XRM B2B Sales

XRM B2B Sales is the industry solution developed on the Microsoft Dynamic CRM platform for control automation by process of conducting sales and carrying out the marketing companies using templates of necessary documents and providing statistical and analytical reporting.

The company has an opportunity to perform and control sales processes, customer service, settlement process management, marketing operations management.

A system allows to improve considerably quality of work of managers due to storage of complete history of customer interaction: history of orders, meetings, telephone negotiations, document flow. A system manages settlement processes, reportings, the analysis and forecasting. Flexible instruments of filtering allow to create target groups of clients, to quickly generate the report with any cut of data including planned sales volumes for a month on each manager, to define a profile of the most profitable customers. A system allows to simplify routine transactions – electronic mailing, generation of standard documents, accounts, agreements, preparation of different reports. According to all forms of the strict accounting entered into a system the magazine of movements is kept. The solution gives an opportunity to provide transparency of activity of the company.

Each sequence of transactions can be described, using the designer of business processes. Further, upon accomplishment of a task, XRM B2B Sales generates a new task and informs on it executives in charge. Using a system work of all branches of the company is carried out the customer base is stored in a common information space at the expense of the Web server on which. Having the access code to a system, each branch thus will be able independently to fill up it, using the only standards of work in XRM B2B Sales.

For the purpose of safety of business there is a possibility of providing the different access level to the staff of the company to data. A system is rather easy in operation, normal users can resolve the majority of practical issues. A system allows to see performance of each employee and to define, how effectively he works. Possessing such information, it is possible to develop easily the system of motivation and the differentiated compensation for employees. Also it is necessary to carry an opportunity for work outside office using the web client to advantages of this solution. The solution helps to implement the only concept and methodology of all processes and allows to simplify work with the customer base, gives the chance to effectively exercise accomplishment control and also to analyze the received results.

In what feature of XRM B2B Sales and advantage of implementation?

A system provides more effective sales process thanks to:

• provide to tools for the seller which save from routine work with rules and regulations of maintaining transactions, all necessary information
• to tools for the head which give opportunities of the analysis of results at any angle, operating control * at each stage of the transaction, mechanisms of management of the purposes (KPI)

• • Getting online access to each action according to any transaction of the subordinate, the head has an opportunity to control process and to affect result. Distribution of responsibility for result between the manager and his head is so provided.

At the implementing solution XRM B2B Sales the enterprise in addition to a qualitative software package receives a powerful and reliable asset which increases the market value of the company, does it more attractive to investors and protects from numerous risks.

• Function of the automated creation of an organization structure of the enterprise
• Function of complete detailing of charts is Drill down and control of indicators of the purposes in XRM®B2B Sales
• The status report of the transaction in the solution XRM B2B Sales
• Tools for drawing up the commercial offer and feature of pricing in XRM®B2B Sales
• Features of a form of sale in the solution XRM B2B Sales
• Index of completeness of information and indicator of value of the client of CLV
• The detailed calendar of activities for each transaction