EXPERT Bureau (WinPeak CRM)

System Selection

The EXPERT Bureau company - one of the largest dealers of pharmaceutical products in Yekaterinburg. Realizing that the successful company in modern conditions needs to combine product quality with the high level of work with clients, in the EXPERT Bureau company the decision on implementation of the CRM system including the database with complete and detailed customer information and the performed operations of managers was made. Also it was necessary to optimize processes of interaction with the potential and acting clients, not only in the field of sales and marketing.

Taking into account requirements of the Customer to a system and the selected budget, the decision to implement the WinPeak CRM program with integration with Call center of Infra was made, the supplier of the software product and the contractor on implementation of the CRM system selected Yunisoft Company.

Results of Implementation

To implementation of WinPeak CRM in work of sales department of the EXPERT Bureau company there were significant changes. Automation of routine transactions allowed to increase productivity of work of managers significantly. Customer interaction became more transparent and controlled. Use of history of customer relations allowed to ensure accurate functioning with clients that positively affects their loyalty. Use of reports on activity and results of work of managers allows the management to manage sales effectively.

Training of managers and company executives and development of rules of work with the CRM system allowed to master quickly a system and to break the psychological barrier connected with implementation of a new product. The Yunisoft Company expresses special gratitude to the management and IT department of the EXPERT Bureau company with which close cooperation allowed to perform successfully implementation of the CRM system in the shortest possible time.