BIT:CRM 8

The product "8" is intended to BIT:CRM for increase in efficiency of sales by automation and process optimization of customer relations. The program is used in work of the commercial director, head of sales service, the head and managers of sales department, the head of marketing, company executive.

The product is created for the enterprises of the service industry and trade using "1C: Accounting 8", "1C: Trade Management 8", "1C: Manufacturing Enterprise Management 8" or "1C: Integrated Automation 8" as the main accounting system gives to such enterprises advantage in implementation of kliyentoriyentirovanny strategy, without acquisition of expensive solutions on trade management and sales.

The program solves problems:

• Sales management;
• Management of marketing;
• Analysis of sales and investments into marketing;
• Service and maintaining clients.

Results of Implementation:

• increase in efficiency of sales and marketing activity;
• risk mitigation of loss of clients at diseases or dismissals of personnel;
• an opportunity to reveal stages of sales at which the greatest number of clients is lost;
• an opportunity to analyze, make decisions on segmentation of the customer base and to distribute efforts of personnel on the basis of objective data;
• control over work of sales personnel;
• convenient storage of all customer information;
• an opportunity to quickly plan work;
• "picture" of the current situation with own sales and all instruments of work on one screen.

Compatibility

• 1C: Accounting 8;
• 1C: Trade Management 8;
• 1C: Manufacturing Enterprise Management 8.
• 1C: Integrated Automation 8

The delivery includes:

• user guide;
• CD distribution kit;
• registration questionnaire;
• security key.

Functionality

Contact management Maintaining history of customer relations will allow to control accurately accomplishment of arrangements, to transfer work with the client from one employee to another without loss of information:

• uniform base of partners (clients, suppliers, partners etc.);
• planning and accounting of activity on each partner (to the presentation, meetings, calls, mailings);
• input and storage of additional details (fields) for partners and contact persons;
• planning and work on each client with a possibility of appointment of responsible managers at the level of events – meetings, phone calls, addresses by e-mail and so forth.

Dynamics and technologies of sales A system allows to control sales at all stages, from a "cold" call to payment of account and further maintenance and to receive the necessary reporting on transactions:

• support of a long sales cycle;
• registration and conducting sales on the set stages (automatic or manual change of a stage);
• attachment of any files to transactions and other linked objects;
• tracking of passing of potential clients on stages of "a funnel of sales";
• obtaining reports on the flowing and closed deals;
• automatic preparation of documents in the MS Word and OpenOffice Writer format.

Marketing campaigns Systems capabilities allow to estimate payback of marketing efforts and to increase their efficiency:

• work with selections of clients of base of partners (questioning, mailing by e-mail, by mail);
• planning and accounting of campaigns of different types;
• accounting of actual costs on marketing campaigns, efficiency analysis.

System of tasks The program simplifies management of working time of employees, control of accomplishment of the delegated tasks:

• problem definition to contractors;
• tracking of completion dates;
• decomposition of a task on subtasks, formation of "work package".

Customer segmentation

Mechanisms of segmentation of clients on different signs for acceptance of the justified management decisions about providing a discount, special conditions of cooperation, etc. are provided. A system will allow to create mutually advantageous offers for different customer groups and to select a core of the customers bringing to the enterprise the greatest income: distribution by ABC and XYZ to classes, segmentation on receivables (in absolute values, in % of turnover, in % of all debt, etc.)

Information access about clients Separation of access rights to the database provides to users only information, necessary for their work.

• separation of access rights to information on the basis of actions over objects;
• settings of the rights are made without the need for configuring.

System of reports The solution creates various reports which are flexibly configured by the user:

• a set of the configured reports on all sections of a system (any work with groupings, selections, results, sorting, conditional formatting);
• storage of an unlimited number of report settings;
• the mechanism any (created by users) reports;
• consolidation of several any reports in "a panel of reports" for a one-time output of indicators.