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Sales Growth A unified database of customers and counterparties that stores all collected data. Sales department transparency in CRM – full control over customer interaction operations at all stages of the deal. Statistics and analysis of all client actions, revenue forecasting, and strategic development planning.
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Seamless Client Engagement Exceptional specialist expertise that allows for the anticipation of potential scenarios and proactive problem-solving.
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Sales Automation and Control A unified database of leads, contacts, and companies. Associated deals and tasks are handled by automation through pre-configured CRM business processes. Automated messaging, calls, invoicing, product additions, assignee management, and more. Transparent results: with CRM settings, department heads can instantly access employee time logs, identify bottleneck stages, and configure the sales funnel.
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Service Integration Easy and fast setup for real-time data exchange between the CRM and any 1C products. Connectivity is available in both one-way and two-way modes. Support for popular online cash registers including Atol, Evotor, Shtrih-M, and others. Support for all payment methods in full compliance with Russian Federation legislation. Mapping of smart processes to any 1C directory. Via REST API, the CRM can be integrated with any software, such as Yandex Go, Robokassa, AliExpress, and more.
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Corporate Portal A unified communication space for the entire company. The system is fully customizable to meet the needs of your employees. Featuring an intuitive and configurable interface. All working documents are stored in a secure cloud repository. Convenient scheduling and meeting planning with colleagues. Video calls for up to 48 participants. Support for IP telephony, email, and calendars, with group and chat settings that include defined access levels for information.
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Analytics Tracking conversion rates across all marketing tools enables effective evaluation and allocation of advertising budgets. CRM end-to-end analytics can automatically disable non-performing ads that waste budget. Ability to identify vulnerabilities in the sales funnel. Evaluation of manager productivity through CRM analytics. Sales performance forecasting.
Implementation stages
- Analysis and Planning At this stage, the organization's business processes are analyzed, and requirements for CRM and ERP systems are defined. Subsequently, an implementation plan is developed, including the allocation of roles and responsibilities, as well as the definition of the budget and timelines.
- Infrastructure Preparation At this stage, the necessary infrastructure for CRM and ERP operations is established. This includes the installation and configuration of servers, databases, networks, and other technical components.
- Configuration and Setup At this stage, CRM and ERP systems are configured according to the organization's requirements and business processes. This includes creating user roles and access permissions, setting up workflows, building databases, and more.
- Data Migration At this stage, data is transferred from legacy systems into the new CRM and ERP systems. This includes data cleansing and structuring, followed by import and validation for compliance and accuracy.
- Testing and Debugging At this stage, the functionality and performance of the CRM and ERP systems are tested. Potential bugs and issues are identified and resolved.
- User Training and Support At this stage, employees of the organization are trained to work with the CRM and ERP systems. Additionally, technical support is provided to the users.
- Launch and Scaling At this stage, the CRM and ERP systems are deployed across all levels of the organization. The system is gradually scaled, with new functionalities and modules being added over time.
- Additional Stages These stages are common for CRM and ERP implementations; however, every organization may have its own unique characteristics and additional steps that must be taken into account when deploying these systems.