S2 (SalesapCRM)

The main articles are:

• CRM (Customer Relationship Management System)
• SaaS - History. Philosophy. Development drivers

S2 CRM is cloudy CRM a system for accounting for customers and transactions. The program saves all history communication with customers and call records, facilitates control over employees, automates routine processes, helps manage tasks and projects and receive reports online.

2020

Optional Action Column, Web Form Designer, and Automation Scripts

On August 31, 2020, it became known that the next S2 CRM update added functions that are designed to make the work of users with the system even more convenient, and the execution of daily operations even faster.

With the added action column, you can close or postpone the task right in the list. This is very convenient if you process 20-30 tasks a day. You can postpone the task only if it had a deadline.

Web Form Builder in S2 CRM allows you to create a request capture form from the site and save it immediately to the CRM system. Thanks to the duplicate search function, the system can warn the user about receiving a second request with the contact name, phone number or mail already saved.

At the same time, earlier the system automatically entered into the card the latest data left by the client in the form on the site, overwriting existing ones. The latest update brought with it the option of overwriting a contact in a card or leaving it in its original form. To do this, use a special setting in the Capture Form Designer.

Automation scenarios available in S2 CRM free managers from routine work. With their help, you can automatically generate tasks, create, fill out and attach documents to the card, add a product or service. However, sometimes it can be difficult for a manager to understand which scenario worked. Previously, for this, you had to contact S2 technical support and wait for an answer. Now you can track the triggered script in the "Logs" subsection, which will be useful when creating automation^[1].

Virtual PBX Integration

On June 30, 2020, the company MCN Telecom announced the completion of direct integration with the cloudy CRM S2 system, thereby providing customers using services Virtual PBX with more opportunities for automation business processes through data exchange between platforms.

MCN Telecom adds CRM S2 CRM system to telecom platform

According to the company, the CRM system S2 includes functionality for accounting customers, transactions and tasks, financial and warehouse management, a log, a service for working with document templates, analytics, automation of business processes, SMS mailing, etc.

Among our clients are companies from different areas of business: wholesale trade, production services - and all of them need stable IP telephony with the ability to record conversations with customers, record calls and receive reports on them. Therefore, we are interested in expanding the portfolio of our integrations through partnership with various services. narrated by Evgeny Tsygulev, CEO of S2 CRM

Platform integration allows users of the CRM system to optimize the work with calls: eliminates the need to manually dial the client's number, allows you to save and download call records, call customers from a mobile phone, record information about the client during a conversation, analyze statistics on incoming, outgoing, received and missed calls.

In total, as of June 2020, there are about a dozen CRM systems known in Russia in the list of direct integrations of MCN Telecom: amoCRM, Bitrix24, retailCRM, SalesPlatform, Envybox, YClients, Roistat, etc.

Integration of the Cloud PBX with external systems and management services helps to automate sales, conduct more transparent and convenient business communications. I would like to believe that the partnership with S2 CRM will be long and fruitful. told Alexander Melnikov, CEO of MCN Telecom

Notes