CRMiUM

BACKGROUND

Please describe your company and your position there.

I,m CEO and Co-founder at Mathema.me, an online math tutoring platform

OPPORTUNITY / CHALLENGE

For what projects/services did your company hire CRMiUM, and what were your goals?

Find and set CRM system for automatization process

SOLUTION

How did you select this vendor and what were the deciding factors?

I asked my environment about the best vendor in CRM integration solutions and received a strong recommendation to contact CRMiUM

Describe the scope of work in detail, including the project steps, key deliverables, and technologies used.

We had to change the CRM system. So are challenge requests were: 1) Find CRM with the best fit for business needs 2) Structure processes architecture in CRM 3) Deploy and set integrations with CRM 4) Migrate data from old to new CRM

How many people from the vendor's team worked with you, and what were their positions?

3

RESULTS & FEEDBACK

Can you share any measurable outcomes of the project or general feedback about the deliverables?

The client base has grown from 1500 to 2000 customers per 3 months.

Describe their project management style, including communication tools and timeliness.

Punctuality and speed of communication, attention to detail, support, and transparent communication

What did you find most impressive or unique about this company?

Their ability to solve any problem along the project and valuable advice on narrow questions were impressive.

Are there any areas for improvement or something they could have done differently?

No answer

BACKGROUND

Please describe your company and your position there.

I am a Product Owner in digital insurance company

OPPORTUNITY / CHALLENGE

For what projects/services did your company hire CRMiUM, and what were your goals?

Our business grew up fast and in one moment we realised that we would like to use customisable CRM system which will cover all our business process and helps us

SOLUTION

How did you select this vendor and what were the deciding factors?

We choose the company by recommendation from our business partners

Describe the scope of work in detail, including the project steps, key deliverables, and technologies used.

We already have some of modules done for our business and we are going to plan high level architecture of CRM as well. Our business strategy changed due the situation on the market, we are trying to be Agile and bring cost from everything that we did.

How many people from the vendor's team worked with you, and what were their positions?

The PM is the main point of contact with the vendor company

RESULTS & FEEDBACK

Can you share any measurable outcomes of the project or general feedback about the deliverables?

The project is still outgoing and we have a plan for the next milestones.

Describe their project management style, including communication tools and timeliness.

The main communication provides through Project Manager, who gather all needed information, provide timelines and reported of the work which was done

What did you find most impressive or unique about this company?

The vendors are consistently in touch 24/7. Helps our business to grow up

Are there any areas for improvement or something they could have done differently?

We should plan the high level plan of CRM at the begging

BACKGROUND

Please describe your company and your position there.

Chief executive officer в Isaac Pintosevich Systems. online education edtech

OPPORTUNITY / CHALLENGE

For what projects/services did your company hire CRMiUM, and what were your goals?

Development of a software product for the CRM system. Technical support on an ongoing basis.

SOLUTION

How did you select this vendor and what were the deciding factors?

Selection by recommendation. High level of competence.

Describe the scope of work in detail, including the project steps, key deliverables, and technologies used.

Implementation of the Zoho CRM system in the business. Development of custom solutions. Technical support of the CRM system.

How many people from the vendor's team worked with you, and what were their positions?

4 people. Project manager, business consultant, business analyst, technical specialist.

RESULTS & FEEDBACK

Can you share any measurable outcomes of the project or general feedback about the deliverables?

At the moment we have a well-functioning CPM system. This allows you to manage the business and develop it.

Describe their project management style, including communication tools and timeliness.

We interacted in short sprints. Coordination of tasks and their implementation.

What did you find most impressive or unique about this company?

We admire their level of competence and understanding of business tasks.

Are there any areas for improvement or something they could have done differently?

Sometimes we need help outside of business hours, it would be nice to have someone available to answer requests.

BACKGROUND

Please describe your company and your position there.

I am Zoho Analyst at GoIT company which provide IT education

OPPORTUNITY / CHALLENGE

For what projects/services did your company hire CRMiUM?

We work with CRMiUM from 2016, their developers help us to built iur CRM

SOLUTION

How did you select this vendor and what were the deciding factors?

They were the first company in Ukraine, who start to work with Zoho

Describe the project in detail and walk through their service package.

They set up our Zoho CRM and we work with them every day since 2016 to do our CRM better

How many resources from the vendor's team worked with you, and what were their positions?

Zoho developers - 2 people

RESULTS & FEEDBACK

Can you share any outcomes from the project that demonstrate progress or success?

Our system has long been a custom project. With the help of the CRMiUM we have the opportunity to implement any of our requests. Our system has more than 80 employees who are satisfied with its work

How effective was the workflow between your team and theirs?

We have connection whenever we need, 24/7

What did you find most impressive or unique about this company?

People. Their people are their best asset.

Are there any areas for improvement or something they could have done differently?

No, they can help with every question

BACKGROUND

Please describe your company and your position there.

WomanInsight company provides trainings for women. I'm a technical specialist.

OPPORTUNITY / CHALLENGE

For what projects/services did your company hire CRMiUM, and what were your goals?

The company needed to implement a CRM system. The company's goal was to automate sales processes.

SOLUTION

How did you select this vendor and what were the deciding factors?

Сompany CRMIUM is a local integrator with good experience and reputation

Describe the scope of work in detail, including the project steps, key deliverables, and technologies used.

ZOHO CRM was implemented and configured for different branches with a complex structure, and integration with various marketing services.

How many people from the vendor's team worked with you, and what were their positions?

It was one project manager and 1-2 programmers, depending on the tasks

RESULTS & FEEDBACK

Can you share any measurable outcomes of the project or general feedback about the deliverables?

Professional and high-quality work from CRMIUM employees

Describe their project management style, including communication tools and timeliness.

They have fast and high-quality feedback on task setting and timely completion. We use Telegram and Zoom for communication

What did you find most impressive or unique about this company?

Employees of the company CRMIUM take on any level of complexity of the task

Are there any areas for improvement or something they could have done differently?

Everything is done in the best possible way

BACKGROUND

Please describe your company and your position there.

Owner, legal services.

OPPORTUNITY / CHALLENGE

For what projects/services did your company hire CRMiUM, and what were your goals?

CRM integration. Systematisation of vlients’s base

SOLUTION

How did you select this vendor and what were the deciding factors?

CRM system integrated

Describe the scope of work in detail, including the project steps, key deliverables, and technologies used.

Clients’ control

How many people from the vendor's team worked with you, and what were their positions?

Incoming requests control

RESULTS & FEEDBACK

Can you share any measurable outcomes of the project or general feedback about the deliverables?

We are happy with CRMiUM's high-level services!

Describe their project management style, including communication tools and timeliness.

Time and spends economy

What did you find most impressive or unique about this company?

New clients amount increasing

Are there any areas for improvement or something they could have done differently?

Clear communication with new clients with a help of CRM

BACKGROUND

Please describe your company and your position there.

I am Software Development manager in the Corporate Systems

OPPORTUNITY / CHALLENGE

For what projects/services did your company hire CRMiUM, and what were your goals?

We need system integrator with strong knowledge of Zoho vendor's systems

SOLUTION

How did you select this vendor and what were the deciding factors?

Work with CRMium was very professional. CRMium's business analyst heart all our requests.

Describe the scope of work in detail, including the project steps, key deliverables, and technologies used.

Build from scratch Innovecs ERP system using the Zoho People and Zoho CRM.

How many people from the vendor's team worked with you, and what were their positions?

1 Business analyst, 2 developers, 1 customer experience manager. time to time people was changed.

RESULTS & FEEDBACK

Can you share any measurable outcomes of the project or general feedback about the deliverables?

All modules was delivered and go live at time. ~37 modules was delivered with Deluge logic implemented

Describe their project management style, including communication tools and timeliness.

Weekly sync, DEMOs after the functionality ready.

What did you find most impressive or unique about this company?

The CRMium specialists. I appreciated how much they cared about my business.

Are there any areas for improvement or something they could have done differently?

Everything is OK.