Customer Relationship Management

We ensure that your CRM system is designed to support fine-tuned, interactive communication with customers and allows to flexibly adjust your customer policy and marketing strategy to the changing customer needs.

EqualPartners makes the most valuable CRM
features work for your business

We offer custom CRM solutions and modules development, Microsoft Dynamics CRM full-cycle implementation, SalesForce CRM integration and custom add-ons development.

Decision making support

  • Customer profiles: data collection, aggregation, history tracking
  • Customer segmentation rules automation
  • Market analysis and trends tracking
  • Cost-of-sale and resource allocation management
  • OLAP Techniques implementation
  • Reporting tools configuration
  • Dashboards & Scorecards
  • Planning & Scheduling Tools
  • Task Management tools
  • Issue Tracking tools


Sales & Marketing Automation


  • Leads and opportunities management
  • Product management
  • Campaign management, results acquisition and assessment
  • Sales administration
  • Contract and Order management
  • Sales cycle & pipeline management
  • Corporate data flow & Knowledge management
  • Document management
  • Collaboration workspaces
  • CRM system remote and mobile access

Customer Communication and Servicing

  • Inquiry repositories and processing
  • Request handling automation
  • Customer Helpdesk automation
  • Call Centers automation
  • Alerts & Notifications automation
  • Customer Access Portal
  • Integration with customer’s data transfer systems and APIs


Customer Segmentation and Policies

EqualPartners deploys CRM features that help you to resolve the most vital segmentation problems.

Accurately define customer segment

  • Formalize and aggregate financial, legal and historical data related to a customer both from external sources and in-house data storages.
  • Automate segmentation depending on the data collected and rules applied.
  • Automate segmentation audits ensuring that new essential data affects transferring a customer to the other segment.

Apply customer policies according to segmentation

  • Switch routing, guidelines and restrictions within your processing and financial systems.
  • Automate notifications and alerts for customer-related process participants.
  • Collect feedbacks to improve policies & segmentation rules

Track and manage performance

  • Visualize customer statistics per segment in order to promptly distinguish valuable and low-profit groups
  • Check and compare related activities efficiency for different customer segments
  • Efficiently allocate advertising, sales and customer service resources and efforts