CLIENTmanager

Management system for CLIENTmanager business process.

CLIENTmanager is the complete solution containing all necessary opportunities for automation of the main business process of the enterprise focused on mass accomplishment of orders in one product.

Kernel of the CLIENTmanager system is the document flow subsystem configured according to a business model. The most various business documents are requests, offers, orders, dresses, tasks, accounts, delivery notes, etc., are created automatically on the basis of the product range, materials and transactions. Documents provide interactions during business process, fix works of its participants, manage the movement of goods and finance. It is not obligatory that documents had the paper form. The call, a meeting – too can be documents if they assume accomplishment of certain works.

The documents created in a system create history of customer relations, are a basis for subsystems of accounting of goods, materials and component parts, settlement, works of employees and also for the analysis of activity in different cuts.

CLIENTmanager represents the pipeline which manages a flow of works by means of document transfer along the set route. The signals developed by a system will organize work so that each employee does only what is necessary and when it is necessary. A system is active in relation to its users, i.e. the managing director.

Source: Ñlientmanager.ru

CLIENTmanager is closely integrated with Microsoft Office. As the generator of documents MS Word, as the report generator - the MS Excel, as the communication module - MS Outlook is used.

DOCUMENT FLOW

• Create uniform storage of all business documents with different access rights and a possibility of reservation, archiving and synchronization.
• To automatically create any business documents.
• Organize passing of documents along the set routes in compliance with your business process (workflow).
• Messages history of each document (accounting of actions of employees for performance of a document).
• Organize exchange of documents and data between remote workstations.

CALCULATION OF ORDERS

• Create chains of the business documents connected by one transaction.
• Calculate transactions depending on sales terms.
• Perform "assembly" of the price of goods according to a set of component parts, materials and technology transactions.
• Calculate cost value of purchase of each goods item taking into account different overheads.
• Predict profitability of transactions.
• To quickly recalculate the prices of each goods item according to set transaction amounts.

CUSTOMER RELATIONS

• To quickly create target groups of clients on the basis of the analysis of contacts and required goods.
• Solve marketing problems at once for all target group of clients: send series of the personalized offers and make target price lists.
• Consolidate the history of all contacts of each employee with each client and information about requested, ordered and sold about goods.
• Keep track of payment balance on each client.

ACCOUNTING OF THE MOVEMENT OF GOODS

• Systematize goods by types, classes, types and models.
• Messages special price lists for separate customer groups.
• Install the systems of discounts both for group of goods, and for a separate goods item.
• Make complete sets and process charts for each goods.
• Keep account of the movement of goods: arrival, reservation, stay to ways, sale, rejection of goods, lot-based remaining balance.

ORDER MANAGEMENT

• Monitor accomplishment of each order.
• Plan execution of orders taking into account loading of technology sections.
• Create the generalized order to the producer on the basis of requests of clients.

ANALYSIS OF ACTIVITY

• Estimate intensity and efficiency of work of each employee with certain clients and customer groups.
• Analyze orders for the period of time and create the generalized orders.
• Analyze sales volumes and profitability on classes, types and models of goods, on certain clients and customer groups.
• Keep track of dynamics of business processes on time frames.

Export analytical reports to MS Word and the MS Excel for further processing.