Customer Relationship Management

Increase sales efficiency and build precisely targeted communications with customers

CUSTOMER RELATIONSHIP MANAGEMENT — CRM

We implement comprehensive CRM solutions for managing and improving sales, lead generation and marketing, customer service and customer engagement, built on Microsoft Dynamics CRM, Creatio and our own in-house systems.

Why implement CRM

Customer Relationship Management is a process automation tool that helps you build a better dialogue with a buyer or client, avoid mistakes in day-to-day work and ultimately make the business more effective.
The system lets you work with customers throughout their entire lifecycle, attract new audiences and grow the existing one.

Advantages of CRM implementation by Prime Source

Prime Source specialists have extensive experience integrating CRM systems in Kazakhstan and abroad.

Thanks to close partnerships with the vendors, continuous training and hands-on practice, we have the strongest expertise on the market. This allows us to integrate solutions into banks and other organizations effectively and in the shortest possible time.

2 Repeat customer requests were reduced by a factor of 2
40 Increased production profitability from 8 million to 40
30 30 highly qualified specialists on staff
3 The number of calls handled increased threefold within the first day after the CRM system went live in the contact center

Complete data
• Consolidation, structuring and synchronization of all customer data
• Elimination of duplicate customer records
• Transparent and easy access to the history of customer relationships
• Regular updates of customer data
• Identifying and anticipating customer needs
• Detailed data and assessment of customer profitability
Marketing activities
• Convenient work with multiple channels in a single system: call center, SMS, email, internet banking, social networks
• Ability to build target groups by individual criteria and by combinations of criteria
• A single communication policy across every channel
• Effective management of customer communications
• More positive responses thanks to targeted outreach and micro-segmentation
• Personalization of every offer
• Tracking of marketing campaign performance
• Timely notifications about dates that matter to the customer
Product management
• Easy creation and configuration of complex, composite products
• A convenient and clear product designer
• Selection of products by the parameters customers need
• Tracking customer interest in new products
• Fast release of new products to market
• Product lifecycle management
• Automatic product selection based on the customer's needs and capacity
• Automation of discounts and calculation of product or deal margins
• Seamless integration of the product catalog into the sales process

How CRM helps clients

1 Modern methodologies
Project management based on Agile (Scrum), combining selected elements of Agile and PMBoK
Design Thinking tools used in projects
2 Effective management
Prompt, preventive local management
Clear outcomes, defined deadlines and resources
Regular reporting on project stage and status
3 Scalability
Ability to expand the project's resources to cover the required functionality
4 Phased implementation
Requirements are shaped dynamically, sprint by sprint. Weekly iterations deliver a fast, tangible result within each stage
5 Process improvement
Analysis of the current state of processes and best-practice recommendations for improvement before the project starts;
knowledge capture and review of the completed sprint to improve the next one
6 Documentation and reporting
Clearly defined requirements, documentation of every project stage and weekly reporting

We set the system up, started working, and everything is excellent. Convenient and comfortable to use, with a good, clear interface.
A big plus is that even when the organization works in a different time zone, or on a Saturday or Sunday, issues can be resolved at any time — the team is always available.

Why clients choose Prime Source solutions

Other developers
No choice of solutions
Narrowly specialized teams that implement only one solution, which makes it hard to find the system that fits best
No experience
Little-known companies with no track record
No case studies
No real experience implementing CRM systems

Prime Source
A wide choice of solutions
The only company in Kazakhstan that implements the widest range of CRM systems, so clients can choose the solution that fits them best
Extensive experience
We have been building long-term relationships with clients for more than 10 years. Our track record is confirmed by reference and appreciation letters
Delivered projects
Our team includes specialists who have worked on major CRM implementation projects

CRM for large and mid-sized organizations

Efficiency and optimization Our solutions increase sales efficiency and cut the time spent on routine operations
Higher loyalty and analytics Our solutions increase customer loyalty and provide clear analytics in real time

Advantages of CRM systems by Prime Source

Understanding the customer
A single view of the customer for all of the client's departments and units
Effective communications
Higher effectiveness and lower cost of marketing campaigns
Time and resource savings
Less time to develop new products and bring them to market
Additional sales
More products used by each customer
Higher loyalty
Countering churn and increasing customer loyalty

Solutions we implement

1
The Prime Source in-house CRM system
An effective and cost-efficient CRM platform based on our own developments. A comprehensive solution that helps manage customers, leads, sales and employee working time. It supports data analysis, task management using Agile and project management.
Key advantages:
• the solution requires no additional licenses and has minimal technical limitations
• customization of the system is not restricted by vendor policy
2
Creatio
A single platform for managing marketing, sales and service. The system includes ready-made solutions for sales, marketing and service management, allowing you to manage the customer journey in one interface: from the first contact with the brand to closing the deal, fulfilling the order and providing after-sales service.
Key advantages of Terrasoft:
• preconfigured, ready-to-use functionality,
• vendor support and a large user community,
• extensive customization and integration options,
• active product development
3
Microsoft Dynamics CRM
A comprehensive CRM solution with modules for marketing, sales, lead generation and customer service. The system helps manage workflows and tasks in a familiar, convenient user interface.
Advantages of Microsoft Dynamics CRM:
• seamless out-of-the-box integration with Microsoft products and affordable license costs,
• preconfigured, ready-to-use functionality
4

Oracle Siebel CRM A set of customer relationship management tools for building a comprehensive corporate information system on Oracle. The solution automates front-office operations (sales, service, marketing and partner relationship management) and back-office operations (analytics, order and workforce management, calculation of employee compensation). The platform integrates easily with any IT system, including telephony.
Key advantages of Oracle Siebel CRM:
• a proprietary cross-platform solution for large organizations,
• industry-specific solutions for telecom companies, financial institutions, insurers and healthcare providers,
• easy to customize and implement

Clients

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