The financial supermarket "Amulet" announces Terrasoft XRM implementation

The financial supermarket "Amulet", one of the leading players in the market of insurance and obligatory pension savings of Kazakhstan, automates the work with Terrasoft XRM help.

In the work SK "Amulet" regards the client as of paramount importance and conducts all the activity under the motto "Retail Finance Is a Human Business". For achievement of the maximum level of customer service and management of relationship with them of the company the decision on implementation of the CRM system was made. After carrying out the closed tender and studying of all offers in the market, the Amulet company stopped the choice on the solution of Terrasoft company.

"The choice of the CRM system for our company was performed on a ratio price/quality of functional tools. The Terrasoft XRM system has not only potential of a classical CRM system, but also covers tasks of management of service, project managements and resource managements. Besides, also experience of use of the solution by other insurance companies was important", Erlan Askarbekov, the founder of Amulet company, the first financial supermarket of Kazakhstan offering financial consultations and optimal products from leading partners of the pension and insurance markets tells.

At this stage of development the markets of retail finance of Kazakhstan endure a stage of active growth. Together with increase in number of clients also the information volume which needs to manage effectively grows. The solution Terrasoft XRM allows financial supermarket "Amulet" to automate sales processes and accounting of agreements, customer interaction, maintaining the uniform customer base. In the CRM system the company performs sales planning on types of insurance or on different the pension funds, to products, segments, managers, keeps account of all addresses and requests of clients. At the same time, work with different segments of clients is carried out according to the corresponding business processes and standards.

It should be noted that all works on implementation of Terrasoft XRM and user training to work in a system were performed by Amulet company independently, without involvement of specialists from the developer of a software package or the partner organizations. Flexible opportunities of the Terrasoft XRM setup and the intuitive interface allowed SK "Amulet" to configure and start in work a system in the shortest possible time. Also the implementation team notes high customer focus of staff of Terrasoft - qualitative technical support and the fast solution of practically all arising questions.

According to Erlan Askarbekov, the next stage of works which SK "Amulet" is going to perform on Terrasoft XRM implementation project includes integration with the accounting system of 1C and further business process automation of call center. It will allow the company to build long-term customer relations and to provide the personalized services of the high level to each of them.