Refection moved to BPMSoft

2024: Implementation of BPMSoft

Reffection switched to a new CRM platform-based system low-code (BPMSoft developed by "." BMCoft The project, implemented by the experts of the system integrator, Onellect made it possible to eliminate vulnerabilities the previous client ON and implement new tools for automatic registration and routing of client flows. BPMSoft announced this on December 3, 2024.

The company has implemented the BPMSoft Sales Management solution, a CRM system to optimize and accelerate sales at all stages of the funnel, from attracting customers to re-ordering. The system is based on low-code technology, which allows you to adapt the functionality to individual business needs. Among the key opportunities that Reffection actively uses are the activity calendar for task management, flexible business processes with mandatory execution attributes, and automatic document generation.

The implementation process took about a month and consisted of several stages: transferring the modified modules, preparing and cleaning the database, trial migration on the test bench, troubleshooting, as well as configuring integrations with other systems in the customer's IT loop. Particular attention was paid to the detailed verification of all key business processes to ensure their uninterrupted operation on the platform.

Special attention was paid to the automation of registration of requests. Previously, the process was completely manual. Now, when letters arrive at specific email addresses, the system automatically creates requests. This solution allowed you to control incoming traffic, improve the efficiency of processing applications in accordance with established regulations and conduct an accurate assessment of the effectiveness of marketing channels.

As a result of the migration, Reffection transferred more than 2000 applications, documents and contacts, as well as over 1,500 counterparties to the system. With comprehensive process automation and strict control of data transfer between departments, the company has improved operational accuracy and provided better sales management.

The introduction of a system with customizable business processes and the ability to adapt CRM to the specific tasks of our business was an important step in the development of the company. In conditions of fierce competition, such solutions allow not only to optimize resources, but also to outstrip those who have already automated their processes. We appreciate the work of the Onellect team, with which we have been collaborating for the third year. Their expertise and professional approach to the implementation of tasks make it possible to achieve results in the optimal time. I would especially like to note the quality of the migration process. Despite the complexity of the project and the presence of customized solutions, the team was able to transfer the system to a new platform without errors, while preserving all improvements and data. The results speak for themselves, and we see the further potential for the development of the project, in particular, in the field of document automation and internal communications. We are pleased with the result and confident in further fruitful cooperation, said Lev Ovchinnikov, CEO of Refection.

The successful migration of Refection to BPMSoft confirms the high potential of low-code technologies for solving complex business problems. Thanks to the flexibility of system setup and our automation tools, Refection was able not only to optimize key sales processes, but also to implement new features such as automatic case registration. We are proud that our development helps companies not only adapt to modern requirements, but also be one step ahead in the competition, noted Maxim Ilyukhin, BPMSoft Sales Director.