«Interkassa»
An international payment aggregator supporting 100 global currencies
Over 15 years of successful operations, processing 300 million financial transactions
iUM
CASE
COMPANY:
HOW WAS IT STARTED?
- The company decided to migrate from AmoCRM to a more suitable CRM solution.
- All business processes and data had to be transferred to an alternative system – Pipedrive CRM
- AmoCRM featured numerous custom fields for tracking client interactions that needed to be recreated in the new sys
- There was a requirement to adapt field sets for each sales pipeline to ensure efficient process management and quick application handling
- It was necessary to segregate access rights to different deal pipelines for various teams to maintain confidentiality and manage processes effectively
- Pipedrive CRM needed mandatory fields at various sales stages to ensure data accuracy and completeness
WHAT WAS IMPLEMENTED?
RESULT:
- Successfully migrated all business processes and data from AmoCRM to Pipedrive CRM
- Established a plan-fact profitability forecast by leveraging field functionality, including formulas and mandatory data requirements, specifically:
— Planned profitability for a specific sales point
— Actual data entered post the planned period
— Automatic calculation of the variance between planned and actual figures by the system - Created separate pipelines for each direction within the sales department, streamlining processes and enhancing team productivity
- Implemented different fields for each deal pipeline, improving data organization
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