Bargus Trade (Storverk: CRM)

Project Tasks

The purpose of Bargus Trade LLC company was automation of customer relations and partners, increase in productivity of wholesale purchasing activity. For achievement of this purpose, specialists of Storverk company implementation of the CRM system based on 1C was offered. As among any of them existing in the market of CRM systems did not satisfy the company on functionality and implementation cost, the decision about creation of the individual software product was made.

Project Objective

• Automate accounting of customer relations;
• Automate interactions in the company under approval of the prices and sales terms;
• Implement customer analysis (the reasons and stages of failures);
• Implement efficiency analysis of advertizing channels;
• Obtain reliable data on KPI of employees and the company in general;
• Receive additional tools on lead generation;
• Increase the number of the entering addresses and conversion in transactions.

Solution specifications

• Integration with the IP telephony;
• Integration with the website and the systems of web analytics.

Project Results

• Business processes of sales department and related departments of production, purchases, logistics, design and accounting are automated;
• The plan-fakty the analysis of sales allowing to reveal quickly and in full deviations of the actual sales from planned and to influence a situation online is implemented;
• Routine processes in customer relations, including notifications on overdue receivables, notifications on assembly and delivery of orders, etc. are automated;
• Control of number of the actions (calls, letters, meetings) made by the staff of sales department for the selected period about a possibility of comparison of indicators between employees is implemented;
• There is an analysis of "a funnel of sales" on stages of customer interaction, stages and causes of failure are fixed:
• Problem definition on clients and reminders on them for ensuring control of timeliness of their accomplishment and also fixing of violation of the delivered terms is automated;
• Considerably the number of the lost clients decreased;
• The system of calculation of KPI of staff of sales department taking into account turnover in terms of money, turnover on separate groups of goods, quantitative and qualitative indexes of work, the number of the attracted and lost clients and some other indicators is implemented;
• The number of working communications was reduced, approval of the prices and sales terms happens in a single system;
• All departments involved in a chain of sales work in a common information space;
• Integration with the accounting system, the IP telephony, the website and the systems of web analytics is made that allows to receive end-to-end analytics of sales from a lead source before shipment of products;
• Traffic of the entering addresses thanks to built in in Storverk CRM the systems of telemarketing and mailings is increased;
• On the basis of data on conversion in sale from different advertizing sources, SEO optimization of the website and an advertizing campaign on the Internet is carried out.

"No positive material and moral motivation of staff of sales department will replace control from the head. Carrot and stick policy is classics of management. Control functions can fully be implemented using the CRM system - the convenient tool for the head of sales". Kudrina Svetlana Gennadyevna, CEO of Bargus Trade LLC