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\ 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


Terrasoft CRM enables to our regional representatives work in common information field. We, for ours turn, can get on-line information and take most efficient decisions

Tobias Menne
General Director Bayer Ltd (Ukraine)


Our customers 

Partner feedback

Becoming a Terrasoft Partner was challenge for us. We found Terrasoft CRM software to be the most powerful CRM tool we tested. Knowing that localization will be necessary, we’ve decided to become a Premium Partner.

Our mission is to help companies at discovering and using their potentials with the help of our experience and knowledge of global trends.

CRM Software Partner Matjaz Krmelj
CRM MIFS


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