Project automating Sales, Service and Marketing processes, using Terrasoft Creatio
Results
3x
times faster processing of requests from customers
100%
management and tracking of the customer's path by sales specialists
90%
of work is carried out without the need for manual labour
Client
One of the largest archival organisations, which specialises in the storage, processing and destruction of paper and electronic documents. The services of OSG Records Management are used by insurance companies, banks and representatives from industries such as telecoms, healthcare, pharmaceuticals and retail
Requirements
Different processes for the processing of requests
Difficulty in managing the current stage of work, tracking the efficiency of business processes
Solution
Project automating Sales, Service and Marketing processes, using Terrasoft Creatio
Building a single platform that standardises Sales, Service and Marketing processes, as well as providing quick access to client information and the history of client interactions
Challenges
The discrepancy between the requirements before the start of the project and those that were formed as part of the analysis. The score for new requirements was twice as high as the input one.
One of the first fully-fledged projects on the Terrasoft platform in the company
Version 7.12 was used at the start of the project, and it was necessary to update to the current 7.15 version during the launch