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Project

Plant of industrial equipment (Klik-CRM: Sales)

Customers: Plant of Industrial Equipment (PIE)

Kaluga; Mechanical engineering and instrument making

Product: Klik-CRM: Sales
На базе: Klient-Communicator (Click)

Project date: 2012/05  - 2012/05
The project team from the customerIntegrator Consultant
не указана
Semyonov Oleg (Director)


The project on setup and implementation of CRM for the company "The plant of industrial equipment" (www.zpochel.ru) implements "Business of technology" (www.crm74.ru).
The plant specializes in production and complex supplies of equipment for industrial enterprises and provision of services on its installation, repair and service maintenance. Therefore the CRM solution should provide:

  1. control of terms of project implementation, sales processes, managements of tasks \instructions
  2. and, surely, the potential of development of a system "on the future" - a possibility of step-by-step implementation: connection of functionality of a warehouse, etc. opportunities, "completion under", up to creation of the complete solution for all departments from sales before supply.


Among buyers of products of the Plant there are large industrial enterprises with difficult organizational structure in which the decision is made by a group of persons during multi-stage sales process. The Plant - also has the developed organizational structure: group and divisions which profilno participate in sales process (there is still "A plant of the petrochemical equipment", etc. manufacturing enterprises). Therefore requirements are imposed to the customer base:

  1. a possibility of accounting of all contact persons, their positions, organizational structures at the big enterprises on different questions to contact to the corresponding competent specialists
  2. along with it is the possibility of accounting of work of the several companies entering into group of the Plant


Oleg, the director "Business of technology", the project participant of implementation of CRM at the Plant of industrial equipment speaks Semyonov:
"Finding solutions to a problem of accurate job sharing between employees became one of important tasks for the sake of which CRM is implemented. The plant is a branched orstruktura. Clients of the Plant - can also be large production companies with a great number of employees. First, CRM should allow us to exclude intersections of employees during operation. From here requirement to ordered accounting of all contact persons. Each sales manager will have the base which is accurately differentiated using access rights. Secondly, it is necessary to organize so sales process that there was an easy access to a complete contact history with leads, works with clients, plans for the future."