Business automation based on Suite CRM
Network Computing Awards 2
Even companies that operate in the same industry have different business processes and goals. This is why we do not offer template solutions for automation, we develop unique CRM solutions that helps solving specific tasks of your company.
Different companies in banking and financial sector sometimes face similar problems. Therefore, we are happy to show how CRM can help and share our experience in automating common business processes.
|Business process||Example of automation?|
|Sales management: planning and analysis||
Increasing employees’ efficiency:
|Storing customer data and documentation, financial indicators, events, history of negotiations and correspondence, etc.||
|Aligning cross-department communication||
Call flow was constantly growing, and the call center costs increased.
Manual consolidation of customers data from various sources (call center, website, billing).
Manual check of documents validity. Manual creation of a new document took up to 2 weeks.
Leave a request and we will tell you how the implementation of SuiteCRM can improve the performance of your company.
What we do?
Clearly understand how to speed up and simplify workflow and solve customer's tasks.
* If you provide us with detailed description of your business processes, we will immediately proceed to writing technical requirements
What we do?
We split the CRM development process into 2 consecutive phases.
At each stage we test the system and eliminate errors.
Speed up development, create user-friendly system, and automate additional operations.
A thorough-tested, ready for implementation, CRM solution tailored to your business goals.
What we do?
Make the implementation phase as quick and comfortable as possible
The opportunity to work in CRM with pleasure and achieve the goals of the company.
What we do?
We continue improving the CRM solution
Further customization of the CRM solution to the new tasks and requirements of your company
A CRM solution that develops with the company and adapts to innovations.
Suite CRM license is free
development, testing, meetings, discussions, etc.
Preliminary cost estimation can be given after the initial discussion of the project, final quotation will be given after business analysis is carried out and technical requirements are defined.
|Business cluster||Module / Implementation||Starting price, $ US Dollars, per|
|Products and services||Loans, spend limits, cards, accounts, other financial services||800 $|
|Additional Products Offers||300 $|
|Registration of licenses, constituent documents, passport data||1 000 $|
|Evaluation of products and services efficiency||300 $|
|Upload of offers, presentations in different formats||30 000 $|
|Counterparts||Clients, Beneficiaries, Off-shore, Partners, Suppliers, Holdings, Competitors, Contacts||700 $|
|Sales||Requests, contracts, payments, records, offers etc.||500 $|
|Pledge, investment objects||800 $|
|Integration||Internal automated banking systems, databus, mobile applications||1 500 $|
|Mailing services||400 $|
|Processes, Reporting, KPI||Setting up reports, KPIs, notifications||300 $|
But CRM helps saving your time, automating business processes, increasing productivity and consequently profitability of your company. As a result, the investment pays off in 3 months to 1 year.
We do not offer template solutions, but our experience from other projects helps us reduce time spent on development and implementation.
Thus, each project is customized to specific clients’ tasks.
A template is used that is supplemented with ready-made modules.
Specifics of your business are not taken into account, which slows down integration of the CRM and work in the system.
Project team will be assigned based on the customers’ goals and will include as many specialists as the business requires.
Fixed project team, regardless of the complexity of the project.
Protection against loss of investment
In case of contract termination we will give over all source codes. You can modify the program on your own or hire other specialists without paying for extracting the original data.
Do not give over source codes and comments on the implementation in case of contract termination. If client wants to continue refining the solution, he has to spend time and independently retrieve data through the interface.
Free troubleshooting for 6 months.
Technical support for an extra charge.