Wermuth Asset Management GmbH(Microsoft Dynamics CRM)

Project Tasks.

The project started in the fall of 2007. The solution capable to store and analyze information on contacts was required, to manage business processes, to control and predict accomplishment of tasks by the staff of the company.

Key factor of successful implementation was the choice of the partner in implementation which not only has high professional qualities, but also examination in the field of work with financial institutions and experience of the organization of sales process and also having customer support department. At choice of such partner in implementation carrying out the tender during which the consulting company Manzana Group won was required.

The project assumes automation of 25 jobs. As expected, a system will promote optimization and systematization of work with the current and future clients, to provide control of mailing of the regular reporting to investors and agents, automates calculation of agency fees and also will become the tool for segmentation of the main investors, methods of an investment, agents, investment funds that is necessary for acceptance of effective management decisions.

Effects of the project:

• Optimization and systematization of work with the current and future clients;
• Control of mailing of the regular reporting to investors and agents;
• Segmentation of the main investors, methods of an investment, agents, investment funds for acceptance of effective management decisions.
• Automation of periodic calculation of agency fees.

Wermuth Asset Management GmbH conducts the activity since 1998, and has profound knowledge of the markets of the countries of Eastern and Western Europe, with special focus on economies of Russia and the CIS. Today the WAM group consists of several tens professionals who work at the Russian and German offices and provide high quality of services, showing successful results in management consulting by a portfolio, projects with private equity, in the field of corporate finances, attraction of the capital, in researches based on fundamental, macroeconomic, political analysis. The general in an investment strategy of funds of Big Europe is the investment policy of "broad value investing" – warning of an irretrievable loss of the capital by assessment fundamentally underestimated (or revaluated) assets and proactive control with the integrated risks.

Desire to increase quality of work with the growing base of the current and potential clients became the reason of system implementation of customer management. The solution capable to store and analyze information on contacts was required, to manage business processes, to control and predict accomplishment of tasks by the staff of the company. So, during in-depth examination of the systems existing in the market a choice for benefit of the Microsoft Dynamics CRM 3.0 system, the solution for customer relationship management which contains all necessary tools for process control of sales was made: from the first contact to the conclusion of the transaction and the subsequent service. A key factor of successful implementation was the choice of the partner in implementation which not only has high professional qualities, but also examination in the field of work with financial institutions and experience of the organization of sales process and also having customer support department. At choice of such partner in implementation carrying out the tender during which the consulting company Manzana Group won was required.