Description of the CRM project at the Institute of Oil and Gas Engineering and Information Technologies of the KBTU

Company profile:

The Institute of Oil and Gas Engineering and Information Technologies of the Kazakhstan-British Technical University is a new generation university focused on training highly qualified professionals for Kazakhstan’s priority industries: financial and economic, oil and gas and information technologies.
The KBTU is a fast growing university. Its objective is to be a research university model and obtain global academic ratings. To achieve this objective more successfully and quickly, the company decided to implement the Terrasoft CRM system.

Project description:

• improving the Contractors and Contacts modules;
• adapting the Sales section to client needs;
• creating a new Groups section to plan and maintain information by groups;
• creating a Sales business process;
• setting up integration with the 1C system;
• creating message templates.