NORBIT implemented Creatio CRM system in Sberavtoparka

2020: Creatio implementation

The NORBIT company (enters into LANIT group) in September, 2020 announced implementation of the CRM system in Sberavtopark. The solution is developed on the Creatio platform from Terrasoft. This system covers a full stroke of process of customer acquisition and sales process of products of the company.

For entry of the company into the market of operational leasing of the motor transport and expansions of business of Sberavtopark started the project of process automation of work with clients. Automation of each stage of customer interaction, standardization of processes of work of the manager with clients, creation of the centralized base of clients, setup of the Uniform place for work of the manager were among the main objectives of the project. In CRM tools for collecting of final analytics by department and each employee, installation of indicators to each user of a system and data collection from external sources using the connector Dadata are configured.

A system allows managers to work with the client from a stage the "cold" client before agreement signature with step-by-step introduction of data on a format of "script". CRM helps to trace stages of agreement signature, the client's message to the transaction with the help of tooltip balloons. A system shows what obligatory fields need to be filled when it is necessary to make an appointment or to write the letter, to plan any customer interaction. Fast loading of public data on legal entities from external sources allows the manager to spend less time for their search.

Centralization of the customer base allows not to create doubles of data and to see what specialist already works with them. It gives the chance to avoid repeated customer interaction. And deduplication of contacts and partners allows to support base relevant. The manager should not switch between programs, thanks to emergence of the Single window including management of meetings and activities, adding of contacts after each transaction, maintaining comments on the client more.

The set of the configured functions helps to reduce time for process of customer interaction and increases efficiency of each employee. In the long term Sberavtopark plans implementation of additional tools for marketing mailings and work of the client portal with the minimum participation of the manager.

Prior to the beginning of the project we had no system on maintaining base of clients and process on work with clients. For the beginning of September, 2020 upgrade of business processes which considerably accelerated and coordinated work of managers is carried out, allowed to centralize all customer information in one place. Standardization led to decrease in time for training of employees. We calculate that the CRM system will help us to build seamless customer interaction of the company and to control accomplishment of ambitious plans of the company. And use of low-code technology will allow to change business processes quickly and without participation of developers, - Andrey Tsarev, the Acting CEO of Sberavtopark commented

Operational leasing – the sufficient young phenomenon in the market, and is not enough systems which can flexibly adapt to these business processes meaning work with legal entities and physical persons. An exit in commercial operation of CRM took only a month that for projects of such scale quickly enough. We continue step-by-step development of a system. It is sure, our customer will be convinced of efficiency of the selected solution and will receive desirable result from this project, - Yury Vostrikov, the Commercial director of NORBIT told