[ EXPERTISE ] Analytics & Engineering

CRM & Automation

CRM, business processes and integrations for everyday teamwork.

Selected topics for business

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Featured topic #1 Accounting & ERP 2 min read

Migrating from 1C: preparing data, choosing software and validating the transition

Planning an accounting-system transition: requirements, usage rights, reference data, balances, trial migration, reconciliation and accounting handover.

Data reference data and balances

Checks before cutover

Read the Guide

To Services

What is inside the material

• New-system requirements and usage terms
• Required data, backups and trial migration
• Balance checks, permissions and accounting handover

ALL IT Agency team 16 July 2026

Featured topic #2 Cybersecurity 2 min read

Penetration testing and cyber hygiene: what to assess

Access, updates, backups and segmentation: agreeing safe testing, understanding findings and verifying remediation.

OWASP testing methodology

Access permissions and isolation

Read the Guide

To Services

What is inside the material

• Authorisation, boundaries and safe test conditions
• Finding validation and impact assessment
• Remediation, retesting and remaining risks

ALL IT Agency team 13 September 2026

Featured topic #3 CRM & Automation 2 min read

CRM implementation: sales processes, integrations and teamwork

Preparing CRM without excess fields or duplication: pipelines, roles, incoming channels, migration, training and outcome checks.

Process stages and owners

Integrations channels and data

Read the Guide

To Services

What is inside the material

• Sales pipelines without excessive manual entry
• Connecting requests, contacts and owners
• Trial migration, roles and team training

ALL IT Agency team 23 October 2026

All analytical materials

Expert recommendations and technical reviews in key areas

Total Materials: 17

CRM & Automation 2 min read

TMS: organising transport requests, routes and delivery tracking

How TMS connects transport requests, vehicle constraints, routes, delivery status, documents and actual cost control.

Service: TMS and transport management ↗

ALL IT Agency team 21 August 2026

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CRM & Automation 3 min read

Creatio: mapping a sales process and automating its steps

Prepare a process for Creatio: participants, transition conditions, automatic actions, exceptions and testing the completed workflow.

Service: Creatio implementation ↗

ALL IT Agency team 29 July 2026

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CRM & Automation 3 min read

Custom CRM: when you need one and how to plan integrations

Assess the case for custom CRM: unusual processes, customer and deal models, integrations, the first version and team handover.

Service: Custom CRM development and integrations ↗

ALL IT Agency team 19 July 2026

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CRM & Automation 2 min read

BPM: describing a business process before automating it

Preparing a business process: triggers, participants, data, decisions, exceptions, timing, a pilot and execution monitoring.

Service: BPM and process automation ↗

ALL IT Agency team 12 July 2026

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CRM & Automation 3 min read

HubSpot CRM: connecting marketing, sales and customer relationships

Align marketing and sales in HubSpot through contacts, companies, deals, customer lifecycle stages and enquiry handover rules.

Service: HubSpot CRM implementation ↗

ALL IT Agency team 11 July 2026

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CRM & Automation 3 min read

Pipedrive: building a sales pipeline and keeping track of next actions

Build a clear Pipedrive pipeline with deal stages, next actions, loss reasons and rules for checking sales data.

Service: Pipedrive implementation ↗

ALL IT Agency team 6 July 2026

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Page 2 of 3 (17 articles)

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Company

IT Services

Industry Complexes

Discuss Collaboration

CRM & Automation

Migrating from 1C: preparing data, choosing software and validating the transition

Penetration testing and cyber hygiene: what to assess

CRM implementation: sales processes, integrations and teamwork

All analytical materials

TMS: organising transport requests, routes and delivery tracking

Creatio: mapping a sales process and automating its steps

Custom CRM: when you need one and how to plan integrations

BPM: describing a business process before automating it

HubSpot CRM: connecting marketing, sales and customer relationships

Pipedrive: building a sales pipeline and keeping track of next actions

Do you need to implement solutions for your company?

Confidentiality

Quick Feedback

Discuss the task with the manager