ELMA CRM+

Any company, irrespective of the industry and the sizes, should interact with other companies. It is simple to large organizations not to do without use of additional tools not to get confused in large volumes of relationship. The mechanism of sorting and search of the necessary information is also necessary as to remember where it is, it is impossible. Besides, successful relationship and profit earning requires accurately built strategy of communication, relying on which it is possible to receive good result. The systems of the class CRM help to organize work with clients of the organization. They store information on customer companies, contacts and transactions, help to build and control sales process. On the basis of this information the reporting under work with clients is easily prepared.

The ELMA CRM appendix is contained by a set of basic functions of work with clients: organization of base of partners, transactions, contacts and relationship; providing convenient instruments of sorting and search of the necessary information.

It is considerable its more functional version – ELMA CRM+ allows to expand possibilities of the ELMA CRM application. Its work is based on the simple idea: combination of the performed business processes with the database. It gives the chance to automate sales processes. The application is created based on the ELMA BPM platform allowing to build flexible adaptive information systems which quickly change together with change of business processes of the company. At a stage of system implementation business process modeling in the Designer of ELMA program for better their execution is performed. Thanks to the simple and clear graphical interface the user can execute design of business processes without participation of the programmer.

The ELMA BPM platform provides convenient tools for monitoring of business processes therefore ELMA CRM+ in real practice of work of the enterprise allows to control their course and execution.

Customer interaction thanks to means of the application becomes faster and convenient. The functionality of a system gives the chance to quickly implement the actions which are often used during the work with clients: planning of calls and meetings, change of the statuses of transactions, etc.

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Я СОГЛАСЕН на обработку и хранение моих персональных данных, указанных мною в данной анкете (включая мою контактную информацию), а также на получение информационных рассылок от TAdviser, публикацию и продажу на сайте tadviser.ru фотографий с моим участием, сделанных во время конференции

Basic functions of the ELMA CRM+ application:

• information storage about contacts and partners – for each object is created the separate card containing the complete information on it.
• management of potential clients – if business relations with the organizations only began to be entered, and they did not become real clients yet, in a system there is a separate tool for work with future clients.
• management of transactions and relationship – it is possible to plan and carry out chains of customer relations and also to plan and control receipts according to transactions.
• maintaining marketing efforts – the application allows to plan and keep track of efficiency of carrying out marketing actions.
• search and an information access – the application base of ELMA CRM+ contains a huge number of records, but thanks to convenient functions of search it is possible to find the necessary record quickly and simply.
• work with clients – convenient tools for the organization of works on clients, conducting planning of relationship and collecting of statistical information on all activity. All process of works on the client is registered in the application on the corresponding cards. The history of relationship can be browsed.

The ELMA CRM application + can work as irrespective of other systems used in the organization and in close integration with them. There is a number of additional specific opportunities, in particular, integration of the ELMA system with the IP telephony systems.

The module "Integration with 1C" allows to provide integration of the ELMA BPM platform into all actively used versions of the 1C: Enterprise system - 7.7, 8.0, 8.1, 8.2 and also the final version: 8.3.

2016: ELMA CRM+ 3.9

First of all changes concerned category of partners and opportunities, and is right on work with them. Now they are set in one place – in the reference book "List of Categories". It considerably accelerates process of purpose of the rights and does it to the most convenient. Also, on forms of viewing partners, contacts, relationship, opportunities and transactions the Access tab for management of permissions was added. On it it is possible to browse the rights inherited from categories and to personally limit user rights on access to an object.

Still, in the new version of ELMA 3.9 the possibility of setup of access rights to separate fields of reference books appeared. Thus it is possible to hide easily from users some fields of reference books, at the same time without taking away from them the right to all object in general.