Institute of advanced training and certification Expert (BIT:CRM 8)

The Following Functions Were Automated:

• Monitoring and analysis of key indicators of activity of the enterprise

• Order placement of buyers

• Calculation of normative cost value of orders

• Pricing, price lists

• Analysis of sales of ABC/XYZ

• Sales planning

• Formation of the diagram of receipt of payments

• Settlement with buyers

• Business process automation

Description

For obtaining versatile operational information about a status of the customer base, volume and structure of sales, the organization of the loyalty program, control and correction of works of sales and other services in ANO Institut company of advanced training and certification Expert a system "BIT:CRM 8" is implemented.

Key Features Automated in the Company:

• sales management and accounting in one program;

• sales plans;

• complete contact history with partners;

• personalisation of the relations;

• criteria of segmentation of the customer base;

• automatic filling of templates of commercial offers;

• problem definition to sales managers and control of their accomplishment;
• funnel of sales;

• efficiency analysis of marketing efforts;

• marketing polls and monitoring of customer satisfaction.

Thus, it should be noted that on the functionality the software product completely meets needs of the client. Staff of the company automates the following functions: Monitoring and analysis of key indicators of activity of the enterprise Order placement of buyers Calculation of normative cost value of orders Pricing, price lists Analysis of sales of ABC/XYZ Sales planning Formation of the diagram of receipt of payments Settlement with buyers Business process automation Description For obtaining versatile operational information about a status of the customer base, volume and structure of sales, the organization of the loyalty program, control and correction of works of sales and other services in ANO Institut company of advanced training and certification Expert a system "BIT:CRM 8" is implemented.

Key Features Automated in the Company: sales management and accounting in one program; sales plans; complete contact history with partners; personalisation of the relations; criteria of segmentation of the customer base; automatic filling of templates of commercial offers; problem definition to sales managers and control of their accomplishment; funnel of sales; efficiency analysis of marketing efforts; marketing polls and monitoring of customer satisfaction.

Thus, it should be noted that on the functionality the software product completely meets needs of the client. Staff of 1C: Accounting and Trade company (BIT) carries out demonstration and installation of the software product, updating is executed, personnel training on work in a system is provided.

Results of implementation are commented by Uvarov V. D., the vice rector: "Field of activity of our company: Education. We selected for control automation by customer relations BIT:CRM software product 8. This solution gives ability to integrate into the standard configuration 1C: Accounting 8 set in the company has wide functionality, the affordable price of the license and service. The product allows us to control stages of customer interaction, to register all contacts, to conduct the history of relationship on each partner, to set tasks to managers of sales department. The product of AT:CRM 8 helped to increase efficiency of managers, to daily appoint tasks of updating of contacts and to control their accomplishment. We had an opportunity to organize process of work with clients by calls accounting and contacts of clients with employees, to personify service, to analyze efficiency of marketing efforts. Succession of work with the client is provided, the reasons of outflow of clients are quickly established. Specialists of 1C Company: The Accounting and Trade (AT) programs, data transfer in a new system performed installation and tuning, provided training and consultations of users. We thank specialists of 1C: Accounting and Trade company for the qualified help".

Results of implementation are commented by Uvarov V. D., the vice rector: "Field of activity of our company: Education. We selected for control automation by customer relations AT:CRM software product 8. This solution gives ability to integrate into the standard configuration 1C: Accounting 8 set in the company has wide functionality, the affordable price of the license and service. The product allows us to control stages of customer interaction, to register all contacts, to conduct the history of relationship on each partner, to set tasks to managers of sales department. The product of AT:CRM 8 helped to increase efficiency of managers, to daily appoint tasks of updating of contacts and to control their accomplishment. We had an opportunity to organize process of work with clients by calls accounting and contacts of clients with employees, to personify service, to analyze efficiency of marketing efforts. Succession of work with the client is provided, the reasons of outflow of clients are quickly established. Specialists of 1C Company: The Accounting and Trade (AT) programs, data transfer in a new system performed installation and tuning, provided training and consultations of users. We thank specialists of 1C: Accounting and Trade company for the qualified help".