CRM (Customer Relationship Management) is a software solution that helps automate and manage customer interactions. The main goal of implementing a CRM system is to improve the quality of customer service, standardize and automate routine processes, and ensure control over the work of sales and customer service departments to increase customer loyalty and attract new clients.
A thorough analysis of the current sales process within the company is conducted to identify the stages requiring automation and the “bottlenecks” where delays, critical dependence on human factors, and other issues may occur.
Clear goals are set for what needs to be achieved with the CRM system, such as improving customer service, standardizing client interactions, ensuring adherence to the chosen sales funnel, increasing sales, and optimizing marketing campaigns.
Over 12 years of experience in business automation in Ukraine.
More than 400 successful projects in various industries.
We work with various software systems and select the one that best suits your business.
At every stage—business process analysis, implementation, training—qualified specialists are involved.
You will receive assistance whenever needed: remotely (online) or on-site.
A more detailed analysis of the company’s needs and the necessary preparations for implementing the selected software are conducted. A detailed schedule of work is developed, the CRM system is purchased, and, if necessary, additional equipment is procured. An audit of existing data is conducted, with cleansing and preparation for migration to the new system.
Our technical specialists install the CRM system on the company’s servers or set up access to the cloud version. The system is customized to meet the company’s needs: users are created, their access rights configured, the sales funnel is set up, additional modules (such as project work), document management, and reporting are configured, and data is migrated to the new system.
Effective work within the CRM system is impossible without integration with other software products and services:
Moreover, integration with banking or accounting software allows for automatic receipt of payment information. Data exchange with the accounting system helps quickly and accurately process orders and control their execution, while data collection from postal and other services aids in analyzing marketing efforts.
During this stage, our specialists also implement additional features not included in the CRM system’s standard functionality but necessary for achieving the set goals.
We develop the necessary documentation, including instructions and other training materials for system users. Training sessions are organized for employees to effectively use the CRM system. We provide user support during the initial stages of using the system to resolve potential issues and problems.
Initially, a test run is conducted to check the quality and convenience of the system, often combined with staff training. If necessary, adjustments are made. After a successful test run, the CRM system is gradually rolled out, first for individual departments or projects, and then integrated into all business processes.
Our specialists provide reliable technical support for system users, as well as quality control and timely updates of the software product. We also offer regular training and workshops for employees, monitor new company needs, and help expand the CRM system’s functionality.
Our specialists have been working with businesses in Ukraine for many years. Based on a professional analysis of your business processes and an understanding of your work’s specificities, we will help you choose and configure a CRM system that becomes not just a tool for collecting customer data but a convenient assistant for employees and an effective tool for analysis and increasing operational efficiency for managers.
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