RosBusinessSoft CRM +

RosBusinessSoft CRM is a software product for customer relationship management (CRM system), comprehensive business automation, as well as the successful development of the corporate information system. CRM was originally developed to optimize business tasks in Russia, and not in other countries. Therefore, it laid down a deep national specificity of doing business in the Russian Federation. A convenient and understandable interface allows you to effectively work with a web-CRM system from anywhere in the world 24 hours a day over a secure communication channel. The introduction of RosBusinessSoft CRM allows you to significantly increase employee productivity, as well as increase sales by 15-20% due to improved customer experience.

Sales Management

RosBusinessSoft CRM is a single information space. Sales Managers have complete information about the Counterparty, its contact persons and sales history, etc. Thanks to CRM, they can quickly record calls, receive customer requests, automatically form business offers and contracts based on templates, as well as issue invoices for payment and ship goods.

RosBusinessSoft CRM supports "long-term sales," when several invoices are issued on the basis of one contract, for which several payments can pass.

Marketing Management

RosBusinessSoft CRM allows you to plan effective marketing campaigns and implement them flawlessly. Set a marketing campaign goal, set a time to reach it, identify your target audience and promotion channels. Foresee possible problems that may arise during the implementation of the campaign, and skillfully redistribute resources.

With RosBusinessSoft CRM, you can clearly segment your customers. At any time, you can view the entire history of relationships with each specific client, for a clearer understanding of their needs, for the timely offer of additional products and services.

Service Management

RosBusinessSoft CRM allows you to plan, perform and control the service of your customers. The system automatically alerts service engineers when the next inspection of customer equipment is approaching.

CRM system allows you to constantly "keep your finger on the pulse." You can see at any time what problems the customer had with the equipment, and how your service department resolved them. The system also has a built-in "knowledge base," which accumulates answers to frequently asked questions from buyers. As a result, the efficiency of the service department increases, and as a result - the growth of loyalty of your customers

Warehouse Management

When funds are received from customers, managers send a "Warehouse Requisition." After the goods are ready for shipment, the manager or employee of the warehouse directly in RosBusinessSoft CRM issues and prints invoices and delivery notes (certificates of work performed). In this case, all accounting documents are automatically transferred and posted to 1C: Accounting (Trade Management).

RosBusinessSoft CRM allows you to maintain a warehouse separately, and together with 1C: Accounting. The CRM system keeps records of GTD and countries.

Advantages of RosBusinessSoft CRM

The RosBusinessSoft CRM architecture is completely built on the web interface, which allows users to work with it from anywhere in the world 24 hours a day and from any computer. The so-called thin client technology does not require the installation of additional software on client stations, which significantly reduces the cost of administering workstations.

Integration with accounting program 1C

Thanks to the "know-how" of integration, RosBusinessSoft CRM and 1C: Accounting (Trade Management) allows you to quickly synchronize data in 1C and CRM. Sales managers conduct all their activities in CRM: they create a counterparty, issue invoices, commercial offers, contracts, control the availability of goods in the warehouse, the receipt of funds from customers, and also independently write out all the necessary shipping documents in CRM. Having implemented RBS CRM in your company, you will no longer need to think about buying additional 1C client licenses, thanks to the full integration of the two programs.

Integration with Online Store and Corporate Web Sites

The RosBusinessSoft CRM web platform allows you to integrate with any online stores and corporate sites. As a result, your clients are able to perform the following types of operations without installing additional software on their computer...

Delivery options RosBusinessSoft CRM

RosBusinessSoft offers two delivery options: STANDART and PROFESSIONAL. PROFESSIONAL is a comprehensive approach to implementing the CRM solution. It consists of several stages:

• Pre-Design Survey
• CRM Consulting together with Premium Consulting Group
• Implementation of CRM system directly by its developers
• Review Project Results

The CRM implementation work continues until the Customer is fully satisfied.

2023: Update of integration with "Telfin. Office "

Provider Telfin"" with RosBusinessSoft"" updated integration CRM-systems AUTOMATIC TELEPHONE EXCHANGE and. Telfin. Office"" With advanced integration capabilities, users can receive incoming calls in a single window and automatically create customer records information in the CRM system. This was announced on June 6, 2023 by Telfin. More. here

2017: Visitor count

In March, it became known about the development of a device based on the ESP8266 controller for counting visitors to retail points of sale. The device automatically sends data on the number of visitors who entered/left the store (office) to RosBusinessSoft CRM every 10 minutes via Wi-Fi. As a result, company leaders were able to observe the dynamics of visiting their retail outlets online in the CRM system in terms of hours, days and months. And on the basis of this data, make management decisions. The pilot project was launched in the retail network of the online store "Самовары.ру."

2016

Integration with UIS Virtual PBX

RosBusinessSoft announced in December the integration of its CRM system with a virtual PBX. UIS As a result of integration, RosBusinessSoft CRM users were able to receive and process incoming calls in the program, make outgoing calls in one click. Also, with the help of the "Cold Calls" module, managers can now semi-automatically carry out mass "calls" on "cold" client databases. If the employee is not in the office, and he checked the "Transfer calls" check box in advance, then the call from his "Client" will be automatically redirected to his mobile phone.

All calls, including missed ones, are recorded in the Contacts module and the manager (the manager himself) can listen to them at any time from anywhere in the world.

RosBusinessSoft CRM integrated with Arduino microcontroller

RosBusinessSoft has integrated its software with the Arduino hardware and software complex. As a result of this integration, CRM system users have the opportunity to interact with the outside world.

Various sensors are connected to the Arduino microcontroller (motion, lighting, smoke, door opening, window opening, RF magnetic card reader, temperature and humidity sensor), as well as any output devices (light diodes, LCD screens, relays, etc.) In turn, Arduino connects via Ethernet or Wi-Fi to the local network of the enterprise. Through the HTTP protocol, Arduino already interacts with RosBusinessSoft CRM.

The simplest method of application is MCDS (access control and control system). Upon arrival/departure, the employee touches the Arduino reader with his magnetic card, and information about the time of the event automatically appears in the CRM system, a door in the room can open. As a result, the manager can control the employment of his subordinates in the program, the company noted. You can also use magnetic cards to authorize a user in the CRM system. The illustration of this diagram is as follows:

Another way of application is to protect the room. When the motion sensor, door opening sensor, window in CRM is triggered, the "Alarm" event is automatically generated and an SMS notification and email are sent. Arduino in conjunction with "RosBusinessSoft CRM" can also be used as a "remote switch." When you click on the button in the CRM program, you can turn on/off the lights in the room from anywhere in the world, open electronic locks, control the air conditioner, turn on/off/reboot the server, RosBusinessSoft said.

If the company's employees are constantly not at the computer during working hours (for example, in a warehouse) or are constantly distracted from work, then the CRM system through Arduino can send them a sound signal or turn on the red light bulb, regardless of whether their computer is turned on or not.

Any other implementations of interaction are also possible, for example, a "smart office."

Vendor Settlements Module

In June 2016, RosBusinessSoft announced the development of the Mutual Settlements with Suppliers module. The main purpose of the module is to manage the process of ordering, receiving goods from suppliers, accounting for payment to suppliers^[1]

The Block provides operation with three system modules:

• Purchase Order - Record the fact of the purchase request to the supplier, with the possibility of forming a printed form and sending to the supplier's contact e-mail.
• Receipt Note - created on the basis of the Purchase Order and records the fact that the goods were purchased and received in the warehouse
• Outgoing payment order - the fact of payment for the goods to the Supplier.

Using the module helps:

• Minimize human error (ordered from vendor other than customer)
• Errors in the quantity of goods ordered
• Control of payment to suppliers
• Control of volumes and terms of goods receipt
• Underdelivery Tracking
• Reduction of communication time between structural subdivisions
• Consolidated Vendor Statements
• Ability to optimize transportation costs
• All documents used to work with the supplier can be synchronized with 1C.

The "Purchase" module can act as an auxiliary module for working with the supplier, which helps to form "Purchase requisitions" based on Customer Orders, carry out planned purchases, and control the minimum balances of goods in the warehouse.

2015

RosBusinessSoft CRM - Limited Edition

The RosBusinessSoft group of companies announced in February 2015 the start of sales of a special CRM solution for small businesses RosBusinessSoft CRM - Limited Edition. This version contains everything you need for the daily work of a small company.

The CRM solution allows you to create a single information space for teamwork with the client base. The system works over the Internet on all computers and mobile devices and does not require additional programs. RosBusinessSoft CRM - Limited Edition has the necessary functionality to create a fully automated document flow within the framework of working with counterparties (from a commercial offer, invoice, payment order to shipment), allows you to print all the necessary accounting documents and maintain full-fledged warehouse accounting.

Among the modules of the CRM solution for small businesses is also a multifunctional "task manager," which provides the ability to set and control the progress of tasks both between company employees and with customers. All tasks are displayed in the employee's calendar.

The document storage ("Cloud") built into RosBusinessSoft CRM - Limited Edition will provide employees with access to work files from anywhere in the world.

The cost of a CRM solution for small businesses for 5 users is 29,000 rubles and includes the placement of the database in a secure data center in Germany, daily backups, as well as technical support for a period of one year. Users will also receive free remote training on the system.

Automatic calculation of delivery costs to RosBusinessSoft CRM

Employees of RosBusinessSoft have developed a unique module for calculating the cost and timing of delivery of goods in Russia.

All the user needs is to set the delivery zones (areas) by specifying the cost of delivery along them or the boundaries of the zones for calculating the delivery of the suburbs (for example, the cost of 1 km beyond the Moscow Ring Road). The system automatically calculates the cost and delivery time, as well as the distance to the delivery address when the customer is outside the boundaries of a certain zone.

Thanks to integration with the Yandex.Maps mapping service, it is very easy to designate a delivery zone. You can select any area without reference to the generally accepted administrative divisions of the territory.

Delivery time zones may not be the same as delivery time zones.

In order to determine how much the delivery will cost, the manager indicates in the customer order its exact address (according to the KLADR directory) and the machine itself issues the cost and date of delivery of the order.

Module for Delivery Service

The Avtopark module is designed to account for and classify vehicles of its own delivery service. The main functionality of this unit:

• Creating a base for all transport of the enterprise
• Control of the validity of insurance poles (OSAGO, CASCO)
• Maintenance Reminder
• Vehicle Repair and Maintenance Cost Accounting and Control
• Mileage accounting
• Accounting for drivers' fines

You can also create a summary employment schedule transport based on delivery requests in the Gantt chart.

RosBusinessSoft published a CRM release

On September 1, 2015, RosBusinessSoft announced the release of the next release of the CRM system.

The changes affected all units and modules of the system. When planning work on updating the system, the developers, according to their statement, took into account not only technical aspects, but also the wishes of customers.

Screenshot of the application window, 2015

List of Major Changes

• The release optimizes the interface of the CRM system from changing the size and position of fields, pumping the implementation of modernized logic into the operation of certain functions. To simplify familiarity with the CRM system and implementation, interactive prompts have been added to help you get started with the system without lengthy training and learning about user documentation.

• Work was done to improve the warehouse module, in particular, a mechanism was added to protect against errors caused by human factors. The system controls the possibility of carrying out various operations on capitalization, movement, write-off, picking, etc., minimizes the commission of incorrect operations that an employee can perform.

• A unique, one-of-a-kind, Purchasing module has been added to the version. With it, you can easily create a purchase requisition, on the basis of which a purchase order is created, and it, in turn, can be transformed into a receipt note. This module controls the minimum inventory balances and automatically creates Purchase Requisitions.

• The Transaction module has been added to the basic delivery of standard versions of RosBusinessSoft CRM. The main functionality of this module is accounting and working with customer leads (requests). In the module, you can record the customer's request, specify the planned budget, probability and planned date of the transaction. Sales quotations, invoices, contracts, tasks are quickly created from the "Transactions" card. For the Transactions module, you create your own Status list, which corresponds to the specifics of the company's business.

• Three special reports have been developed for the Transactions module:
  • "Sales funnel" - shows in quantitative and monetary terms at what stages the transactions are
  • "How did you find out?" - using the report, when specifying the source of customer involvement, you can evaluate which type of advertising is more effective, how this or that marketing action worked, the effectiveness of other marketing activities, with filters by time, type, responsible, etc.
  • "Transaction Report" - a summary report that allows you to see the overall picture of transactions: with budget, deadlines, responsible, status, etc.

The list of basic reports has been expanded, in the basic version the total number of available reports exceeded three dozen. Reports provide readable information about sales, customer base, cash receipt, shipments, receivables, warehouse, salary, calls, employee activity.

The version also includes the "Desktop" module. This module helps you see the necessary information on one screen, add the necessary widgets. The list of widgets includes basic sales reports, active tasks, KPI indicators, birthday reminders, company news and others.

The changes affect the service functions of the system, for example, a visual image editor has been added to RosBusinessSoft CRM. This editor simplifies the work with images downloaded into the system, allows you to edit, crop prints for the account, images of goods, photos of employees directly in the system without using third-party graphics programs. This significantly reduces the start time in the CRM system.

Work has been done to simplify the use of the XML API. Now it is possible to configure the basic integration with the online store or form on the site within 30 minutes, including independently, using pre-created scripts.

Universal modules have been developed for integration with various 1C configurations, in particular, Accounting, Trade Management, Production Enterprise Management, and Integrated Automation.

In addition to the basic capabilities of the system, the units are optimized:

• "Service Center,"
• "Training Center,"
• Production Control module,
• telephony integration module,
• Gantt chart,
• E-mail module,
• integration with SMS service
• much more.

RosBusinessSoft has released a mobile version of the application that helps you work in the system from anywhere, including offline. As of September 1, 2015, the solution is available to users of devices on the iOS platform. The release of the application for the Android platform is scheduled until the end of 2015.

Application on screen, smartphone 2015

E-mail marketing module has been improved

This module allows you to send E-mail messages throughout the counterparty database, a specific segment, and a group of customers. Customer segmentation occurs by a number of characteristics, such as:

• Geographic (Country, Region, City)
• By Type (Counterparty and Customer Types)
• By Loyalty Type
• By status
• Responsible
• By Purchased Merchandise Group and Specific Merchandise
• and others

Each addressee receives an individual letter with a personal appeal. Various applications, price pictures, etc. can be attached to the letters. The letter templates themselves are configured by users, both using a simple text editor and using HTML layout. The "body" of the letter can contain images and various links.

In addition, the distribution can be carried out using the imported database of e-mail addresses.

Letters do not get into SPAM due to personal appeals, both in the subject of the letter and in its body ("Hello, Petr Petrovich!).

It also added the ability to track how many letters were delivered, how many were read by recipients, which in turn increases the effectiveness of using this indispensable marketing tool.

2014

"Dashboard" module

In November 2014, RosBusinessSoft announced an updated Dashboard module. This is a separate module in the System that each user can customize for their tasks using 'widgets' (English widget, a small information block). For example, "widgets" can display the manager's current tasks, his personal messages, sales funnel, percentage of completion, KPI reminders, birthdays, TOP 10 items sold, employee rating, breaking news, etc.

In turn, the company manager can see "widgets" on the work of his company as a whole: receivables and payables, percentage of implementation of the sales plan, balances on settlement accounts, etc.

The configuration of this block is extremely simple, including the Drag-and-drop function, which allows you to form the desired Dashboard interface using drag and drop.

RosBusinessSoft CRM v.14.02

On March 5, 2014, the RosBusinessSoft group of companies announced the release of a new version of its CRM system.

Description

Special attention, according to the developers, is paid to the automation subsystem of the service center. Qualitatively new changes have befallen the Repair module, the basic functionality of which helps to arrange the acceptance of equipment for repair, control the stages and terms of work, keep records of used spare parts and services.

In the new version, users have received extensive options for configuring the system. The main unit, Task Manager, has been optimized, the system for preparing templates for commercial offers and contracts has become easier, new reports have been added, work with several warehouses has been optimized, the functionality of the Service unit has been improved and expanded, and the Help section has been redesigned.

The functionality of working with the company's internal network has been expanded. In addition to organizing a file storage of information, it provides:

• publication of news, company orders;
• Create, add, use the company knowledge base through optimized tag search
• internal document management, organization and coordination of travel requests, other documents.

The innovations affected the software part of the product. The system is optimized, its speed has increased. This has improved performance when working with mobile devices (smartphones, tablets).

RosBusinessSoft CRM for Training

In the spring of 2014, the RosBusinessSoft CRM solution for Training Centers was updated. This solution is mainly aimed at automating the work of the customer service department, both with current students and students, and potential.

The Courses section has been improved. With the help of this block, it is possible to:

• formation of courses schedule and directions of training
• monitoring of exceeding the maximum number of listeners
• planning the employment of classrooms and teachers (including with the possibility of calculating * wages based on the number of classes held)
• segmenting courses by type and type
• formation of training groups
• control of payments and receivables

In addition, the work on working with individuals has been optimized:

• added sections for entering information about the current level of training, certificates, diplomas, etc.
• birthday reminder
• simplified the mechanism for forming a contract and acts for customers (now it is possible to form an individual contract for a client in three clicks)

One of the features of the RosBusinessSoft CRM system is the presence of the Marketing unit. In addition to the possibility of individual E-mail dispatches (for example, with a schedule of classes of a certain group) and SMS mailings (reminders of the occupation, birthday greetings), this module allows you to track the channels of arrival of new customers, assess the effectiveness of marketing campaigns, which in turn makes it possible to flexibly plan and budget the company's marketing activities.

By connecting the optional "Cold Calls" module, which allows you to simplify and automate the process of active customer search, you will get an optimized mechanism that increases the efficiency of managers by 45-60%.

Integration of RosBusinessSoft CRM with KLADR reference book was carried out

KLADR is a directory of all addresses for all regions, cities and streets of Russia.

Now, when entering information about clients, object addresses, delivery, addresses for the specialist's departure, the probability of error due to the human factor is minimal. The employee simply chooses all the names of cities, settlements, streets from the directory, which, in turn, saves time for the employee to enter information.

KLADR is automatically updated - this allows you to always have up-to-date address information.

Integration with RosBusinessSoft CRM was carried out due to the presence of an API integrated interface in the system. With this interface, it is possible to communicate with sites, online stores, feedback forms, map services and various equipment.

2013

Client Call Automation Module

RosBusinessSoft developed and presented in the fall of 2013 a module in RosBusinessSoft to CRM automate the process of "calling" customers. With this module, managers can independently upload a customer database to CRM in the format, Excel call directly from the program, as well as automatically send sales offers to customers and create applications.

Thanks to the Obzvon module in RosBusinessSoft CRM, it became possible to fully build a three-level sales department:

• Stage: Lead generation. Managers of 1 group make "cold" calls to potential customers, identify their needs. If the client is interested in goods or services of the company, then they create it directly in the "Lead" program and transfer it to the second stage.
• Stage: Lead conversion. Managers of the 2nd group make "warm" calls to customers on "Requests" from the CRM system and make the first sale (create an account, contract, payment order, shipments, etc.). Then the client is transferred to the next stage.
• Stage: Account management. Group 3 managers work with current clients, sell new services and goods, conduct training, etc.

The Cold Call module is integrated with the Asterisk PBX.

Module "KPI ­ - Key Performance Indicators"

The company "RosBusinessSoft CRM" developed and presented in the fall of 2013 the module "KPI ­ - key performance indicators." This module allows managers to set indicators of success for their employees. In addition to individual key figures in the KPI module, you can assign collective key figures to a group of employees (department, department) for a month, quarter, year.

Each key figure has its own weight (factor) in the employee's total bonus. As a result, employees can see the calculation of their bonus part and salary online. For example, for sales managers, you can specify the following:

• Sales plan. (When the plan is executed by 50%, the manager receives 3% of the sales amount, when the plan is executed by 70% - 4%, when the plan is executed by 100% or more - 5% of the sales amount.)
• 2013 Range Expansion Plan
• Plan to increase customer base in December
• Plan for number of completed projects per quarter

Travel Module

This module allows you to plan employee trips, including the route and budget of the trip. Thanks to this module, you can track the goals and tasks of the trip, as well as conduct online coordination of the trip with the management. Among other things, the module allows you to book hotel rooms online and order tranfers.

As a result of the implementation of this module, the management of the company is able to more effectively plan and monitor the result of travel of its employees, including keeping records of all travel expenses.

Integration of RosBusinessSoft CRM with magnetic map scanner

RosBusinessSoft has integrated its CRM system with a magnetic map scanner. This device allows scanning magnetic cards for quick identification of clients in the CRM system, as well as obtaining information about the amount of the client's discount and the number of accumulated bonus points. Using a magnetic card scanner significantly reduces order processing time, improves service quality, and increases customer loyalty. This solution has a wide range of applications in all areas of activity.

Gantt Chart Module

The module is a tool for long-term planning and project management. This module allows you to monitor the activities of employees in real time, track their movements, effectively manage and use human resources.

Each bar in the diagram represents a separate task within the project, there is a time for the start and end of the task, as well as its duration. Thus, you can visually evaluate the sequence of tasks, as well as the length of the project as a whole. As a result of the implementation of this module, the company management is able to constantly monitor the progress of the project.

Warranty Coupons Module

This module allows you to take into account and track warranty obligations when selling equipment, store all the necessary information about the product and the procedure for providing services.

The module allows you to select specific equipment, specify a serial number, assign a service center to each equipment, which will be repaired, as well as form a printed form (warranty card for equipment) for provision to the client.

Thanks to this module, you can control the issuance of warranty cards, the expiration time of the warranty service, the operation of service centers and much more.

RosBusinessSoft CRM v.13.06

    The RosBusinessSoft group of companies announced in July 2013 the release of a new version of the RosBusinessSoft CRM program - solutions for automating work with customers and a warehouse.   The new version of the software product provides more opportunities for in-depth analysis of customer needs, sales planning, evaluation of the performance of sales managers (KPI).

Advanced functionality "RosBusinessSoft CRM v.13.06" includes:

• Sales planning. A manager can assign a plan to managers for a month, quarter, year.
• Task-Manager. The module allows you to manage employees more efficiently. The manager has the opportunity to set tasks for his subordinates, as well as monitor the progress of the execution of his orders. In addition, the ability to set collective tasks to collaborate on projects has been added. The mechanism of notifications, reminders and comments is implemented.
• Full-fledged inventory accounting. In the new version of the product, all the documents necessary for the warehouse operation are added: receipt note, transfer, picking list, invoice, expense note, picking, etc. Thanks to this, the program has become available online to see the remaining goods in all warehouses, as well as print TORG-12, invoices and other documents for customers. The presence of warehouse accounting in the CRM system increases the speed of processing customer orders by 20-25%.
• Complete integration of CRM with 1C: Enterprise. The company's engineers completely redesigned the synchronization mechanism with 1C. Any document types are transferred from CRM to 1C and vice versa from 1C to CRM.
• Document management system. The solution allows you to assign various statuses to any document type (new, under approval, signed, etc.), as well as configure the document movement route. A 'smart' search across the entire document base is also implemented.
• Dialog mode. Employees can communicate with each other in real mode, as well as with their customers
• SMS/E-mail marketing. The program can automatically send SMS/E-mail notifications to customers when any events occur, for example, about the status of their order, delivery, etc. In addition, the system has the ability to carry out address SMS and E-mail mailing on the client base. 
• Knowledge base. A kind of electronic library of the company. It stores in structured form any types of internal documents: orders, orders, instructions, sales books, etc. It is possible to supplement, make comments on articles to the employees themselves.
• Integration with Asterisk PBX. Thanks to the integration with the PBX, employees can make and receive calls directly from the program.