Crm 3.0 first bit instruction. What a CRM system should be able to do - requirements for mandatory functionality

Product " BIT: CRM 8» is designed to improve sales efficiency by automating and optimizing customer relationship processes. The program is used in the work of the commercial director, the head of the sales service, the head and managers of the sales department, the head of the marketing department, the head of the company.

The product was created for service and trade enterprises using 1C: Accounting 8, 1C: Trade Management 8, 1C: Manufacturing Enterprise Management 8 or 1C: Integrated Automation 8 as the main accounting system gives such enterprises an advantage in the implementation of a customer-oriented strategy, without acquiring expensive trade and sales management solutions.

The program solves the following tasks:

• Sales management;
• Marketing management;
• Analysis of sales and investments in marketing;
• Customer service and management.

Implementation results:

• increasing the efficiency of sales and marketing activities;
• reducing the risk of losing customers due to illness or layoffs of staff;
• the ability to identify sales stages at which the largest number of customers are lost;
• the ability to analyze, make decisions on the segmentation of the client base and distribute the efforts of the staff based on objective data;
• control over the work of sales personnel;
• convenient storage of all information about the client;
• the ability to quickly plan work;
• "snapshot" of the current situation with their own sales and all the tools of work on one screen.

Compatibility

• 1C: Accounting 8;
• 1C: Trade Management 8;
• 1C: Manufacturing enterprise management 8.
• 1C: Complex automation 8

Delivery set includes:

• user guide;
• distribution CD;
• registration form;
• protection key.

Functional

Contact management Keeping a history of relationships with clients will allow you to clearly monitor the implementation of agreements, transfer work with a client from one employee to another without losing information:

• a single database of counterparties (clients, suppliers, partners, etc.);
• planning and recording activities for each counterparty (presentations, meetings, calls, mailings);
• entering and storing additional details (fields) for counterparties and contact persons;
• planning and carrying out work for each client with the possibility of assigning responsible managers at the event level - meetings, phone calls, e-mails, etc.

Dynamics and technologies of sales The system allows you to control sales at all stages, from a "cold" call to payment of an invoice and further support, and receive the necessary reporting on transactions:

• support for a long sales cycle;
• registration and maintenance of sales by specified stages (automatic or manual stage change);
• attaching any files to transactions and other related objects;
• tracking the passage of potential customers through the stages of the "sales funnel";
• receiving reports on current and completed transactions;
• automatic preparation of documents in MS Word and OpenOffice Writer.

Marketing Campaigns The capabilities of the system allow you to evaluate the payback of marketing activities and increase their effectiveness:

• work with samples of customers from the database of counterparties (questionnaires, distribution by e-mail, by mail);
• planning and accounting for campaigns of various types;
• accounting of actual costs for marketing campaigns, efficiency analysis.

Task system The program simplifies the management of employees' working time, monitoring the implementation of delegated tasks:

• setting tasks for performers;
• tracking deadlines;
• task decomposition into subtasks, formation of a “work package”.

Customer segmentation

There are mechanisms for segmenting customers according to various criteria for making informed management decisions on providing discounts, special conditions for cooperation, etc. The system will make it possible to generate mutually beneficial offers for various groups of clients and identify the core of customers that bring the most income to the enterprise: distribution by ABC and XYZ classes, segmentation by receivables (in absolute values, in % of turnover, in % of total debt, etc. )

Access to customer information Separation of access rights to the database ensures that users receive only the information they need for their work.

• separation of access rights to information based on actions on objects;
• rights settings are made without the need for configuration.

Reporting system The solution generates a variety of reports that are flexibly configured by the user:

• a set of customizable reports for all sections of the system (arbitrary work with groupings, selections, totals, sorting, conditional formatting);
• storage of an unlimited number of report settings;
• the mechanism of arbitrary (created by users) reports;
• combining several arbitrary reports into a “report panel” for a one-time display of indicators.

Do not rush to choose, you should get acquainted with BIT.CRM 3!

? All the latest IT achievements at the service of your business.

BIT.CRM 3 supports all modern means of communication, working with a client has never been so easy and comfortable!

Seamless integration with modern achievements in the field of telephony, with mobile applications, website, mail and instant messengers.

? Full integration with 1C.

CRM system developed on the platform 1C:Enterprise 8.3 and easily integrates with all solutions on this platform.

That is why BIT.CRM 3 can be easily integrated into the information environment of your company without additional costs.

? You buy only the functionality that you really need.

BIT.CRM 3 was created on a modular basis, you pay only for the functionality that you need at the moment. As needed, you can easily connect other modules.

This is not only the automation of the client base, it is the automation of all business processes related to interaction with the client.

BIT.CRM 3 can do much more than a standard CRM system!

You can easily and quickly automate all business processes related to customer interaction and commercial service management!

? Online KPI management

Set the necessary KPIs, by which you will monitor the performance of business processes and follow the changes online. If the indicator reaches a critical value, the system will notify you and assign the task to those responsible!

The conversation script allows even a beginner to professionally communicate with a client. Depending on the client segment, the type and stage of the transaction, the system will display all the necessary questions on the screen and suggest the progress of the conversation.

15 000 rub.

Automatic completion of interaction documents

By pressing just one button, the system will automatically fill in the fields of the document. Now your employees will need less time to enter data into CRM.

15 000 rub.

Document templates (unlimited)

The module allows you to create an unlimited number of document templates in MS Word format: commercial offers, contracts, annexes to them, agreements, any internal documents of the company. Use ready-made and approved document templates directly in the CRM system.

15 000 rub.

Achievement Monitor (Advanced)

The advanced functionality of the achievement monitor allows the user to customize an unlimited number of graphical reports and place them on the CRM desktop. An effective tool for both line employees and managers.

30 000 rub.

Setting instructions for dialing tasks from any reports

From any report that contains information about an employee or client, you can create lists of calls to clients or instructions to employees. For example, in a few clicks, you can set a task to dial customers with receivables.

15 000 rub.

Manual filling control

Assign rules according to which employees are required to fill in the required fields. For example, the position of the contact person, his date of birth, TIN or OGRN of the counterparty. Using this module, you know for sure that the information entered into your database is of exactly the quality and volume that you need.

15 000 rub.

Accounting and assessment of employee competencies

Keep track of the competencies of your company's employees. Increase the number of competencies and their quality. The system allows assessing competencies through testing and certification with fixing the results of each employee.

15 000 rub.

Report "Analysis of the effectiveness of customer interactions"

The report allows you to evaluate the effectiveness of interaction between employees and customers. What types of interactions with the client and how many of them were performed by the employee to complete the stage of the transaction.

3 000 rub.

Report "Analysis of the duration of the stages of transactions"

The report allows you to analyze the planned and spent time of each stage of the deal. The data in the report are presented both in absolute and relative terms. You can track deals that are delayed or stuck at certain stages.

3 000 rub.

Automatic e-mail newsletters

Create rules, and CRM will automatically send an email upon the occurrence of an event in the system or schedule. Notify customers when there is a change in the status of their order or an overdue receivable.

3 000 rub.

Automatic SMS mailings

Create rules, and CRM will automatically send SMS upon the occurrence of an event in the system or schedule. Notify customers when there is a change in the status of their order or an overdue receivable.

3 000 rub.

Reactions to the absence of an employee

In case of planned or unplanned absence of a CRM employee, the system, according to pre-configured rules, will assign a new executor for current and subsequent tasks. When an employee returns, the system will offer to return all current tasks.

15 000 rub.

Integration with MS Exchange mail server

Synchronization of appointments, meetings, tasks, letters is provided. Must have a server not lower than MS Exchange 2010 or Office 365.

30 000 rub.

CRM systems Quick Sales 2 and Sales Expert 2 operate over the TCP/IP protocol in the local network, using the principle of a client-server system.

Server part

Software installed on the server (included in delivery):

* DBMS FireBird 1.5 (free)

* License Manager

* Sales Expert 2 or Quick Sales 2

Windows XP, 2003, Vista, 7, 2008.

* Processor: Pentium IV

* RAM:

For 5 users - 512 MB,

For 20 users - 1024 MB

* Hard disk: 50 MB.

Client side

Nothing is installed on the client side. The program is launched by a shortcut from the server.

Supported operating systems:

Minimum computer configuration:

* Processor: Pentium III

* RAM: 256 MB

* Hard disk: 10 MB.

Note

The presented system requirements are approximate, largely dependent on the size of the base. number of users and their activity (the number of operations performed) in the program.

For CRM program Client-Communicator

Communication with the database ("client-server")

1. On-line connection of users ("clients") to the server: via the internal network (intranet) or via the Internet (win-client)

2. Remote access included in the version: terminal client, VPN, specifying the server IP address via TCP-IP protocol

3. Web interface based on ASP technology: purchased and configured separately

4. Data exchange with remote departments: as part of the version

5. Organization of work on linked servers and data replication is possible

* your users can work with the database via the Internet, from a work or home computer, while in different cities or on vacation abroad

* the connection of the client module of the Client-Communicator with the server via the Internet does not differ externally from the work on the internal network, all calculations are also performed by the server

* you can also use the competitive licensing type to ensure that the same user works from different computers

Technical requirements for the Server

To install the server part of the CRM system Client-Communicator (database storage)

Up to 15 workplaces and with a database size of up to 4 GB

* MS SQL Server 2005 Express Edition with Advanced Services (+ SP3 and English version only). Distributed by Microsoft for free.

* For Microsoft SQL Server and Database Client-Communicator, it is recommended to reserve at least 600 MB of disk space.

Note!

For workgroups of 10 or more users, the use of a dedicated server is mandatory.

More than 15 jobs or if the database size is more than 4GB

* MS SQL Server 2005 Developer Edition or Enterprise Edition or Standard Edition, SP3 required (English version only)

* dual-core processor at 2.5 GHz or 3 GHz

* disk space directly depends on the size of the Client-Communicator Database - we recommend using at least 100 GB.

What affects server capacity utilization

* the number and complexity of calculated attributes, stored calculations, self-written mechanisms (procedures, triggers, functions)

* the level of complexity of interfaces on users' computers (their construction and all contents are generated from the Database)

* intensity of users' access to the Database (how often will you generate new reports, open new interfaces)

* When accurately determining the required disk space, one should take into account the possibility of creating and storing database backups, the possibility of increasing the size of the database, creating (or expanding an existing) file cache to increase virtual memory, etc.

Technical requirements for the Client

for "Client-Communicator" to work on computers of CRM system users:

"Iron":

1. Processor - Minimum Intel® Celeron® 1.3 GHz, depending on the requirements of the installed operating system.

2. For optimal performance, the use of processors of at least the Intel® Pentium® 4 family is required. Random access memory (RAM) - a minimum of 512 MB (1.5 GB or more is recommended, depending on the requirements of installed applications, in particular Microsoft® Windows® or Office editions ®).

3. Disk space occupied (Client-Communicator client part and Crystal Reports report designer) – up to 350 Mb. Installation file for installing CRM-system - up to 140 Mb.

4. Comfortable work via the Internet is possible through a channel of 256 Kbps, for example, through a Skylink modem (not turbo)

"Soft"

1. Microsoft® Windows® Vista (all editions)

2. Microsoft® Windows® XP (all editions)

3. Microsoft® Windows® 2000 (all editions)

4. To use the import/export features, you must have Microsoft® Word® and Microsoft® Excel® from Microsoft® Office® 2000/XP/2003/2007.

5. It is desirable, but not necessary, to have installed Microsoft® Outlook® software products from Microsoft® Office® 2000/XP/2003/2007 and Microsoft® Internet Explorer® 6.xx.