Customers: Vladimir standard Product: BPMSoft Project date: 2019/04 - 2019/09
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2019: Implementation of BPMSoft
Segmentation and categorization of the customer base. Migration of data from the accounting system, preservation of the full history of relationships with customers. Set up integration with the 1C: Trade Management system already used in the company. Develop and configure sales and profit forecasting reports. Setting up interactive dashboards. Setting up processes: sales planning, TMA planning, entering a new territory, managing transactions with distributors. Development and adjustment of promo calendar. Audit of the sales process and trade marketing activities. Sales Planning Management. Automate customer relationship management. Management of access to new territory. Management of planning of trade and marketing activities (TMA). Synchronizing information flows with the accounting system.