Construction Perspective (1C: TRAC CRM)

2017

• Store all communication information in one place
• Configured client qualification process using advanced properties
• Client segmentation configured
• Sales Business Processes Implemented by Product Category
• Client base processes are described and regulated
• Distribution of client base to cold\warm\hot
• The entire process from the first contact of the prospective buyer to the moment of purchase is displayed in the system.
• You can always see at what stage of the sales funnel the customer is, there is an impact on the closing speed of the transaction
• Getting information quickly: how your employees are currently doing, the ability to set group tasks for them through the system and check their effectiveness
• Sales Funnel Manager Performance Analysis
• Implementation of tasks in the context of clients
• Quickly get information about transactions without tasks, transactions with overdue tasks are visible
• sales forecast based on deals in funnel
• manager activity report
• Track the number of daily tasks performed by managers
• Tracking counterparties without deals
• viewing and analytics of the cause of customer failure
• possibility to determine lead inflow channel
• ability to evaluate the quality of advertising channels and campaigns
• Lead redistribution function (ability to transfer a customer to another seller)
• Manager Activity Report. Planning activities in such a way that there are as few action differences as possible for different stages of the funnel
• filter for new and current clients
• the ability to build different funnels. for example, for new customers and separately for existing customers
• assess the potential volume of transactions won and the benefits gained
• Registration of the process of preliminary interaction with the buyer and evaluation of the process performance
• Evaluating Sales Performance