BIT: Management of commercial service

The 1C: Accounting and Trade company announced (BIT) in July, 2011 an exit of a new product "BIT: Management of commercial service", created based on "1C: Trade Management" of edition 11. The solution helps to optimize customer relations, to increase efficiency of sales department.

Purchase of one program will provide access to work in it to an unlimited number of users. A common information space of CRM and the accounting module helps to create the solution, there is an opportunity to work through terminal access. In a product instruments of control of operational activity are implemented: KPI of managers, sales plans and activities on a funnel, execution of instructions, are an opportunity to estimate competences of sellers and to connect competences with personal results. The software allows to master quickly it thanks to the interface, convenient and clear for all users.

The program solves problems:

• Maintaining base of clients, partners and contact persons;
• Contact management (meetings, calls, letters);
• Segmentation of clients and products (ABC and XYZ classification, segmentation by any indicators, creation of BCG of a matrix);
• Sales management (analysis, sales planning and control of execution of plans, maintaining transactions, calculation of a funnel of sales, pricing and management of discounts, work with claims);
• Management of marketing (maintaining and the analysis of advertizing campaigns, work with the potential of clients, are an opportunity to create communication with the website, creation and control of a product and client matrix, automation of mailings by e-mail, maintaining base of competitors, registration and price analysis of competitors);
• Personnel management (work with instructions, assessment of competences of sales personnel, the analysis of communications of competences and personal results of work, management on KPI, the analysis of load and activity of employees);
• Reminders, notifications, data retrieval (installation of the cyclic (repeating) reminders, a desktop with the list of current affairs, indicators of KPI, transactions and clients);
• Integration with external systems (work with call center of "Infiniti", work with automatic telephone exchange based on the Asterisk, data exchange with 1C: Accounting 8).

Compatibility: 1C: Trade Management (edition 11) - completely on the managed forms

For other solutions (for example, small business management) is not issued and it is not planned

Important!

• Electronic protection based on BIT is used: Server of licenses 1.6
• All business logic is open ("is hardwired" nothing in a key, etc.)

Advantages

• Common information space of CRM and accounting module;
• An opportunity to work through terminal access;
• Interface, ergonomic and clear for all users;
• Flexibly configured processes of conducting sales;
• Instruments of control of operational activity: KPI of managers, sales plans and activities on a funnel, execution of instructions;
• Estimates of competences of sellers and communication of competences with personal results;
• Direct link of contacts, offers with orders and logistic module.

The program solves problems 1. Maintaining base of clients, partners and contact persons o Separation of the concepts Partner and Legal entity o Storage and information search about potential and current clients o Storage and search in a contact information o Fixing of clients to managers o Adding of any fields in the client's card o Automatic drawing up file of the client

2. Contact management (meetings, calls, letters) o Registration of customer interactions o Planning of meetings, calls and other contacts o Work with the calendar and the list put "for today" o Sending and obtaining e-mails

3. Segmentation of clients and products o ABC and XYZ classification o Segmentation on any indicators o Creation of BCG of a matrix

4. Sales management o Sales planning and control of execution of plans o Maintaining transactions o Funnel of sales o Installation and control of execution of plans for a funnel o Pricing and management of discounts o Work with commercial offers o Analysis of sales o Work with claims

5. Management of marketing o Maintaining and analysis of advertizing campaigns o Work with potentials of clients o Web2crm functions o Creation and control of a product and client matrix o Automation of mailings on an e-mail o Maintaining base of competitors o Registration and price analysis of competitors

6. Personnel management o Work with instructions o Assessment of competences of sales personnel o Analysis of communications of competences and personal results of work o Management on KPI o Analysis of load and activity of employees

7. Reminders, notifications, data retrieval o Installation of the cyclic (repeating) reminders o A desktop with the list of current affairs, indicators of KPI, transactions and clients

8. Integration with external systems o Work with call Infiniti center o Work with automatic telephone exchange based on the Asterisk o Data exchange with 1C: Accounting 8

Maintenance: Free support of the program is performed in the presence of the agreement of ITS.