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CRM Project
\ CRM Project \ CRM Consulting

CRM Consulting

The concept of CRM strategy is created for the customer company at the CRM Consulting stage. Customer service and organizational structure optimization is done in accordance with aims defined at the Expertise stage.

Optimization of business processes in the sales, marketing and customer service spheres

  • Developing/modernizing strategic and tactical aims of the company
  • Creating regulating documents that will support the implementation of new management methods
  • Organizational structure optimizing aimed to realize customer-centered strategy

Definition of the performance key indicators of departments

  • Defining metrics, norms and deviations of the key indicators
  • Compiling the list of reporting forms which will serve the ground for calculation of the key indicators
  • Determining the current indicators on different levels: company - departments - employees

Document workflow optimization

  • Defining the resulting reporting forms
  • Creating «Workflow Regulations»

Development of the implementation plan for new regulations and processes in the company

  • Preparing company's business processes for the following automation
  • Raising the awareness and readiness level of the personnel
  • Preparing and adjusting the general project plan, the order and principles of project reporting, management methods for project modifications and risks, project acceptance procedure


METADIFUSION S.L greatly appreciates the high-quality product and professional work of Terrasoft consultants and implementation team. We hope for further fruitful cooperation.

Christian Gonzalez
Director Tecnico
METADIFUSION S.L.


Our customers 

Partner feedback

We checked several CRM software solutions that “claim” to provide the support for developing customer relationships and improving marketing activities. After that, we found Terrasoft CRM to be the ideal tool to support these goals. Terrasoft CRM is flexible, comprehensive and easily customisable. Last but not least the price/performance ratio has no competitors. DotCom s.r.l. is willing to support the Italian Terrasoft customers and all their needs to use and get the maximum from the excellent CRM software Terrasoft produces.

CRM Software Partner Carlo Celi
DotCom s.r.l.


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