Quick switch to another CRM

Life-critical: How speed became a decisive factor
Client
"Pyrus M" - a well-known supplier of surgical material of high quality standard.
Task
After the start of a full-scale war, the company approached us with a request to quickly select a CRM to switch from Bitrix24. This was due to the unwillingness to work with Russian software and the fear of data loss. Our task within this project was to efficiently allocate resources and migrate to the new platform as quickly as possible without data loss.
Result
First and foremost, the most important thing is to preserve the client base and interact with key clients. Secondly, minimizing downtime during crisis situations.
The economic impact can be calculated quite easily by knowing the average income of your company per day. Imagine if the company cannot operate for a week due to unforeseen circumstances...
What we did for this
We analyzed various CRM systems, identified their advantages and disadvantages, and most importantly, chose the optimal solution that aligns with the company's business processes.
We conducted a full export of information and database from the previous system, improved the client database to meet the requirements. This was a time-consuming process that once again emphasizes the importance of proper client database management from the very beginning.
We configured and adapted the new CRM, migrated the client database, set up a workspace for managers for effective client interaction, connected communication tools (telephony, messengers), and integrated with Nova Poshta.