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Project

Maxitorg implements Amber CRM sales management system

Customers: Maxibargaining

Contractors: Amber
Product: Amber CRM

Project date: 2017/09  - 2018/02

Content

2018: CRM System Implementation

On March 20, 2018, Maxitorg announced the implementation of AMBER CRM and the implementation of bilateral integration with 1C: Trade and Service Management.

Prerequisites

The specifics of Maxitorg's activities are related to the acceptance of applications from customers, the repair of equipment, the purchase of components and the supply of the necessary equipment to customers.

During the pre-project survey, a number of problems were identified that impede the active development of the company:

  • Lack of a single customer and supplier base
  • lack of the ability to monitor compliance with order execution regulations;
  • labour intensity of operational analysis of sales indicators;
  • lack of simple mechanisms for monitoring the work of managers;
  • There is no mechanism for automatically informing customers about the status of their orders;
  • difficulties with assessing the effectiveness of marketing channels.

Project progress

To improve the quality of interaction with customers and solve problems related to sales management, Maxitorg has implemented an automated AMBER CRM solution and implemented two-way integration that ensures data synchronization between AMBER and 1C: Trade and Service Management.

As part of the work, the following functionality was implemented:

  • Automate business processes related to request acceptance, customer awareness, and post-sales service.
  • User-friendly interface for consolidated customer and contractor base maintenance
  • Analytical reports to control managers in terms of performance of assigned tasks and control indicators, sales funnels, service quality assessment;
  • maintaining a single document repository with convenient search for any necessary information, as well as documenting transactions from the system using built-in templates;
  • Automatic notification of order fulfillment status to customers
  • Informing customers about marketing activities.

Project results

According to representatives of Maxitorg, the introduction of an automated sales management system has made it possible to optimize customer service processes and make them more transparent, as well as detect problems as they arise, and not after the fact. The company is confident that automation will help increase sales and intensify the planned growth of the company.