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Case OSG
Project automating Sales, Service and Marketing processes, using Terrasoft Creatio
Results
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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
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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
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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
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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
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