Danfoss (Creatio (before bpm’online))

Smart Capital it was elected the system integrator on a Creatio system implementation project in IT infrastructure of Danfoss company.

Main objectives of the project - process automation of processing of incoming requests; setup of automatic segmentation of addresses; increase in efficiency of call center and sales offices; integration with internal architecture of systems. The CRM system allowed to integrate all communication channels with clients and to create the uniform standard of interaction with them.

Users of the solution can register all entering addresses from the Russian and European customers and collect all data in uniform base. In spite of the fact that the enterprises are in the different countries, orders are taken from all European clients in a single system.

Creatio in the best way allows to register all entering addresses and to divide them into categories, including repeated addresses and claims, to conduct all partners in uniform base, to fix the history of communication with each client, to prepare commercial offers and also to create sales plans.

Within the project the automatic choice of the necessary processing, automatic appointment responsible and calculation of terms for SLA was configured. System tools automatically create product and financial analytics at which it is possible to look in the single interface. In additives the Exchange setup and dynamically generated letters was made for the client and also ready templates for processing of addresses.

Emergence of uniform CRM allowed to make more productive interaction of employees. Setup of process of preparation of the commercial offer and formation of the document from a system increased the processing speed of orders sales department. During the project setup of integration with systems and services was also made: SAP, corporate portal OpenDanfoss, DaData.

Unification of business processes helps the company to offer clients high-quality service as the customer aims to meet as much as possible customer expectations in the conditions of the growing competition.

Implementation of the CRM system became a stage of transition to the service model aimed at satisfaction of needs of each client.