CRM system and sales automation for a team in Saint Petersburg
CRM tailored to sales, service and operations with roles, analytics and integrations.
Delivery focus: Connect the user journey with the internal workflow.
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 Saint Petersburg
For an integration project, we confirm system owners, data and failure behavior; city coordination helps agree these decisions with the team in Saint Petersburg. Demonstrations follow Saint Petersburg time, UTC+3. Delivery is remote; OTON does not claim an office, employees or local representation in this city.
Brief prompt
What does the user do, and who continues the process internally?
Hand-off check
Verify steps, statuses, exceptions and owners.
Offer geography
Before work starts, we confirm whether the offer is intended for Saint Petersburg, 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 open-data system publishes executive-authority data in machine-readable formats for loading into databases and software components. Before integration, the exact dataset, format, update date, matching keys and permitted use are recorded. Acceptance checks a real-sample import, duplicate-safe reruns, schema-change handling and source attribution. Official website of the Saint Petersburg Administration.
Question before the brief
Can an existing database be moved? Yes, after its quality and structure are reviewed. Must the whole process be defined first? No, the main steps and owners are sufficient.