CRM system and sales automation for a team in Moscow
CRM tailored to sales, service and operations with roles, analytics and integrations.
Delivery focus: Align roles, data and ownership across several participants.
What we discuss first
pipeline, roles, lead sources, fields, hand-off rules and reporting.
What we accept in the result
deal stages, customer record, permissions, integrations and sales-user scenario checks.
Boundaries and dependencies
CRM licences, data migration and custom reporting require separate scope.
Integration coordination in Moscow
For an integration project, we confirm system owners, data and failure behavior; city coordination helps agree these decisions with the team in Moscow. Remote sessions follow Moscow time, UTC+3. Delivery is remote; OTON does not claim an office, employees or local representation in this city.
Brief prompt
Who decides, provides data and approves the result?
Hand-off check
Confirm roles, access, data flows and acceptance criteria.
Offer geography
Before work starts, we confirm whether the offer is intended for Moscow, Russia or several markets. This affects language, form fields, required information, analytics and campaign settings; no unsupported local promises are added.
Local delivery context
For system-to-system exchange, discovery records data categories, recipients, retention and access controls; the customer confirms the legal basis. Официальный интернет-портал правовой информации.
City context
Moscow's official register lists numerous city information systems, including portals, registries, document workflows and analytical systems. Integration discovery must name the actual systems, owners, reference data, identifiers and permitted exchange directions. Acceptance requires tested exchange contracts, error handling, logging and reconciliation between the named systems. Official portal of the Mayor and Government of Moscow.
Question before the brief
Can an existing database be moved? Yes, after its quality and structure are reviewed. Can approval be split across teams? Yes, with an owner defined for every decision.