RegionSoft CRM

RegionSoft CRM  is the means for automation of operational activity of sales departments and customer services designed on the basis of client-server technology, having the built-in system of the reporting, which is easily configured under features of the enterprise, allowing to work as everything to the staff of the enterprise with a uniform information array of partners. A system considers the exhaustive information about partners and personnel, classifies and systematizes them, provides means for group processing, automates inventory and cash control, creates price lists, monitors business processes, has the built-in e-mail client, a configurator and the designer of reports with support of the open code, a possibility of remote work of users and also mass of other advantages.

Implementation of RegionSoft CRM allows to automate accounting of customer relations and to construct accurately working schemes of sales and service, the most independent of a human factor and for 100% the enterprises under control of the management.

Registration of each event related to partners creates unique base using which it is possible to trace the history of relationship of your enterprise and the partner, to estimate quality of work of managers, to see in what direction events develop.

A system collects data on operational work. Such parameters as a customer loyalty, their prospects, existence and influence of proposals of competitors and many other things are traced. Clients are classified by the size, reaction to advertizing campaigns, types of activity and the status.

Afterwards on the basis of all array of collected data it is possible to organize local thematic developments of clients and to besides keep track of their result.

Existence of functionality on business process automation allows to regulate strictly important transactions and to set their sequence with obligatory bringing to a logical conclusion with registration of each step in cuts of results, time and responsible managers.

Existence of 4 types of tasks in a complex with several schedulers give to users an opportunity of planning of both personal, and collective (project) work. Using the sliding two-week scheduler visual planning of personal time of managers in cuts of days of the week and the number of cases is organized.

In the RegionSoft CRM system all clients of the company are distributed between managers, each of which is responsible for the customer group, being their curator. And for the head of sales department the mechanism of group transactions which is intended, for example, for distribution of tasks to telemarketing specialists and managers for the whole day or week, group change of qualifiers or electronic mailing is provided. Using the mechanism of group transactions on it the couple of minutes will be required all! Never before was so simply and to manipulate effectively the whole customer groups!

RegionSoft CRM is not just the CRM system, and something bigger. A system allows to keep a full-fledged inventory control on the basis of registers of savings and batches (the principle of FIFO) with generation of goods and goods receipt notes, delivery notes on return of goods and also cash accounting on the basis of registers of savings with generation receipt and cash payment orders. Using reports it is possible to collect analytical information, proceeding from the data registered in a system.

• Warehouse reports
• Cash reports
• Stock balance
• Turnover balance sheet
• Income and expenditure statement
• Marginal report
• Cash report
• Report on cash flow
• Cash-book

Edition RegionSoft CRM Enterprise Edition includes the functionality of industrial automation working at a basis of production specifications, the mechanism of reservation of goods for a period of 1 hour up to 30 days and also the replicaiton engine necessary for management of the distributed information bases.

Features of implementation of RegionSoft CRM

The software product is initially delivered as the ready-made solution which can be used right after installation. The only thing that needs to be made is to enter users, to configure their rights and to enter data of your organization on behalf of which you are going to work. As a rule it can take 15-20 minutes.

RegionSoft CRM has the interface focused on the user, differing in laconicism and high to an ergonomics styepenye. The interface of the program is issued in pleasant Windows Vista / Windows 7 style. As a rule, users do not need to spend a lot of time for studying of a product as special attention at its development was paid to simplicity of intuitive perception. You can be convinced of it, right now having downloaded and having installed the demonstration version (about 10 MB) on the computer.

The software package right after installation allows to keep practically all necessary account. Therefore, in case of need of completion of a system to individual needs of the client, process of implementation happens parallel to the main work and does not disturb it. New functional units can be connected in process of their readiness. Existence of a configurator and the designer of reports with support of the open code, allow advanced clients to refuse paid services of implementation and to expand functionality of a system by own efforts.

Automation of the enterprises with the distributed structure

If your enterprise has a branch network, you can have a desire to kontroltrovat work of your branches which are located on the neighboring street in other cities or the countries. RegionSoft CRM will help with it again.

The Regionsoft company proposes 2 solutions on the organization of accounting in such enterprises:

• On-line technology (the recommended solution)
• The technology provides work in remote points in the terminal mode, or remote connection to the database. To involve these operation modes, acquisition of the special license on RegionSoft CRM with a prefix of 'Terminal&Remote Access' is necessary.

• All editions RegionSoft CRM are suitable for the solution. Advantage of the solution is that work happens in a real mode of time. The arrangement of remote points does not matter. For example, the central office can be in Moscow, and branches in Kazan and Vladivostok. Modern technical means allow to implement this decision without any difficulties. The recommended tools - Microsoft Terminal Services.

• Using on-line of technology it is also possible to organize work of managers in so-called 'field' conditions. For this purpose managers are supplied with portable computers and USB modems of standard 3G.

Off-line technology of replication

• The technology provides independent work of systems at each office of the distributed enterprise. A shortcoming - data are collected from remote points in central and also existence of restrictions of replication of data. For example, it is impossible to generate delivery notes at different offices, using uniform numbering. Also this mode does not allow to see to employees of a remote point of partners of other points, including central.

Technology of replication only edition Enterprise locates.

For whom the program is necessary:

RegionSoft CRM as the powerful tool for daily operational work and the reliable assistant, is necessary for all staff of the company who works and contact to clients. It and linear personnel (telemarketing specialists and sales managers), and middle managers (chiefs of sales departments, service), it and management of the enterprise.

RegionSoft CRM Professional Edition can fully work as the ERP system for the small business keeping account according to the simplified diagram of taxation.

Question price

The price of RegionSoft CRM is unique. The powerful modern automation equipment of the enterprise level has absolutely low cost.

For August, 2014 the cost of the first license Standard for 1 workplace is 5,800 rub. The cost of the additional license Standard is 5,100 rub.

History

2015: RegionSoft CRM 6.0

On November 2, 2015 the RegionSoft Developer Studio company announced release of release of RegionSoft CRM 6.0. Its structure includes the changes aimed at improvement of effective management of business of any scale. Many changes are made taking into account real client experience and wishes of the companies of different fields of activity.

Screenshot of a window of program (2016)

Changes in CRM:

• In CRM several new mechanisms appeared: special offers for separate nomenclature positions, promotion actions for support of retail sales, price level on clusters of clients and individual price lists, the Commodity Matrix mechanism with characteristics of suppliers, history and validity periods of entry costs. RegionSoft Retail support – POS systems for automation of retail sales is implemented. Integration with a retail store equipment is developed for work as a back office of retail store: trade scales, the data collection terminals (DCT), implement printing of price labels.

• The KPI mechanism (key indicators and motivation) is finished. The new KPI model allows to create indicators of any complexity. The master of KPI allows even to the unprepared user to create necessary indicators and profiles in 1 minute.

• RegionSoft CRM has the full-fledged built-in e-mail client. Integration into external programs is not required (the e-mail client works for sending and acceptance of mail with support of the POP3 and IMAP protocols). A system has the E-mail magazine in which letters are attached to clients and contact persons.

• Opportunities for work with telephony are expanded. New parameters for more granular control of connection to SIP providers are available. The feature for fixing of calls in the CRM system even is added when using "iron" phones with the help of RegionSoft Application Server or RegionSoft VOIP-Connector.

• The module of an inventory control is changed: the magazine of warehouse documents is improved, procedures of carrying out are accelerated, inventory mechanisms are changed, work with suppliers is improved, function of reversal of documents is implemented, the cost accounting model "on an average", applicable, for example, for automation of retail stores of self-service is developed and implemented.

• The production module is changed, the new integration opportunities aimed at data exchange with external applications are implemented.

• For security blanket of these clients two major mechanisms are implemented: the mechanism of two-factor user identification at login (an USB key + the password) and the mechanism of restriction of start of the program (start from the entrusted IP addresses and also restriction on the MAC address of the network adapter).

• The user interface is finished, it is improved by a usability of CRM.

• Several additional editions (including for terminal and mobile access) with minor change of cost of the license are implemented. All licenses RegionSoft CRM competitive (on connections).

RegionSoft CRM 6.0 is suitable for all spheres of business regardless of the scale of the company. Integration and functionality does it by really universal solution.

2014: RegionSoft CRM 5.0

Significant changes occurred in the most popular editions RegionSoft CRM Professional and Enterprise. Especially It should be noted 5 key innovations.

1. Logistics and production. In edition RegionSoft CRM Enterprise the functionality of logistics is expanded. Integrated management of production is exercised via the mechanism of command center of sales: when obtaining the order from the client the analysis of existence of goods is made, - if the company has the production, in case of a lack of products it is possible to send the request for manufacturing directly from the system interface. In command center sales provide the logistic analysis: supply requisitions of necessary products form and go to several partners from whom the final supplier with the optimal offer is selected. In the course of delivery of products the status of goods, tracking number, the status of calculations and documents is traced. For those who need it account of a returnable container is kept. In the updated module "Production" it is possible to keep account of production resources, accounting of loading of resources, to build the calendar of accounting of production resources, to conduct process of multistage production. Besides, the module of logistics gives the chance to create route sheets proceeding from load of machines, drivers and existence of orders. One click it is possible to create all document package for the delivery driver from the interface.

2. In RegionSoft CRM 5.0 there was a visual (graphic) designer of business processes in whom it is possible to create stages directly on the scheme. The mechanism of generation of business processes in another, managements of access rights to specific business process and setting of process on a pause is provided. At the time of start of a stage of business process scripting support is implemented: using the script created by the programmer of the company the client can initiate necessary action, for example mailing of notifications about the current stage of work with the order. Such functionality can be demanded by the courier services, online stores and the other companies caring for the maximum loyalty of the clients.

3. The module of accounting of a customer appeal is implemented. At a customer appeal in the company the manager fixes the address and puts necessary documents, appoints responsible for the address. The contractor creates the answer, puts down the status and notifies the manager on the answer to the address. Such facilitated built-in helpdesk allows to reach clients when any question does not remain unaddressed the new service level.

4. The new release of CRM will be ideal retail and wholesale roznichym for shops which range consists of a set of names. Now in a system it is possible to configure a workplace of the cashier (the terminal together with the check printer, the scanner a stroke of codes, discount and magnetic cards). Thanks to the built-in mechanism of reading of barcodes, formations of price lists and printing of price labels, you can equip the sales points with a system and it is easy to manage sales and to control the range.

5. Telephony. RegionSoft CRM 5.0 is the CRM absolutely suitable for cold calls. Now it is not necessary to configure integration into the external software — built in softofon solves many problems of the front office: CRM is able to process fully the calls arriving via the native softphone or Skype. Calls are logged in the magazine of calls, all talk registers in the special directory. CRM allows to service to each operator (telemarketing specialist) of 8 lines (1 active, 7 on deduction). Determines by CRM numbers if they are entered to base and allows to save new numbers of subscribers already famous to a system.   In new release wishes of users are considered: there were changes in the interface, installation process and start of the program is simplified, the new convenient functionality is added. Change of color of the interface, preserving of set of the configured fields of tables allows to customize a system under themselves. Now it is not necessary to understand subtleties of initial installation — the integrated installer will install a system and the database in several clicks.