Aero Trading House (1C:Enterprise 8. Trade and Customer Relationship Management (CRM))

2021

• Sales Business Processes Implemented
• Processes for working with the client base are described and regulated
• Distribution of customer base to cold\warm\hot
• Keeping all communication information in one place
• Customer qualification process is configured using additional properties
• Tracking the number of tasks completed per day in the context of managers
• Tracking counterparties without deals
• View and analyze the reason for customer failure
• Keeping all communication information in one place
• Customer qualification process is configured using additional properties
• Customer segmentation set up
• Sales Business Processes Implemented by Product Category
• Processes for working with the client base are described and regulated
• Distribution of customer base to cold\warm\hot
• The entire process from the first contact of the potential 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 at, there is an impact on the speed of closing the transaction
• Quick receipt of information: what employees are currently engaged in, the ability to set group tasks for them through the system and check the effectiveness of their implementation
• Sales Funnel Manager Performance Analysis
• Creation of tasks in the context of clients
• Quickly get information about transactions without tasks, you can see transactions with overdue tasks
  • sales forecast based on funnel deals
  • Manager Activity Report

• Tracking the number of tasks completed per day in the context of managers
  • tracking of counterparties without deals
  • view and analyze the reason for customer failure
  • possibility of determining the lead arrival channel
  • ability to evaluate the quality of advertising channels and campaigns

• Lead Reallocation Feature (Ability to Transfer Customer for Service to Another Vendor)
• 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 by new and current customers
  • ability to build different funnels. For example, for new customers and separately for existing customers
  • assess the potential outcome of the won transactions and the benefit gained

• Registration of the process of preliminary interaction with the buyer and evaluation of the process effectiveness
  • Evaluation of Sales Department performance is being performed