Customer Relationship Management

We ensure that your CRM system is designed to support fine-tuned, interactive communication with customers and allows to flexibly adjust your customer policy and marketing strategy to the changing customer needs.

Decision-making support

  • Customer profiles: data collection, aggregation, history tracking
  • Customer segmentation rules automation
  • Market analysis and trends tracking
  • Cost-of-sale and resource allocation management
  • OLAP Techniques implementation
  • Reporting tools configuration
  • Dashboards & Scorecards
  • Planning & Scheduling Tools
  • Task Management tools
  • Issue Tracking tools
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Sales & Marketing Automation

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  • Leads and opportunities management
  • Product management
  • Campaign management, results acquisition and assessment
  • Sales administration
  • Contract and Order management
  • Sales cycle & pipeline management
  • Corporate data flow & Knowledge management
  • Document management
  • Collaboration workspaces
  • CRM system remote and mobile access

Customer Communication and Servicing

  • Inquiry repositories and processing
  • Request handling automation
  • Customer Helpdesk automation
  • Call Centers automation
  • Alerts & Notifications automation
  • Customer Access Portal
  • Integration with customer’s data transfer systems and APIs
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Customer Segmentation and Policies

Dot Transition deploys CRM features that help you to resolve the most vital segmentation problems.

Accurately define customer segment

  • Formalize and aggregate financial, legal and historical data related to a customer bothfrom external sources and in-house data storages.
  • Automate segmentation depending on the data collected and rules applied.
  • Automate segmentation audits ensuring that new essential data affects transferring a customerto the other segment.

Apply customer policies according to segmentation

  • Switch routing, guidelines and restrictions within your processing and financial systems.
  • Automate notifications and alerts for customer-related process participants.
  • Collect feedback to improve policies & segmentation rules

Track & manage performance

  • Visualize customer statistics per segment in order to promptly distinguish valuable and low-profit groups
  • Check and compare related activities efficiency for different customer segments
  • Efficiently allocate advertising, sales and customer service resources and efforts

The Way to Success

Deep understanding of the customer’s specific business requirements and skillful technical project realization are a passport to success of any CRM development project.

The result is a powerful, cost-effective, scalable and easy-to-use CRM system allowing your employees and customers to benefit from effective organization of business processes and intelligent decision making while bringing the risks of your IT investments to a minimum.

Dot Transition provides professional assistance at all stages of CRM implementation:

  • Research and consulting
  • Development from scratch
  • Platform customization
  • Existing solution redesign and extension
  • Deployment
  • Integration
  • User training
  • Support & Maintenance

Flexible Engagement Models

Depending on project-specific characteristics, we propose 3 major engagement models

Fixed Price

Fixed budget and deadline.

Dot Transition covers all project risks.

Time & Materials

Costs on the basis of man hours actually worked, and can be flexibly adjusted to the changing needs for time and resources.

Dedicated Team

You assemble your team of professionals of required qualification, taking full control over project progress and budget scheme.