CMD-Soft upgraded General Invest CRM system

2011

In GENERAL-INVEST investment company the first stage of an implementation project Microsoft Dynamics CRM is completed. The project was executed by CMD-Soft company.

In the work "DZhENERAL-INVEST" applies practice of personal approach, and the main criterion for evaluation of the work considers the level of satisfaction of the clients. For implementation of this strategy the company made the decision on system implementation of customer relationship management of Microsoft Dynamics CRM.

The first stage of the project consisted in deployment and setup of the Microsoft Dynamics CRM system for accomplishment of tasks of management of the customer base, to ensuring planning, control and efficiency analysis of work of managers of the company. A system was brought into commercial operation within a month from the date of the beginning of the project, into strictly stipulated terms.

Andrey Nikityuk, the CEO of "DZhENERAL-INVEST", noted: "It is difficult to revaluate the value of the customer base in work of our company as clients trust us the assets for management and enhancement. The professional management system for the customer base is for us necessary. The integration of Microsoft Dynamics CRM planned at the second stage of the project with the automated back office of the company will provide to our managers the convenient working tool for decision support and preparation of reports for clients"

Now the second stage of the project which main goal is integration with a back office system is performed. Integration will allow employees of all levels directly in Microsoft Dynamics CRM to see a status of investment portfolios of the clients and also to create reports on results of asset management and other services directly of Microsoft Dynamics CRM.

Marchenko Vasily, the Head of Department of the CRM systems of JSC CMD-Soft, told: "The project demonstrates universality and simplicity of product introduction of Microsoft Dynamics CRM. The first stage connected with deployment of standard functionality and its setup under unique requirements of the customer is executed in strictly stipulated time. It once again proves that Microsoft Dynamics CRM is at the same time powerful and simple in mastering and use by the platform for the solution of the most different business challenges"

2016

On May 19, 2016 the CMD-Soft company announced upgrade of the CRM system in General Invest.

Within the project the opportunity for work in CRM based on mobile devices is added and also the interface for functional roles of employees is processed. In particular, the interface of a role "head" is complemented with a number of the indicators reflecting the main indicators of work of the employees.

The new version of Microsoft Dynamics CRM quicker and more conveniently than that at which we worked since 2010. The main differences of CRM-2015 are an opportunity to equip a working space for each functional role and an exit in a system from mobile devices. Big advantage is that now it is possible to enter completions and to improve a system based on the current version. I want to express gratitude to JSC CMD-Soft company for implementation of this project. In our plans implementation of new modules and also optimization of work in CRM of marketing department and other support-divisions. Andrey Nikityuk, chairman of the board of General Invest

One of features of the project in General Invest was the fact that the main users have long-term experience with a system and were interested in its updating. The new Microsoft Dynamics CRM interface became intuitive and, according to the staff of the company, will promote increase in efficiency of activity and more successful implementation of business challenges. Andrey Moskvitin, the project manager from JSC CMD-Soft