Tensor: CBIS CRM for active sales

Main article: CRM (Customer Relationship Management System)

CBIS CRM is a comprehensive solution for active sales.

2021: Description of CBIS CRM

The CBIS CRM system leads the sales funnel and controls the manager: collects applications, plans calls, records results, stores the history of the lead. After the transaction is completed, the service collects sales analytics.

According to December 2021, CBIS CRM organizes a full sales cycle:

• Looking for clients. SBIS already has data from Russian companies - you can set up filters and get your own customer base. SBIS will collect leads from email, social networks and instant messengers and send them to managers.
• Separates customers. SBIS will distribute the leads among product managers - you can immediately select from the list of 10, 25, etc., leads, and not one at a time.
• Controls the processing. CBIS will show at what stage the lead is. Immediately - what part of the list is processed, how many transactions are completed positively, how much is negative.
• Show the payment. Once the customer has paid the invoice, the CBIS will inform the manager. And the transaction will go to the next stage of shipment.
• Closes the deal. After the goods or services are shipped, the manager immediately sends the closing documents to the customer and receives the signed documents to the SBIS by EDO.

Online Sales

The manager always sees in the visual reports how many leads arrived, how many reached the sale, the amount of transactions, where and why customers whose negotiations depended are lost. And also SBIS shows by periods the increase/decline in sales of all or individual goods, sales statistics by managers.

Built-in telephony

To receive calls to SBIS, you need only a computer, headset and Internet. Users also have access to lead generation for missed calls, call recording, and call processing statistics.

Customer base and history of each transaction

Contacts, details, fixed managers, invoices, payments and debts - all the information in the card. When calling the SBIS by number, he will determine the client and immediately show his card: the manager will quickly understand what he wants.

Working with documents

The system already contains templates for accounts, certificates and contracts, and the CBIS will automatically fill in the fields. Managers add goods to the invoice from the catalog, send documents to the client by e-mail, messenger or SBIS by EDO, certifying by electronic signature, and receive signed ones.