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CRM Project
\ CRM Project \ CRM Expertise

CRM Expertise

The stage of Expertise provides the examination of the existing customer service processes, the definition of customer’s business peculiarities, the aims to be achieved within the CRM project and the boundaries of this project.

Analysis of the company strategy customer-orientation

  • Systematizing the information about the company operational aims
  • Describing the company interaction with the contractors
  • Carrying out the customer survey
  • Analyzing the customer satisfaction level

Analysis of the organizational structure and functions of sales, marketing and service departments

  • Carrying out the questionnaire survey of department representatives
  • Developing the organizational structure model scheme and its description

Document preparation concerning the current situation in the customer relationships management

  • Composing schemes of company’s main business-process models (upper level models)
  • Formalizing and describing main business-processes
  • Preparing “The Expertise Report” that describes the existing structure & business processes of the company. It consists of business needs and aims in CRM sphere coordinated with the company management along with tasks and success criteria of the CRM project


Thanks to Terrasoft CRM implementation, Alutus Consulting significantly improved multi-level communication in the company, which resulted in optimization of customer service process. Routine processes automation and improvements in organizational structure allowed our business to minimize the expenditures and provide the services of highest quality level

Nebojsa Damjanovich
Managing Director
Alutus Consulting


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Partner feedback

Variance Communication is a full service agency in Marketing, Communication and Prepress. We are making strategies and all kind of marketing activities for small and middle-sized companies.
Variance Communication has looked for a CRM solution to get its customer's goals, in accordance with criteria: innovative and affordable. User-friendly, customizable, flexible and customizable for customer's needs, Terrasoft CRM software stands out as the only possible choice.
As unique reseller for Switzerland our goals are to get references in the small and middle-sized companies business and, in a second phase, build a reselling network in our country.

CRM Software Partner Steve Vallelian
Variance Communication


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