Fogsoft CRM

FogSoft of CRM — software the automated system allowing to manage activity of the company, customer relations and partners, effectively to plan and manage sales. A system provides means for collecting, processing, the analysis and control of information on the different processes of activity of the company based on concepts CRM and ERP. A system is developed by the company FogSoft.

The principle of creation of the Fogsoft of CRM system is based on creation of the information database on partners, contacts, tasks, employees. Registers of data in which primary information entered by users and also results of processing of this information is saved are for this purpose created. For information storage of different type different registers are provided.

Data it can appear quite a lot therefore the special means allowing to simplify process of data sampling of base in which they are stored are provided in a system. Data sampling can be performed in several ways, for example, one of such means is the tree of groups which allows to display in the register only the part of the existing data selected by the set criteria. Another is filtering – obtaining a certain list of records (for example, to select all companies of a certain type). In both cases data sampling can be made by one or several parameters.

Functionality of the Fogsoft of CRM system

• Work with contacts, clients and partners (clients, partners, competitors, suppliers, dealers, etc.)
• Information storage about partners, the history of relationship with them and the corresponding documentation (documents, accounts, reports, etc.)
• Creation and project management and tasks Scheduler of events (tasks, calls, meetings, actions, negotiations and td.)
• Organization of work with accounts
• Differentiation of access rights

Sections of the Fogsoft of CRM system

Companies

Adding and work with the companies. The complete information about the companies, the main contacts relating to this company, communication with projects, actions and tasks, the history of interaction is stored in this section. The analysis which is carried out on the basis of this information promotes fast adoption of the relevant organizational decisions. All types of partners (the client, the partner, the competitor, the supplier, the dealer, the potential client and others) are presented in this section with whom the company, and also partners on activity types works. For fast finding of the necessary partner it is possible to use different filters.

Tasks

This section is intended for creation and effective distribution of tasks between employees and control of their accomplishment that allows to synchronize work of different divisions of the company and to receive a transparent picture of activity of each employee. A system provides the following information on each task: the name, task type (a meeting, a call, a task and dr), the priority, start and end dates, responsible, task state, result, the spent time.

Each task has the status: new, is executed, is executed, closed. The non-management employee by default works only with the tasks appointed to it and appointed by him. Other tasks are unavailable to it. Project managers can see all tasks relating to projects which they manage. Tasks can be sorted by means of different filters.

Contact us

The section is intended for introduction and the subsequent work with contacts (as a rule, with individuals). Storage of detailed information on contact, communication with partners and projects, history of interaction. A system provides to the user the environment of management of the uniform customer base, and also simple and convenient tool for conducting business and personal contacts. Here not only coordinates, but also significant dates in life of the selected contact person are fixed (for example, a birthday or day of firm). It is possible to keep track of interrelations on contact and to store the complete history of relationship with it. Each employee by default works only with "the" contacts. A system provides the following information on each contact: contact information, addresses, significant events, information on work locations, history of interaction.

Projects

This section allows to execute project planning and also to conduct management and control of the course of their accomplishment. A system provides the following information on each project: client, responsible (project manager), type, status, completion dates, results, products. In a tree of the companies the employee can sort the companies by existence of the projects connected with these companies. Projects can be sorted by the name, by start or end date when using the corresponding filters. And also sorting of project information according to works or according to payments is possible.

Calendar of events

The calendar of events shows information on the employee's tasks, significant events of contacts and the employee's partners. The calendar allows to create events, such as, for example, meeting. The calendar is one of methods of display of the task list in the form of the daily log. The calendar can be presented in the schedule form for one day or for a week, at the same time each date is broken into separate time frames. For each time frame it is possible to plan a call, a meeting or to create a task.

Payments

The section Payments is intended for the organization of work with accounts. Here it is possible to draw up the account, to trace payments on accounts, to define delays in payments and the most profitable projects. Also the section allows to execute monitoring of statuses of accounts. The companies can be sorted by sign of existence of accounts at them.

Settings

This subsystem allows to create users, to integrate them in roles and to appoint the rights to different transactions in a system. In a system the following approach is implemented – all users by default work only with "the" objects and have no information access about sales, clients tasks of other users. The subsystem of administration allows to change this rule for some certain users who control work in the company and which needs an information access of the subordinates.

• FogSoft of CRM