Compass: Marketing and Management

CRM system "KOMPAS: Marketing and management" is developed by KOMPAS company. KOMPAS, and together with the software of third-party developers is operated both as a part of the ERP system.

There are specialized industry solutions "the COMPASS: Marketing and a mendzhment" for for the advertizing agentst and the enterprises which are engaged in legal consulting.

A system includes the following categories of functionality:

• Control functions by sale (Sales Force Automation)
• Control functions by service (Customer Service & Support)
• Control functions by partner relations (Partners Relationship Management)
• Functions of automation of marketing (Marketing Automation)
• Planning feature and control of work of employees (Time Management and Call Center)

It is possible to carry the following to advantages of a system:

• high flexibility and configurability which is explained by existence of the trekhurovny instrument of setup of Master Kompas allowing to implement the lion share of adaptations, without resorting to programming, exclusively visual means. Result - the shortest time of project implementation on system implementation
• scalability of a system; there are absolutely equivalent versions of a system for work with DBMS Oracle and the MS SQL Server
• in addition to fixed functions of customer relationship management and service of marketing campaigns, the procedures automating in-band management by the enterprise are included
• a system includes nastrivayemy control functions by motivation of staff of the sales and servicing divisions
• at complex use of a system the manager can issue documents for goods issue taking into account actual stock balance and already made orders
• existence of functions of collaborative CRM, dayuyushchy to the User's clients online-access via the web interface in base of incidents of a CSS subsystem and the incidents allowing to control and adjust process of elimination in real time
• existence of the procedure of automatic selection of VIP clients for profitability level

Among users there are systems "the COMPASS: Marketing and management" Russian department of Sharp, RPA "Sphere", Hand Made advertizing agency, TD Arsenal and many others.

In March, 2012 the KOMPAS company announced release of the new version of the CRM system "KOMPAS: Marketing and management" in which planning and control of work are automated on the basis of functionality of an organizer of work of managers.

Unlike the previous versions, all tasks planned to the employees (telephone negotiations, meetings, communication by e-mail, different works, etc.) automatically get to an organizer, irrespective of the section in which they were generated: Card of the client, Meeting, directly Organizer, etc.

• The top managers having the corresponding extent of access can analyze and control all list of works in the section the General tasks. His personal plan (by the login of login) in a menu item Personal tasks is available to each employee. One task can be set to any number of employees. At the same time the main information, such as planned dates, contents, etc., is transferred to all contractors to the list of their personal tasks.
• And the general, and personal lists are supplied with the calendar using which it is possible to filter tasks of dates: for the specific selected date, for business week, for calendar week, in a month and for any period, including limited different months and even years.
• It is possible to browse and to partially edit the detailed description of every line of the list, and, unlike the previous versions, information provided in the detailed description depends on a type of a task (a call, a meeting, the letter, the organization of influence, etc.) that significantly increases convenience of work.
• Here setup of time when on the screen the reminder on need of accomplishment of a task is generated is made. Issue of a reminder is timed of planned runtime (and not just corresponds to it as it was in the previous versions). It is possible to set necessary anticipation in minutes, hours or days. Also an opportunity to configure reminders by default by types of tasks is offered. At the same time the reminder is automatically created on the set standard: for example, about a meeting it napomiatsya always in 1 day, and about a zvonoka – in 5 minutes, etc.
• It is possible to connect any number of documents of any format (Word, Excel, drawings, movies, etc.) to the description of each task that allows to obtain quickly the complete information on this work from the uniform center.
• One more innovation – unlimited hierarchy of tasks. As a result each task can be provided as a tree of subtasks that allows to structure conveniently all works.

Also there was an opportunity to create the repeating tasks. If the task weekly, then it automatically appears in the task list every week again.

• The change history of the description of each task automatically remains. Thus. it is possible to trace who when and what izmeniye made.

2018: Simplification of formation of tasks and maintenance of already existing

On October 18, 2018 the St. Petersburg company "KOMPAS" announced release of the next version of the CRM system of the same name, differing in the advanced interface of the system and the mobile applications connected with it.

The provided version of the CRM system includes a possibility of setup of a type of representation of a task on type. You can compare to each type of a task the individual screen entry form, viewing and adjustment of information including only data fields, characteristic of this type (the meeting, the project of building, software development, a business trip – anything can be meant by type). The user can fill up the wide list of the choice from the preset screen forms with own developments created using the Master of Screen Forms entering the CRM system. Automatic creation of pop-up reminders is connected to all forms.

In addition to individual visualization each type of tasks can be supplied with the standard list of contractors with a possibility of adjustment and addition in each case. Important the fact that inclusion in the list automatically opens access to this task by one of three options: reading, editing and full access with the removal right. The employee who is not included in the list does not see a task.

In the CRM system there is a possibility of creation of the periodic tasks which are automatically generated with other values of dates with the specified frequency (once a day, week, month, year). At the time of creation of the next periodic task with specific date the standard list of contractors also every time is transferred there.

The CRM system functioning on computers of a local network is connected with two types of mobile applications.

First, each task created in a system gets to the user calendar tied to its Google Account. It is possible to use any such calendar, but use of the application of Planner-BP gives essential additional benefits.

Working in Planner-BP, you can create a task and adjust existing in the database of the CRM system directly from the smartphone, including note accomplishment of this or that stage in one click. This opportunity is especially essential in the presence of a large number of the employees working "in the field" whether it be merchandisers, couriers or, for example, builders.

Advanced voice input of a task is characteristic of the application of Planner-BP. If in standard calendars voice input in each field separately is possible, then Planner-BP will independently recognize information type and distributes it on fields (the description of a task, date, time, etc.). The application is familiar with temporary concepts "tomorrow", "yesterday", "in a week" will, etc. and automatically calculate and will write the necessary date in the database. In the same way time on expressions like "for half an hour" or "in an hour" is automatically calculated.

One more essential advantage of Planner-BP is the Month mode. In normal calendars in this mode only existence of tasks on days is visible. Planner-BP provides graphic display of employment of every day on hours.

The second type of the mobile applications connected with the CRM system of KOMPAS, this application for production communication of ChatBox-BP.

Information on creation of the task or change existing automatically gets to a special topic of this chat with interpretation of an essence of change.

If the task requires detailed discussion, then directly from the CRM system clicking of one button creates a group chat (subject) with all specified contractors (and only with them). In process of replenishment of the list in the CRM system in a chat automatic adding of participants of discussion is performed.

All included in the provided version of addition of functionality are intended, first of all, for decrease in labor input of creation of the tasks and maintenance existing and also for increase in usability (convenience of users).

2017: "Compass: Marketing and management" received expanded functions of communication with mobile applications

The Kompas company prepares for release the new version of the CRM system "Kompas: Marketing and management", including expanded functions of communication with different mobile applications.

As you know, the return option of communication (reflection of the changes made in mobile application in the CRM system) in the September version was possible only in case of joint work with the mobile scheduler of BP-Planner entering CompasBP product line.

In the new version which beta testing is complete in the first of July a feedback is possible with any application (web or mobile) supporting synchronization with a cloud service of Google. In mobile application it is possible to change date, the name, the task description, the text of pop-up reminders and the status of a task. All information will be right there reflected in the database of an organizer of the CRM system "the Compass: Marketing and management".

In addition to described above, the new version of the CRM system includes communication with the mobile application of BP-Chat entering CompasBP product line.

Being in the CRM system organizer, clicking of the toolbar button it is possible to create discussion (a group conversation) of a task on which the cursor is installed. On all smartphones of the employees connected with a task the application of BP-Chat working running the Android operating system, iOS or Windows automatically is started and there discussion with the name of a task and the aforesaid participant list (The author Responsible and Contractors) is created.

Further it is possible to come into already created conversation both from the application of BP-Chat, and from the CRM system — clicking of the same button.

Now mobile application of BP-Chat prepares for placement in shop Google Play and Apple itunes.

2016: Release "Compass: Marketing and management"

On September 9, 2016 the Compass company announced release of the version of the CRM system "the Compass: Marketing and management".

The scheduler of tasks as a part of the CRM system is synchronized with all mobile applications like "calendar" working with a cloud service of Google running any operating system.

As soon as the task appears in the CRM system organizer, in the calendars set on all smartphones of the employees specified in the list of contractors immediately information of the task description, date, time, the place of accomplishment and duration of a task appears. In addition, in mobile applications instantly are reflected all change in the description and/or a status of a task.

In case of any mobile calendar synchronization has one-sided character (from the CRM system – in mobile application), when using the mobile scheduler of BP-Planner entering CompasBP product line also the return option works: all changes of information on a task brought in the scheduler instantly are reflected in the database of the CRM system.

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