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Sanatel Consulting
Бизнес аналитика Pentaho Terrasoft Сервис тестирования персонала iTest.ru Европейский банк реконструкции и развития (ЕБРР)

Description of the CRM project at Global Development

Global Development

Company profile:

Global Development is one of the leading players of Kazakhstan’s commercial property market. As a large owner of commercial property, the company also implements its own projects for the design and construction of business centers using up-to-date architectural solutions and advanced engineering technologies.

Project description:

The project involves automation of the activities of all the company’s units as part of the following tasks:

  • Automation of several key business processes for working with the company’s business clients, which will enable the company’s managers to process client inquiries and requests more efficiently.
  • Setup of the Document Flow section for implementing a procedure in the system for approval and extension of concluded contracts and receiving a report on concluded contracts.
  • Automation of operations with incoming and outgoing mail to enable registration, setting and allocating tasks and instructions to persons responsible inside the company, and monitoring the performance of these tasks and instructions. This makes it possible to monitor the performance of both individual employees and the company’s units as a whole.
  • One-way synchronization with the accounting system, enabling managers to monitor the status of payments against invoices issued.