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Project

NPF Blagosostoyaniye completes implementation of CRM

Customers: Welfare of NPF

Moscow; Insurance

Product: Oracle Siebel CRM

Project date: 2011/03  - 2014/09

Content

Project Progress

The project is begun in January, 2011.

Project Development

On April 29, 2014 the I-Teco company announced project finish of creation and commissioning of a front office system for NPF Blagosostoyaniye on the Oracle Siebel CRM platform.

Project Results

Use of a uniform CRM system provided process optimization of approval of agreements. As a result interaction between central office and branches of NPF Blagosostoyaniye became more effective, it was succeeded to minimize risks of loss of information, there was an opportunity to manage quality and service rate of clients.

"For effective work with continuously growing base of clients as the management of NPF Blagosostoyaniye the decision on need of use of new developments for convenience of information management was made, – Alexey Lobachev, the Head of the Moscow Department of Information Technology of NPF Blagosostoyaniye noted. – The implemented solution based on Oracle Siebel CRM allowed to automate work of staff of central office and integrated all branches and the isolated structural divisions of fund".

The solution helps:

  • Keep the customer accounting and agents, providing not only the consolidated information on all attracted agreements, but also the detailed history of relationship with each client.
  • Estimate work of agents and divisions of the organization.
  • Perform document transfer in the Pension Fund of the Russian Federation.
  • To manage on a centralized basis all chain of work with documents on a funded part of pensions for individuals.

"Modern CRM technologies – key advantage which provides to Blagosostoyaniye fund guaranteed high level of services, transparency and controllability of business processes in the conditions of the permanent growth of the company. We are glad to work with a team of the professionals fully realizing all importance of these tasks and understanding advantages of a modern CRM system, – Lyudmila Egorova, the head CRM of I-Teco company emphasized. – As far as we know, heads of fund do not intend to be satisfied with what has already been achieved: the strategic task of improvement of technology and development of systems, one of key instruments of increase in business performance is already set".