Menu New Investments Requests

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Investment Objective Go

Description and Needs of the new Investment Go

Improvements that perform the New Investment Go

Costs and Estimated Date of the Investment Go

Supporting documentation and payment conditions of the new Investment Go

Search and application for subsidies Go

Management approval Go

Financial Needs Go

Investment Implementation Go
 New Investments Requests Form
Request Date 06/16/20

Applicant Name Alejandro Garía

Department Sales

Investment Objective

Implement a CRM for the commercial department

Description and Needs of the new Investment

1 it needs to be open source

2 it needs to be flexible to navigate
3 That can be used from any device with internet access
4 Easy to use
5 That reflects the workflow of the company's business activity
6
7
8
9
10

Processes to be performed

Improvements that perform the New Investment

Major improvements

Increase in the information of current and potential custormers, information on the activity of salespersons

Secondary improvements

More effective customer acquisition, which will generate an increase in revenues

Improvement amount 20,000.00 Total Improvement Amount

Term (Period) 10

Costs and Estimated Date of the Investment

Description Quantity Unit Cost

1 Installation + Configuration 1 1,000.00
2 Unlimited users
3 Support
4
5
6
7
8
9
10

Investment Amount

Expected investment date

Supporting documentation and payment conditions of the new Investment

Supplier consulted
Garth Forest

Contact information Supplier

www.managementcontroller.com
3451 Black Oak Hollow Road San Jose, California(CA), 95110
408-801-8871
blorem@blorem.es
Garth Forest

x Quotation SO/2016/00264
Pro-forma invoices
Technical sheets
Others
Others

Terms / Payment terms

Single payment by bank transfer

Search and application for subsidies

Description of the subsidie

 x Granted and pending payment Amount granted 500.00
x Granted and paid Amount paid 500.00

In progress
Denied
Others

Notes

Management approval

x Investment Approved Approval date 6/16/2020

Investment Stopped Reason
Investment Canceled Reason

Financial Needs

Bank Bank of America

Amount 2,000.00

Term (Period) 12

Interest rate 3.50%

Fees

Financing approved
x Yes
No

Notes

Investment Implementation

Execution term Start 6/16/2020 End 6/16/2020

No. Of Months 1

External Companies
1
2
3
4
5

Internal staff
1
2
3
4
5
6
7
8
9
10

Implantation completed on time

x Yes
No

Notes

Corrective Measures (In case the execution was not correct)

1
2
3
4
5
6
7
8
9
10
m

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y of salespersons

200,000.00
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Subtotal
1,000.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00

1,000.00

6/16/2020

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6/16/2020