CRM system and sales automation for a team in Novosibirsk
CRM tailored to sales, service and operations with roles, analytics and integrations.
Delivery focus: Organize remote delivery with explicit checkpoints.
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 Novosibirsk
For an integration project, we confirm system owners, data and failure behavior; city coordination helps agree these decisions with the team in Novosibirsk. Meetings follow Novosibirsk time, UTC+7. Delivery is remote; OTON does not claim an office, employees or local representation in this city.
Brief prompt
What needs a meeting, and what can be reviewed asynchronously?
Hand-off check
Record decisions, questions, versions and the next stage.
Offer geography
Before work starts, we confirm whether the offer is intended for Novosibirsk, 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
The city department is responsible for Novosibirsk's telecommunications, digital infrastructure and informatization strategy. Integration discovery records infrastructure and system owners, responsibility boundaries, interfaces and support arrangements. Acceptance requires an agreed ownership map, exchange monitoring, error logs and an escalation runbook. Official website of Novosibirsk.
Question before the brief
Can an existing database be moved? Yes, after its quality and structure are reviewed. Can meetings be reduced? Yes, with one agreed written review process.