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Personal CRM Audit for a financial processor

The customer is one of the largest financial processors in CEE, helping thousands of e-commerce stores and businesses process transactions every day.

The customer is one of the largest financial processors in CEE, helping thousands of e-commerce stores and businesses process transactions every day.
The customer needed to introduce changes to the CRM system that will help grow sales and automate manual work. The elements that were subject to audit include:
- integrations
- questionnaires
- mailing
- automation
- SMS
- calling
- calendar sync
- products
Complete project or hire
Complete project or hire experts to do the same job for you. Our process ensures that only the best professionals join SoftwareSupp.
Complete project or hire
Complete project or hire experts to do the same job for you. Our process ensures that only the best professionals join SoftwareSupp.
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SOFTWARE USED IN THE PROJECT