Norbit will ensure the migration of Mobius Technologies to the new CRM

2024: BPMSoft Transition Plan

Norbitol will translate the key sales processes Mobius Technology of "" on CRM the low-code platform. BPMSoft The implementation of the project will ensure transparency of operations, simplify resource management and reduce labor costs for employees. Mobius Technologists reported this on October 9, 2024.

Over the past two years, Mobius Technologies has been rapidly developing: the business model has changed, the staff has multiplied, and revenue is growing. To support the positive trend and strengthen manageability, it was decided to migrate to another CRM BPMSoft. The key criteria for choice were adaptability, a process-oriented approach and scaling capabilities embedded in the system.

Following the collection of requirements, the NORBIT team will customize the boxed version of the BPMSoft Sales Management module for the specifics of the client's internal processes. The main changes will affect planning sections, reports and dashboards.

At the first stage, the system will be used by about a hundred sales specialists, in the horizon of three years - up to three hundred. All of them will work in a single centralized CRM, integrated with internal systems 1C and. ITSM This will unify and standardize processes, reduce duplication of functions and data, and significantly reduce labor costs for routine operations. In addition, it will simplify resource management and allow managers to analyze the workload and track the performance of each employee.

CRM BPMSoft has a structured approach to working with documentation. Managers record versionality, stages of approval, binding of materials to transactions. This ensures reliable monitoring of the sales funnel, as well as increased control over all operations.

{{quote 'author = said Mikhail Sizov, Managing Partner of Mobius Technologies.|We are developing an IT architecture that will support the growing load. In the future, it will be possible to scale the system, adjusting the functionality taking into account the specifics of sales of different areas. It will also be possible to automate any necessary processes, relying on the technological capabilities of BPMSoft, }}

Moving to a new IT solution ‒ always a high-risk task. We managed to minimize difficulties through thorough preliminary preparation, conscious choice of the system and deep examination of the team. The client will receive a flexible platform and will be able to adapt processes to the requirements of his business, noted Vladislav Ignatenko, Director of Business Development at NORBIT.