SimpleOne B2B CRM

Main article: CRM (Customer Relationship Management System)

2024

Enterprise CRM for comfortable migration from foreign systems

Recent geopolitical developments have led to significant changes in the Russian enterprise software market. Particularly noticeable was the departure of major Western players in the field of CRM systems, such as Salesforce and Microsoft Dynamics. These platforms have long been considered the benchmark in the enterprise segment, setting a high bar in functionality, flexibility and reliability.

SimpleOne B2B CRM is designed to take into account all the advantages of leading international CRM platforms, while providing comfortable migration from foreign systems. Read more here.

B2B CRM 1.5.0

SimpleOne has expanded the Partner Management section of its B2B CRM 1.5.0 product. Four key modules have been added to optimize the work with the partner network: "Partner Programs," "Partner Levels," "Partnership Applications" and "Partner Agreements." The update is especially relevant for big business. The company announced this on September 30, 2024.

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SimpleOne

In this release of B2B CRM 1.5.0, users can fully track the customer experience in a new section of the Partner Management navigator:
1. Create and configure partner programs and levels within them
It became possible to register the proposed conditions of cooperation, fix the steps that the partner can achieve, and the requirements necessary for obtaining the level.
2. Process Partnership Requests
Applications of companies wishing to cooperate with the vendor company go through the stages of processing by status using UI-actions on the form of a partnership application. A new CRM Customer Contact Information widget is also available there, which contains basic information about the contact to which the requisition is associated.
3. Create partner agreements for accepted bids
Partnership agreements allow you to record the status of relationships with companies in the system and store information about all significant contacts in them. A status model is available for agreements that allows you to store both current and outdated contracts in the system and, thus, save the entire history of relations with a partner.

Partner Portal Opportunity

On April 25, 2024, SimpleOne introduced an updated version of its import-independent CRM system for managing corporate sales and marketing in the B2B segment.

SimpleOne B2B CRM is a Russian alternative to the departed Microsoft Dynamics CRM and Salesforce. According to the developers, the system offers great customization opportunities for individual business requirements, integrates with the existing IT landscape using the REST API.

The updated version of the product adds the ability to create a partner portal, register and track all transactions from the partner company and improves the validation of the uniqueness of field values.

Many large vendors often choose a sales model for themselves through the construction and further development of a partner channel. The added capabilities of the B2B CRM product allow such companies to organize the work of partners in a single digital environment and build an end-to-end sales funnel for all transactions. The decision will be interesting not only for those who are interested in migrating to domestic products, but also for those who want to increase the level of maturity of their business processes, - commented Sergey Chukanov, CEO of SimpleOne.

A separate partner portal can be created for each sales line, where partners can register leads and opportunities. The registered data automatically enters the CRM system for further qualification by the managers. Registration provides convenient access to company and contact directories from all data in the CRM system.

Added Primary Contact Representative role for partner companies. Users with this role can see not only their records, but also all registrations and opportunities of their company on the partner portal.

The SimpleOne B2B CRM administrator can set up restrictions on access rights to partner portals in such a way that the data will be available only to employees of the corresponding sales area. Switching to a portal of another direction will become impossible for employees - the system will redirect them either to its own or to the service portal.

2023: SimpleOne B2B CRM launch

On November 7, 2023, SimpleOne, a developer of solutions for automating business processes, announced the launch of the product - SimpleOne B2B CRM. This solution is designed to manage big sales and marketing in the B2B segment.

SimpleOne B2B CRM

According to the company, SimpleOne B2B CRM is a CRM system designed to automate sales with a long transaction cycle and focused on large businesses working with corporate customers. The product is based on the SimpleOne platform, which provides the flexibility and functionality that systems require for large enterprise companies.

The main possibilities of the solution:

• Orientation to B2B. The solution is suitable for companies working with B2B sales, which are characterized by: a long transaction cycle, difficult competition and dense work with corporate marketing;
• World practices. The solution includes evidence-based corporate sales management practices and evidence-based management practices, which help companies automate the big sales process;
• A lot of participating parties. The system is designed with complex corporate structures in mind. Regardless of the number of parties involved in the deal, the solution ensures transparency and coordination in the work;
• Support for sales of content and methodological materials. The solution includes the process of automating the development of marketing materials and their delivery directly in the context of specific transactions, helping sales;
• Import substitution. SimpleOne is included in the register of domestic software and allows companies to replace the CRM systems of foreign vendors with a domestic solution. The product does not contain third-party proprietary components, which ensures smooth implementation, technical support and updates.

The solution was developed taking into account all stages of the life cycle of large sales. For each stage, appropriate tools are provided: content generation, leadership generation, lead qualification, task chain management. The solution also provides a mobile PWA application, the ability to integrate with others systems through the API, as well as process customization using low-code/no-code tools.

The peculiarity of this segment lies in the long transaction cycles, the involvement of many participants from different sides, a complex decision-making scheme, careful work with the criteria and the need to work closely with marketing. Regardless of which sales methodology the user uses - SPIN, Solution Selling or Miller-Hayman methodology - the solution can be adjusted and become the optimal tool. noted Sergey Chukanov, CEO of SimpleOne