Gydex CRM

The user of CRM GYDEX has an opportunity to automate the business, including goal-setting, control of document flow with a possibility of providing the different access levels to different categories of users, financial accounting with the statement of accounts and execution of other documentation, control of marketing activities of business.

At the same time, CRM GYDEX is the cloud service working in a server cloud of GYDEX that saves from need of installation of any software at maintenance of the highest level of protection and a guarantee of tightness of all business information. The multiplatformity of a system provides access to it from any stationary and mobile devices, from all possible browsers – the client of CRM GYDEX needs only access to the Internet.

GYDEX is focused on quality improvement of service maintenance of the clients. It proposes the software solution adapted for their business challenges on which development and deployment no more than 3 working days leave. At the same time the personnel of customer organization undergo the free training training on work with CRM GYDEX, further having an opportunity to address for first technical support 24 hours a day, 7 days a week. The user feedback of CRM GYDEX confirms that the effect of increase in loyalty existing and involvement of new clients, automation of information analysis about the current business processes and quality of work of employees, reduction of a share of manual work and optimization of document flow becomes obvious after the first month of system operation.

CRM GYDEX software products:

• Dealer office – the additional software product for optimization of work with dealers, distributors and remote divisions.
• Electronic supply – the development of service promoting automation and control of activity of the large organizations.
• Intellectual sales – the software solution for automation of process of activity of individual entrepreneurs and also trading and production companies.
• Mobile office – the program combining CRM and ERP systems. It is used for automation of activity of any companies, individual entrepreneurs in different spheres and with various types of tasks.
• FOR YOU! – universal development for automation of activity of individuals, irrespective of an occupation and options of tasks.
• Marketing and analytics – the offer of service for optimization of marketing and advertizing departments.
• Turnkey projects. The offer to clients which includes: audit of all business processes, drawing up technical specifications, development and deployment of the personal version of CRM GYDEX, technical support, free training of personnel.

Security

Security of CRM GYDEX meets requirements for personal data protection (Federal Law 152 of 7/27/2006). Software products and confidential information of clients of CRM GYDEX are under protection of video surveillance systems and the access control protecting them from unauthorized access. The system of access rights of CRM GYDEX provides group and individual user management. Any actions of employees are entered to the event log for fast installation of these or those changes made by a certain user at once.

Servers of a system are in several autonomous data-centers between which data are continuously synchronized. Several times a day data backup, contained in CRM GYDEX bases, and their transferring on the external carrier is automatically made.

From the technical point of view the convenience of the cloud CRM systems, including in relation to CRM GYDEX, can be considered from the following positions:

Cost reduction

For the customer: economy is obvious. It is not required to purchase servers of a certain configuration. It is not necessary to configure remote access for employees and technical support and at the same time to incur expenses on allocated channel to the server with the CRM system. Besides, it is not required to incur expenses on payment of work of the personnel servicing this infrastructure. All these issues are resolved by the developer. From the customer rather modern computers with Internet access for the organization of work of the employees are required.

For developers. Take out in a cloud the server with working and test versions of software products – an optimal solution. For full functioning of CRM due to complete optimization of a program code and an exception of accomplishment of excess, duplicative transactions there are enough resources of a virtual dedicated server. And this solution is enough for simultaneous operation databases on it several independent organizations, to each of which the isolated program from a line of software products of the company is provided.

Similar to the customer's employees, we have an access to all resources of a system from any computer with Internet connection.

Ease and speed of introduction of updates

For the customer. It is not required to stop work in a system waiting when there arrives the representative of developers with "a magic flash card" with updates of a system. Thanks to it idle times in work of the organization connected with updates of a system are excluded. All updates are entered far off and on a centralized basis, at the same time time of unavailability of a system is absent. All employees at the same time get access to the relevant program. If updates require unavailability of a system during their installation, then without influence on the working schedule of the customer it is possible to carry out them to days off or at night.

For developers. During the work with cloud CRM the hostless system of control of versions of Mercurial is used. As a central mass storage Bitbucket is used. Developers do the commit procedure on the working computers, then push in the central storage on Bitbucket is made, and then the command from the ssh-console of the CRM server makes pull from the central storage in the working folder of the program. Besides, due to decentralization of a control system of versions of Mercurial we are not tied strictly to Bitbucket. In case of any problems other central storage can be selected and used. The CRM server is also storage, and moreover – each computer of each developer is a system repository too.

The similar scheme gives the following advantages:

• It is possible to enter relevant updates to a working product quickly.
• It is easy for each of developers to receive current versions of each software product.
• Developers are insured from data loss at introduction of updates due to duplication of a program code in many repositories

Convenient access to all software products

For the customer. As it was already noted earlier, for work in cloud CRM the computer with Internet access suffices. Each employee working in a system has the login and the password by which he is included into CRM through the main developer's site.

For the developer. Due to access on the Internet to all software products, there is an opportunity to quickly carry out administration of a system, input of updates. It is convenient to give technical support to the customer's employees – a system and all data are available by default. For the solution of all arising questions it is not necessary to leave in office of the customer, remote access to its computers is not necessary.

The base of each active organization in CRM has a relevant test copy. In case of any difficulties the developer can enter the test copy from an employee name which needs technical support and to resolve an issue far off, seeing a problem literally the customer's eyes.

Data protection and backup

For the customer. The cloud systems allow to avoid need of physical finding of the server with data in the customer and the problems and expenses connected with it. Additional protection and protection of the premises, etc. is not required. Unauthorized access of employees to confidential information is excluded – all data are stored on servers in data center, and the information access occurs only according to security policy of software products of cloud CRM.

For the developer. The cloud model of work allows to configure the centralized backup of all data on all programs. For each existing software product automatic backup of databases and the file system of the folder with the program on the server of backup copies is configured. On it automatic rotation of backup copies with the period in several days is carried out. Besides, weekly data are copied on the removable medium.

The similar policy is hard-hitting if servers are scattered on offices of customers.

Problems of protection of the server against cracking and physical theft or damage are solved by a hoster: servers are placed in the protected data center, the centralized software updating of servers and elimination of possible vulnerabilities in their operating systems is carried out.

Thus, you receive a minimum of costs, a benefit maximum, increase in efficiency of own business and lack of additional expenses on development and deployment of CRM.

According to a set of actions available to the user, the program when forming each web page of our cloud CRM system checks visibility/invisibility, or availability/unavailability of each work item of the interface to the authorized user working in the program.

Besides, availability of each action is checked when processing all actions of the user in CRM GYDEX

Let's give examples:

• If the user tries to come into the section of a CRM system of GYDEX in which access was not opened for him, then instead of the section the user will appear on the office page "Access Is Prohibited".
• If the user tries to make action in CRM GYDEX which to it is not authorized, for example – to save the account, without having the rights to preserving of the account, then depending on a transaction context to it the message about impossibility of this action can be displayed, the Access Is Prohibited page will be shown, or action will be ignored by a system, and changes actually will not be made.

Differentiations at the level of the document

For certain cases of differentiation at the level of the table of the rights happens insufficiently. For example, if necessary to differentiate access to folders of file storage of the program. For this purpose the module of differentiation of the rights at the level of the document is provided in the program.

For each folder with individual access isolation in CRM GYDEX the similar table of user rights is under construction. In it several different actions can be defined. In our example it: reading from the folder, loading of files in the folder, removal of the folder, removal of files in the folder, editing of descriptions, etc.

The actual availability of each transaction in the presence of differentiation at the level of the document is defined by logical addition of the rights at the overall level of the program and the rights at the level of the document. For example, if the user Ivanov has access to file storage, but has no access to the Agreements folder, he will not see this folder in file storage.

Event logs

The used model of access rights in CRM GYDEX allows to keep the event log in the program. In this magazine all actions of users are fixed. At the same time in each log record the following fields are fixed:

• Date of action
• Name of action
• The IP address from which action is made
• The user who made action
• The affected user (if is)
• The mentioned user group (if is)
• The used rights from the table of the rights
• The code of the mentioned document
• Comments (contain values of the updated fields, explanations to action, etc.)

Thanks to structure of the general magazine, in the program event logs for each document - for example, the event log of the account are implemented. Having studied this magazine, it is possible to learn who entered what information when what actions he made specifically according to this document.

Besides, using the event log CRM GYDEX software modules of reports (in the form of tables and diagrams) about real time of work of employees in a system are created. This function allows to control use of working time of the employee.

The system of an online help on the basis of the user's rights

A built-in help CRM system of GYDEX works with use of a system of the rights. Reference materials only according to those sections and functions to which he has access are shown to the employee. The employee does not see the reference according to sections unavailable to it, and can even not guess their existence.

Such approach to creation of a help system is implemented due to splitting materials of the reference into chapters connected with this or that right from the table of the rights.

In the presence of the right at the employee the protected chapter of the reference automatically is built in the table of contents of the section Help, is available in the contextual mode – i.e. when clicking the button "?" in appropriate section of the program.

In the absence of the right chapter is not visible to the employee in the table of contents and Help is not visible in the section, it is not displayed when clicking a knot ku "?" in appropriate section of the CRM GYDEX program.

CRM Gydex is the KPI system of indicators

CRM GYDEX - KPI - the system of indicators using which employers can estimate the employees. It is worth noticing that indicators of work of each individual employee tie to the general KPI of all company (such as profit, profitability or capitalization). The purpose of CRM GYDEX developers - to make so that actions of employees from different services were not contradictory and did not slow down work of specialists from other divisions. Everyone makes a contribution to the common cause, works for achievement of the purposes facing it and as a result receives bonuses for their accomplishment.

Work with CRM GYDEX - KPI allows specialists to understand better what they need to do to be effective. "Efficiency" is understood as not only the amount of works done for unit of time but also the advantage received by the company from activity of the employee.

In SRM GYDEX everything is registered and detailed to a maximum, work with KPI - good option for heads of all levels. The employee understands, how many, for as when he receives over a salary. And what enters its salary. Accurate, documentary information on what the employer waits from you for, very much simplifies work. Each employee has personal problems and terms of their accomplishment, and the company regularly using assessment controls its work.

The cost of the license in GYDEX and FreshOffice company

Depending on complexity of the software product and the sphere of its application of CRM GYDEX of the solution cost one on any number of users. FreshOffice CRM offers the cost of one place (workstation) in the amount of $250-500. CRM systems of Gydex of initial level can independently be implemented and be supported by the staff of firm in difference from FreshOffice where the help of the developer is inevitable.

What does the cost of the CRM solution consist of?

Cost of the solution = cost of licenses + implementation cost + training cost + cost of completions (+ cost of hardware)

Such characteristic as Customer Relationship Management System is calculated more with difficulty, and includes in addition organizational and operating costs. In the big companies calculation of TCO in itself is an uncommon task, is labor-consuming and expensive.

The cost of operation, paid maintenance and update new versions also important part of the total cost of CRM GYDEX - the solution. These costs differ from the "instant" cost of the solution FreshOffice for the buyer in the fact that investments into CRM GYDEX are made during a certain term after purchase, and the extent of costs can be managed in certain limits.

If the Call center is a part of the solution, then its cost can unpleasantly will surprise the buyer: "iron solutions" are expensive, in difference from the free version of CRM GYDEX.

Integration of CRM GYDEX with 1C

CRM systems of GYDEX can be integrated with solutions based on 1C. For data integration XML format is used. Synchronization of two systems means that documents and the records of reference books entered in one of them during the periodic sessions of data exchange are transferred to the connected application.

Two modes of integration are possible:

• online mode: a continuous information communication between systems;
• periodic synchronization: work with XML unloadings of data.

The method of integration depends on an assigned task and also requirements to relevance of data, security requirements of data and on other factors.

At integration online each transaction in one connected system is automatically broadcast in other connected system.

In case of periodic synchronization, depending on requirements to a configuration of systems, can be the initiator of data exchange both a system based on 1C, and a CRM system of GYDEX.

In both cases the synchronization mode, it is set:

• schedule of automatic synchronization;
• or manual start.

Also setup of a rule set for synchronization of data is carried out. In the system giving data unloading of data in XML format on the CommerceML standard forms. The system accepting data conducts analysis of this unloading and is synchronized by the set rules.

Between systems based on 1C and CRM GYDEX the following types of data can be synchronized:

• Commodity nomenclature
• Reference book by partners and contacts
• Payment documents (electronic payments)
• Shipment documents (accounts, implementations, receipts)
• Reference book of orders
• Reference book of agreements