Quick Sales

Main article: CRM (Customer Relationship Management System)

Quick Sales is a CRM system for customer maintenance. This is a single database where every contact with the client (calls and meetings), sales, debt is recorded... Quick Sales has informative sales reports in the form of tables and graphs.

2024: Integration with Telfin.Office virtual PBX

Russian provider communication services Telfin"" and CRMpartner presented a ready-made solution integration virtual PBX "Telfin. Office" and - CRM systems of Quick Sales. Telfin announced this on March 21, 2024.

The complete business integration module allows you to combine a virtual PBX with CRM in just a few hours. CRMpartner undertakes all the tasks of Quick Sales connection. At the same time, users can independently configure the operation of the built-in IP telephony module.

Thanks to the integration of the Telfin.Ofis PBX and the Quick Sales system, users receive advanced functionality of services for maintaining high-quality communications with customers: call routing, auto-call and conference, recording and local storage of conversations, calls from CRM to one click, pop-up cards for incoming and outgoing calls, etc.

To quickly communicate with customers directly from CRM, you can use the built-in softphone with a basic set of functions for call processing. Statistics are recorded here, conversations are recorded with the ability to listen to them right in the system. In addition, you can choose where audio messages will be stored, which allows you to transfer folders with records to other paths and directories.

Quick Sales is just one of the CRM systems presented by our development team on the Russian market. As part of expanding cooperation with Telfin, we plan to increase the number of solutions and bring to the market the integration module of the virtual PBX "Telfin." Office "with the Sales Expert system during the spring of 2024, - said Andrei Turovsky, CEO of CRMpartner.

Our company not only expands the pool of integrations of communication services with key CRM systems in Russia, but also constantly updates the capabilities of ready-made solutions based on the needs of our users. It is impossible to present a competitive business and high-quality service without such collaborations, "said Ivan Pavlov, Telfin project manager.

2012

Who is right for this product

Quick Sales is suitable primarily for those who lead customers in paper organizers, in Excel, in Outlook, or in general keep everything in mind, who cannot answer questions "How many customers we have in total" or "What sales did we have in a month", who can't say exactly what he should do today or what his plans are for next week. This program is made for you.

Tasks to be solved

Customer Management

Maintaining customers is a very important task. When communicating with a client or going to call him, it is important to have a complete picture of him. Everything should be on hand. This is the history of recent contacts, and the list of products he bought, customer debt and your promises... Only then will the client feel that there are professionals in your company who remember everything about him, do not forget anything and do everything on time. It is a special computer program that will allow you to effectively build relationships with your customers. This program should work quickly and be convenient in it.

The search for clients in Quick Sales is carried out according to a variety of criteria: by the name of the company, by the name of the contact or by his phone number, by the web address, by e-mail, etc.

The client information is located in one dialog. Having found the right client, you switch to his card and receive complete information about him.

Contact history. Your calls, customer calls, appointments, sent invoices, customer questions in yours with the service and much more. You fix any contact with a client with a simple action - click the "Add" button and write text. It's not time-consuming at all. Moreover, if someone else communicated with your client, then you also see this information in the form of brief notes. Plans. It's also easy to add plans for each customer. It is enough to select a date and write a text. For example, "Invoice," "Send Courier," "Call...," etc. Contact persons. Your client may have several contacts, each has his own phone, e-mail, position, birthday. By the way, the program itself will remind you of the birthdays of your customers.

Background information. Indicate which market segment a particular customer belongs to (industry, medicine, woodworking), how the customer learned about you (exhibition, newspaper advertising, seminar), in which country, in which region, etc. Customer categories. The customer in your database can be your dealer, competitor, VIP client, or can simultaneously enter several categories. By opening the customer card, you will always see which categories your customer is included in. You can search and report on these categories.

Products. The client card in a simple and convenient form shows the list of products that the client bought, as well as their cost.

Deals. The transaction describes the sales process. Starting to communicate closely with the client, you do not rarely ask how he learned about you. This information falls into the deal. A list of products that the client is going to buy and the money that the client pays you is also entered here. If the customer refuses to buy here, you indicate the reason for the refusal. For example, "High price," "Bought from competitors."

Contracts. If you enter into contracts with customers or dealers, you can enter general information about them into Quick Sales. This can be contract number and date, dates, discounts, etc. Additional fields. If you don't have enough fields to describe a customer, you can always add them.

Organizer

It is most convenient to start a working day with your plans for today. Here you can see all your meetings, calls and business for today.

Mailing

With the help of mailing, you can send news or invitations to customers.

Marketing

You will receive answers to questions such as:

Which promotion source is most effective for you (exhibitions, seminars, mailings, articles, outdoor advertising, metro advertising). What are the reasons for refusing to buy the most "populist" from your customers. How long the sale lasts on average. At what stages of working with the client most often there is a refusal. Sales funnel. Sales forecast.

Sales Reports

You simply choose in what context the report is needed (by sellers, by customers, by dealers, by advertising, etc.) and the time period. If sales dynamics are required, specify the interval (decade, month, quarter, year). The report is presented as a table or set of graphs and charts.

Reasons for Customer Failure

Using Quick Sales, you will have complete information about customer failures and track its dynamics. For example, if many customers refused to buy your products because of the "High Price," you can always find these customers in the database and make a better offer.

Analytics

Additional useful information that you will receive using Quick Sales:

How many appointments and calls your sellers have made to customers. What are your sellers' plans. How many customers are currently working with and at what stage. Average duration and sales amount. The average duration of each stage in the passage. Dynamics of new customers, dillers, etc. How many companies do you have in your database and how many of them have become customers (bought something). And more.

Sales funnel

The sales funnel will clearly show how many customers you have at work and at what stages. It will immediately be noticeable at what stages of working with the client problems occur (the client refuses).

Integration with 1C

Using 1C integration, you can:

• Synchronize products between Quick Sales and 1C
• Synchronize customers between Quick Sales and 1C
• Automatically create accounts in 1C based on information in Quick Sales. And for sales, when you create an account in 1C, it will automatically fall into Quick Sales.
• Import customer patches from 1C to Quick Sales.

Integration with Outlook

Synchronize contacts and plans with Outlook. If you are going to command, then the necessary contacts with phones and plans will always be at hand on your laptop.

Access rights

Personal access rights are set for each user.

Separate access rights to add, change and delete information both to your own and to someone else's. Some users can only be allowed to see their companies, others can see everything. You can configure the rights so that users can see all the information, and only change their own.

It is possible to prevent users from entering notes retroactively. This will not allow you to distort the history of relationships with the client.

The data export ban will prevent the user from taking the database with him.

Separate access rights for each module in the program.

Safety

Data Base is not visible on the local network and cannot be copied to. Each user has their own password and access rights.

Computer requirements

Quick Sales is very low on resources.

For the network version with 5 seats, the configuration should be no worse:

Server computer - Pentium 2 (400 MHz), 128 MB of RAM, 30 MB of free disk space. Recommended operating system Windows NT/2000/XP/2003.

User computer - Pentium (100 MHz), 32 MB of RAM, 10 MB of free disk space. Operating system - Windows 95 and higher.

Specific requirements depend on the size of the database, the number of users and the intensity of their work in the program.

Advantages

Quick Sales is not only a very simple and convenient product, it solves practical problems. Quick Sales has huge opportunities for its price. This is why it has become so widespread and recognized among thousands of users.

Links

Official Product Page