Concorde Capital completed the first stage of implementation of CRM

The task set by the management of the Ukrainian investment company Concorde Capital – consolidation of information on sales process for ensuring transparency and controllability of activity of divisions of the company. The solution developed by the company Ink provided a possibility of fixing of interaction of staff of department Sales&Trading with clients and functionality on task management of employees, such as planning, notification, accomplishment control. Also within the project business processes of customer interaction on different communication channels were formalized and automated: e-mail correspondence, the entering/proceeding call-down, personal meetings.

Integration with the accounting system is made for management of the customer base of division Sales&Trading and processes of administration of data on the partner companies and their contact persons are implemented. Besides, the uniform reference book of securities by means of integration with the accounting system of the customer and also process of collection of information for department of Research for the purpose of an effective subscription of clients for state-of-the-art reviews of the markets was implemented.

"It is our third attempt of implementation of CRM. We stopped on the solution proposed by the company Ink as it completely covers specifics and requirements of our business. We set the accurate task which was implemented in very short terms for the contractor. Success of implementation most part depends on priority of the project for the business customer and on "will" of the management. For meetings with analysts of the company Ink for collecting and approval of requirements selected key staff, irrespective of their employment that very much accelerated implementation process. I can tell, as further we expect to continue cooperation with the company by Ink, and we already started the next stage of development of a system in the direction of automation of sales to individuals (Local Sales) and process of financial monitoring – the service checking decency of the new companies (partners)", – Narozhny Pavel, CIO Concorde Capital commented.