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Project

Funk і consulting (Monitor CRM)

Customers: Funk і consulting

Kiev; Science and education

Product: Monitor CRM

Project date: 2009/09

Content

Customer

"Funk і consulting" (Kiev, Ukraine) - the training company which specializes in creation of the business games modeling real business processes of the enterprises that gives the chance qualitatively and to effectively change "problem zones" in working structure and social and psychological climate of the company.

Contractor

Market Capital Solutions Group (Moscow) – specializes in implementation of the Monitor CRM software product, in carrying out marketing researches for assessment of market perspectives of new products, forecasting of sales, development of business plans.

Key project tasks

  • Creation of uniform base of contacts with clients and service providers, uniform base of accompanying documents on activity of the company;

  • operational analytics of sales and control of activity of managers;

  • remote access for managers and trainers to the daily log and base of clients.

Project Steps

1. Monitor CRM installation in customer relations department, in department of event and training projects.

2. Import of data on clients to the uniform customer base of "Monitor CRM".

3. Setup of the interface of the program (adaptation of the program to features of course of business processes at the enterprise).

4. Training of each employee in the individual program.

Project Results

1. Formalization of end-to-end management of all business processes of the company.

2. Organization of control of provision of services.

3. Setup of the management and analytical reporting.

4. Access to the system of all employees and trainers to a system through WEB – the Monitor CRM interface.

Recommendation

Managing partner of Funk_Consulting company Dzvenislava Novakivskaya:

"After integration of the Monitor CRM system into business processes of the company, the effective management of time of employees and attentiveness increased in work with clients. To us the possibility of remote access to the daily log and base of clients is especially valuable – it allows trainers and managers to manage the calendar at distance. Further, "Funk і consulting" is going not only to use Monitor CRM in the work, but also to recommend a system to the clients and also to participate in CRM projects based on Monitor CRM as the business consultant."