Nikfort Sales

The Nikfort company developed the solution based on Microsoft Dynamics CRM for the trading companies. The solution Nikfort Sales allows to optimize and structure all lifecycle of sales from the shown interest from the potential customer before control of obligation fulfillment and providing services. Also the solution allows to optimize and accelerate process of internal document flow between departments of the company and to provide comprehensive analytical information for the management.

Main functional system modules

• Base of clients

Maintaining history of customer relations is fixed in base that will allow to consider features of each client and to offer the client that product which as much as possible will interest him, and also to have a point marketing impact on the market of consumers.

• Product directory. Knowledge base.

The structured product directory will help to orient quickly in the products or services offered the customer, and in case of need the knowledge base will help to answer the interesting question or will provide the product description. Sales

• Possible transactions

Maintaining possible transactions with fixing of stages, the predicted financial results and the offered products, with automatic control of terms of stages and overdue tasks. Reflection of information on competitors within the transaction, and also information on the loss reasons for the further analysis of a competitive situation.

• Commercial offers / Agreements / Orders

At selection of products in commercial offers, agreements or orders perhaps automatic display of a remaining balance in warehouses which are synchronized with 1C.

Use of templates when forming commercial offers or agreements will allow to make the necessary document in one click that considerably will accelerate and will exclude possible errors by manual drawing up documents.

• Accounts/implementations/payments

Due to use of the Nikfort 1C Connector add-on module becomes possible to create a common information space for operational information exchange, monitoring and providing up-to-date and comprehensive information on a status of orders. The created orders in Microsoft Dynamics CRM automatically get to accounting in program 1C.

After billing by accounting, at receipt of payments from the client and their diversity on accounts, and also at shipment of goods by request — information at the same moment becomes available to managers in Microsoft Dynamics CRM.

What considerably optimizes document flow and process of information exchange between departments and services of the company, releasing time of employees for accomplishment of the direct duties. At the same time the level of rendering service due to operational providing up-to-date information and the due notice about approach of terms according to obligations increases.

• Customer base

Maintaining uniform base of clients allows to analyze trends in the market, to segment clients on different indicators, to make address influence, to understand the needs for the existing products and to offer new products depending on customer needs.

Marketing campaigns

Microsoft Dynamics CRM helps:

Create target marketing lists according to the uniform customer base. Plan, carry out and analyze efficiency of advertizing campaigns. Perform mailing by e-mail. Fix responses from clients.

• Service

Availability of the complete customer interaction history and possibility of obtaining information on the solution of standard problems give an opportunity to significantly increase the level of service that inevitably leads to increase in loyalty from client side.

Availability planning of resources allows to optimize work of service department and to minimize the costs connected with idle times. Also a system gives analytical opportunities to estimate activity of service department.

Maintaining contracts for service maintenance allows to consider addresses and to control the volume of the provided services to the client. Interaction between departments of the company

At the expense of the automated information exchange between departments of the company time considerably decreases and customer service quality increases. Information by transfer from department to department is not lost, and different departments of the company begin to work well-coordinated as "hours".

• Analytics

The solution Nikfort Sales includes the whole set of analytical reports for effective management of the enterprise. In the conditions of dynamically emerging market and the high competition to the modern enterprise the operational analysis of different indicators is necessary for an opportunity:

• Predict sales on different cuts.
• Make contrastive analysis of indicators with previous periods.
• Analyze a funnel of sales and reveal bottlenecks.
• Estimate work of employees.
• Compare planned and actual targets of sales.
• Segment clients on different analysts for a possibility of effective impact on them.