CRM Expert

CRM Expert is the cloud CRM solution.

On June 15, 2015 the Expert Systems company announced an output to the CRM Expert Expert Systems SaaS-application market^[1].

As a part of a product the additional ERP functionality for enterprise management and conducting management accounting of activity of the companies of small and medium business is stated.

The product helps to automate an organization activity cycle:

• marketing,
• sales,
• order management and finance,
• project management,
• task management
• document flow.

Screenshot of application window, 2014

As a part of system modules:

• warehouse;
• planning;
• production accounting;
• marketing;
• employees;
• document flow;
• communications.

Screenshot of application window, 2014

Functional properties of a system

Sales management

In a system are available:

• adding of potential transactions with indication of the planned terms of their end;
• selection in transactions of the stages corresponding to business processes;
• binding of responsible managers to transactions and separate stages;
• control of work of certain managers and sales departments;
• storage of a product catalog and services in the structured type;
• control of payment by clients with attachment of the relevant documents;

Planning of activities in the module "Calendar"

• planning not only own activities, but appointment to their colleagues with detailed comments;
• formation of the reference book of types of events, considering specifics of the user;
• output of statistics of meetings and calls by the manager for the analyzed period.

Analytical reports

• sales on managers and divisions;
• sales on separate goods and groups of products;
• sales on regions and the industries;

Information mailings

• consolidation of clients in groups for mailings on a certain sign;
• the personalized information mailings to clients in a free form or on templates;
• attach to the sent letters files with the additional information.

The authorized input

• everyone the user in a system has the password and access rights appointed to it.

The solution CRM Expert is available and as service (SaaS), and for installation on the corporate server of the customer.

Notes