Benefits of SugarCRM implementation in KAPITOL, a.s.

• unifying business processes and facilitating changes thanks to the modern SugarCRM tool
• new cross-sell and up-sell opportunities through rapid responses to current events
• complete system for automatic calculation of traders' margins

We have a state-of-the-art CRM solution for a major player in the financial advisory industry

KAPITOL, a.s. is a company of the Vienna Insurance Group family. Because it coordinates hundreds of salespeople, a quality CRM system is an important tool for efficiency. Since the original CRM solution was already outdated and could not cope with the new demands of the growing company, the company turned to Algotech. We devised a customized solution for KAPITOL, a.s. based on the SugarCRM product.

What have we accomplished in our cooperation?

We focused on simplifying, modernising and increasing the flexibility of the company's processes. As the company had different procedures set up in different parts of the country, the CRM system became an important pillar of unification and therefore flexible adoption of changes, forced mainly by changes in legislation.

Detailed analytical data in a clear form facilitated responses to existing business partner campaigns with a significant impact on the growth of cross-sell and up-sell opportunities.

The integration of CRM with DMS relieved the company from paper administration and enabled efficient document searches.

The individual solution for the calculation of merchant commissions was also essential, which significantly simplified the original cumbersome calculation. This without the need to develop a new product

What does our current cooperation look like?

More than 400 users from the employees of KAPITOL, a.s. work in SugarCRM. It facilitates their work and increases business potential thanks to the ability to react flexibly to market events. Not only has the cost of working with customers been reduced, but also better customer care has been achieved.

"Working with Algotech has been a great experience. Thanks to them and the implementation of SugarCRM, we can now take better care of our clients and work more efficiently within our company," adds Ing. Petr Nosek.