ELMA365 CRM

Main article: CRM (Customer Relationship Management System)

ELMA365 CRM is a system solution based on the ELMA365 platform and expands its capabilities. Includes sections, applications, pages, widgets, business processes, and scripts combined to perform sales-related tasks. It is a development of the ELMA CRM + product.

2024: Installation of the integration module with SPARK-Interfax

The developers of the Low-code platform ELMA365 and the SPARK-Interfax system have released a module for the ELMA365 CRM product. Now customers can instantly receive analytics on counterparties and make a decision on cooperation. Elma announced this on December 24, 2024.

The success of the transaction and the implementation of budget plans depends on the correct verification of the lead by the manager and the speed of verification of the counterparty in the procurement department. Manual monitoring takes a couple of hours, using the information system - a couple of minutes. Checking with CRM-integrated information systems will take a second.

Interfax collects a professional database of all Russian companies on the basis of legally available information. There are more than 400 such sources. After installing the integration module in the CRM ELMA365, the main information about the counterparty will be automatically pulled up from the SPARK-Interfax information resources. The system checks the desired company in the background and without the participation of the manager, and as a result, the user minimizes the risks of interaction with the new partner.

Customers will be able to use the module for risk assessment, background lead classification, customer onboarding, finding new counterparties, deal allocation and segmentation. Each process case will help reduce decision-making time, expand the pipe and help with B2B personalization. Integration will be useful in, industries industries, power engineering specialists mining,. telecommunications

The use of SPARK within ELMA365 CRM will reduce the cost of collecting and searching for information and will allow our customers to minimize the number of errors. The solution will help to put in order the current client base, enrich company cards with information and exclude duplicate records. The integration is created so that the company can clearly see all risk factors when working with a specific counterparty, the reliability assessment is given on the basis of 50 parameters. The module is already available to our customers. The plans to add methods for analyzing related organizations, a tip service and use other SPARK capabilities, "said Maria Ilyina, Product owner ELMA365 CRM + CX.

As part of autocomplete data or data enrichment, all information will be available to digitize the internal regulations for checking counterparties or implement a checklist for which a risk assessment will be formed. So you can synchronize the verification and assessment of customers with other services of the company so that there are no cases when the sales service is going to conclude an agreement with a counterparty that has not yet been agreed by the security service, - added Dmitry Denisov, head of the department of JSC IA Interfax.

2023: Flexible CRM to implement any sales strategies in Enterprise

CRM ELMA365 - flexible CRM-BPM a system from a Russian vendor ELMA (BPM systems market leader in), RUSSIAN FEDERATION focused on enterprise customers. Read more here.