2TEST (Microsoft Dynamics CRM)

Project title: An implementation project of the solution B2B CRM of the Business engineer company based on Microsoft Dynamics CRM on automation of sales department in company 2Test (Alkor-Distribyyushen LLC).

Name of a system: Microsoft Dynamics CRM

Project Description:

2Test it is sure that, first of all, are important for their customers – speed, the price, quality and support. Fall forward and qualities of processing of the order and also high-quality support of the client also became key priorities in creation of our solution for sales department and marketing in company 2Test.

The B2B CRM system developed based on Microsoft Dynamics CRM became the professional rule of sales for the companies in the field of B2B.

A system includes:

• Means of planning, control and analysis of activity of sales department and marketing
• Tools for increase in personal and overall effectiveness of work of staff of departments
• Tools for work with the potential and existing clients for implementation of problems of promotion, development and customer retention
• Opportunities for ensuring the maximum mobility and availability of employees

Key features of the solution:

Management of interests

• Ensuring process of registration of interests of potential clients of different sources (media, the website, import from external bases). Control of duplicates.
• Ensuring process of qualification of interests (scoring, prioritizing)
• Ensuring process of distribution of interests (manual, automatic)
• Ensuring process of assessment of interests (questioning)

Management of the customer base

• Organization of collecting and data storage for clients
• Organization of collection of data on contact persons (level of influence, communication)
• Management of communications with clients (collection of information on all communication channels, planning of communications)

Management of potential transactions

• Organization of work on potential transactions
• Reports of sales department (activities for the period, waiting on sales and receipt of DS, work with the customer base: how many new how many it is converted and in what categories of client records)
• Tracking of a change history of forecasts, determination of forecast accuracy on managers
• Automatic scoring of value of the possible transaction (ABC analysis, duration, probability and so forth)
• Formation of commercial offers, tracking of terms of interaction according to commercial offers
• Management of the register of agreements. Formation of agreements, drawing of accounts and control of payment.
• Integration with 1C (partners, the product directory, agreements, orders, accounts, payments and so forth)

Sales planning

• Formation of sales plans (Across the territory, the product direction, the industry, department, group, the sales manager)
• Ensuring process of forecasting of sales
• A system with manual assignment by the manager of a certain percent of probability to each transaction
• A system with indication of the manager of the pessimistic, realistic and optimistic forecast
• The forecast with ranging of transactions on the calculated probability of their conclusion

Collection of information about competitors

• Information warehousing on competitors and the history of the competition
• Providing automatic calculation of rating of the competitor on the basis of the history of the competition

Analysis of sales

• Funnel of sales
• ABC customer analysis, products and product directions
• The lost clients and 20 more + reports

And also

• Hundreds of standartnykhfunktion which were not included into this description which are described on the page of the MicrosoftDynamics CRM system
• Mobility (access through the web browser, mobile devices are phones, tablets)
• Integration with Microsoft Office (Outlook, Word, Excel, Office365, 1C)
• Simplicity of making changes