmap
•Detailed task/resource level project plan
Cost Estimates •Detailed cost estimates to allow for budgetary/trade-off analysis
Enterprise Solutions Simplified

17. Industries Served
Enterprise Solutions Simplified
At Taction, we combine latest and adaptive technologies with best industry practice coupled with latest
standards to achieve the overall business vision quickly with high quality and performance.
• Healthcare
• Education
• Travel
• Information Technology
• Non Profit Organizations
• Service
• Manufacturing
• Publication
• Media & Entertainment
• Software Products
• Telecom & Internet Security Service
Providers

18. The Taction’s Advantage
PEOPLE
• Total Experience of 20,000 Man Months
• Pool of LAMP and . NET Professionals
• Functional & Technical Expertise Mix
• Discovery Phase Ready & Special Ops Team
QUALITY
• Detailed Use / Test Cases developed
during Discovery Phase
• Internal Release Management
• Best Practices and Process Infrastructure
KNOWLEDGE MANAGEMENT
• High Degree of Skills in Compliance,
Standards & Certification Process
• Flexible Engagement & Staffing Models
COMMUNCIATION & COLLABORATION
• Customer Advocacy
• 3 Levels Escalation for all Support and
PM requirements
Enterprise Solutions Simplified

19. Featured Projects
Enterprise Solutions Simplified
CASE STUDIES
The Success Journey
http://www.tactionsoftware.com/case-studies/

20. SuiteCRM Asterisk Telephony Integration
• Client:
A Leading US based Financial Institution that deals in the lending business with more
than 1000 offices across the US.
• Challenges:
The client wanted Call Center Automation to manage their telephonic conversations with
the leads and customers effectively having a tightly integrated platform of Telephone and
the backend SuiteCRM system. They wanted to achieve a seamless automated for
inbound and outbound calls along with a provision of capturing call notes, call to lead
creation in CRM, Call transfer and Call recording functionality either to monitor the
performance of their agents or for regulatory compliance.
• Technology:
SuiteCRM, Asterisk, Zoiper
• Solution:
http://www.tactionsoftware.com/case-studies/suitecrm-asterisk-telephony-integration/
• Outcome:
The implementation enabled the client’s representatives to receive the incoming calls with
demographic details of the existing contacts/ customers with a single click option to view all
previous collaboration details directly in the SuiteCRM. It also enabled them in creating call
notes associating with the contact as history items saving the link to the audio file of the
recorded call. It allowed them in creating leads directly in the SuiteCRM from the call receive
interface in case of a call coming in from an unregistered telephone number. The SuiteCRM-
Asterisk Telephony Integration solution has improved the efficiency of the customer
relationship management process of the client dramatically with reduced individual
dependency on the representatives and helped them in having well informed and personalized
call conversations with the leads and customers.
Enterprise Solutions Simplified

21. Goldmine to SuiteCRM Migration
• Client:
One of the US based companies that deals in Fuel Cards and manage associated
discounts and royalty points for the subscribers.
Challenges:
Client was using GoldMine system to manage their Customer Information and wanted to
migrate to SuiteCRM for having a better access to automate the Marketing, Pre and
Post Sales processes. They also had a set of customized requirements which were not
directly catered by the default functionality of SuiteCRM and needed code level
customization.
• Technology:
GoldMine, SuiteCRM
• Solution:
http://www.tactionsoftware.com/case-studies/goldmine-suitecrm-migration/
• Outcome:
This helped in a smoother user acceptance run during final implementation of the new
system. The migration resolved couple of customer data management issues and
allowed the client to automate their Marketing, Sales, Vendor Management and
Customer Service Desk process more effectively.
Enterprise Solutions Simplified

22. SuiteCRM Contivio Integration for
Patient Care Management System
• Client:
A US based startup Healthcare organization designed for Primary Care Physician’s to
strengthening their patient’s overall wellness and relationship through “Patient
Relationship Management” and “Care Management” services.
• Challenges:
Client was looking for cost effective solutions for physician, patient and clinic
relationship management system. They wanted a cloud based telephony system to be
integrated with CRM for better collaboration between the Doctors and Patients.
• Technology:
SuiteCRM, Contivio
• Solution:
http://www.tactionsoftware.com/case-studies/suitecrm-contivio-integration-patient-care-
management-system/
• Outcome:
The healthcare system automated number of workflows to avoid unnecessary delays
and manual intervention for better effectiveness. It also offers a Doctor-Patient online
communication channel through a tight integration with Contivio, a cloud-based Contact
Center & Telephony software, for effective communication among the Doctors, Patients
and the clinics. The SuiteCRM implementation has improved the Doctor-Patient
relationship a lot by consolidation of every details into one platform instead of spreading
over in multiple repositories in different forms.
Enterprise Solutions Simplified

23. SugarCRM Pro to SuiteCRM
Migration
• Client:
Client is the largest company selling products for packaging and focused on the
manufacture and distribution of products for packaging, industrial supplies and
disposable products.
• Challenges:
Client was looking to migrate from SugarCRM 7 Pro (On Demand) to SuiteCRM to
reduce the costs and manage the number of Users increasing day by day. As per the
Client requirements, there were some major customization need to be done in
SugarCRM 7 Pro (On Demand) which was time consuming and costly.
• Technology:
SugarCRM 7 Pro (On Demand), SugarCRM, SuiteCRM
• Solution:
http://www.tactionsoftware.com/case-studies/sugarcrm-pro-suitecrm-migration/
• Outcome:
This helped in a smoother user acceptance run during final implementation of the new
system. The migration has resolved couple of operational issues along with cost
concerns of the client.
Enterprise Solutions Simplified

24. Act! to SugarCRM Migration
• Client:
A US based organization that runs a child safety solutions network. It brings together the
creative energy and successes of parents, child safety experts, community health
educators, law enforcement, firefighters/EMS, teachers, nurses and pediatricians who
are dedicated to teaching children to act safely and responsibly.
• Challenges:
To meet the high level of new requirement, client decided to migrate from ACT to
SugarCRM.
• Technology:
ACTCRM, SugarCRM
• Solution:
http://www.tactionsoftware.com/case-studies/actcrm-sugarcrm-migration/
• Outcome:
This helped in a smoother user acceptance run during final implementation of the new
system. The migration has resolved couple of operational issues along with cost
concerns of the client.
Enterprise Solutions Simplified

25. Proud Customers
Enterprise Solutions Simplified

26. Client’s Talk
“Taction stood out as unique. Even though they were confident in their skills, they weren’t brash or forceful
in terms of communication, which translated into huge benefits when it came to interacting with the
technology groups of other clients.” - Malcolm McKinnon
“Taction Software’s flexibility has been unparalleled. We received great value from what we spent on the
website.” - Matt Collins
“The team was very responsive and made valuable feedback. They worked well to get the job done. They
were very professional throughout the project.” - Elgin Clemmons
“Taction Software always read more delivered on time and within the specified budget.” - Jeremy Gonzales
“The team was very responsive and made valuable feedback. They worked well to get the job done. They
were very professional throughout the project.” - Tam George
“These guys are very nice to work with; they are fast and very transparent. Would love to work with them
again in the future.” - JV De Castro
Enterprise Solutions Simplified

27. THANK YOU
http://www.tactionsoftware.com
http://crm-experts.us/
KNOW MORE
CLUTCH: https://clutch.co/profile/taction-software
UPWORK: https://goo.gl/sai6GO
Enterprise Solutions Simplified