We will work out the best solution for your business in detail

We offer you a variety of solutions for automating your business through CRM/PRM systems.

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Integration with Creatio + CallGear. Ready-made integration with Web telephony

Gantt Chart
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The results in the
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Working with us, you will gain unique knowledge acquired through many years of experience in setting up Creatio for successful companies around the world.

Our services

Creatio improvements

Spot improvements are projects that are short in terms of implementation time.

Improvements resulting from the formation of terms of reference require detailed study.

Improvements based on the Client’s terms of reference.

COMPLEX Creatio PROJECTS

Our approach to the implementation of integrated solutions is based on successive stages:

STAGE 1 — creation of the concept
STAGE 2 — writing the terms of reference
STEP 3 — software configuration
STAGE 4 — writing instructions and/or video lessons
STAGE 5 — implementation
STAGE 6 — project support

Support for existing Creatio solutions

STAGE 1 — revision of the existing software and finished settings
STAGE 2 — development of a software support and development plan
STAGE 3 — support for an existing solution
STAGE 4 — development and improvement of an existing solution

QUESTION No. 1: Does our company need CRM?

CRM is not required by a company in three cases:
There is 1 manager in the sales/sales department.
The entire company works with several large clients.
Sales and service staff do not work on PCs.
In fact, CRM is necessary for any company to work with customer data and organize sales.

In a company that primarily implements CRM, there is no point in immediately implementing complex sales planning tools and setting up business processes. At the first stage, to achieve maximum effect, it is enough to implement client base management and high-quality division of the client base between managers and a universal sales process “sales incubator”. Train managers to plan their actions for clients and note the results of completing tasks, and the CRM system customized for you will help you improve your profit performance.

QUESTION No. 3: How and to what extent should CRM be integrated with other systems in our company?

As a rule, at the first stage of CRM implementation, basic integration with telephony and email systems is sufficient. The second stage requires integration with accounting, document flow and payment systems. Today, there are already proven and reliable methods of CRM integration, including integration connectors, which have been tested by many Clients and proven to be effective when paired with your current software. We will help you choose the most suitable option based on your needs as part of a consulting package.

Question No. 2: Can you help us formulate the CRM goals for our company?

CRM implementation in each company pursues unique goals. This is due to the specific (unique, historical) nature of each business. To formulate the expanded goals, please answer the following questions by filling out this questionnaire:

Which departments will use CRM? — Sales/Sales Department — Department of Work with Partners/Distributors — Marketing Department — Service Department/Customer Service — Others (please describe)
Identify those responsible for CRM in each department: — [Insert Name] — [Insert Name]
The main tasks at the initial stage for us will be: — Fixing customer requests
— Maintaining the customer base
— Conducting sales/orders
— Planning and executing tasks
— Storing documents for clients
— The possibility of fixing customer complaints
— Conducting marketing events
— Mass mailing lists

Question No. 4: What would you recommend — implementing the basic CRM features immediately or ordering a complex CRM project with maximum functionality?

Our long experience in implementing CRM in companies has shown that it is essential to first implement the basic features for maintaining a customer base, assigning tasks, and monitoring sales/orders. Even large, complex projects are usually implemented in stages. This ensures a quick return on the investment in CRM and provides maximum benefits for companies of any size.

Question No. 5: What other useful tips can you provide for CRM implementation?

Place your bets on 100% CRM designers. Your tasks will increase, and if the CRM system does not scale, you will need to replace it. This is difficult and expensive. * Pay special attention to ergonomics (the user experience) when working with the CRM. Listen to end-user feedback. Conduct initial training, ensuring a positive reaction. * Implement the CRM in stages, starting with a quick start, then reports, workflows, business processes, and planning. * Be sure to identify coordinators for each department in your organization. They will work hard to launch and maintain your CRM system.

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