Terrasoft XRM

XRM is a full-function CRM system, in addition to CRM tasks embraces spheres of management of service, project managements and resource managements.

1. Regulation and business process automation

• Formalization of business processes in spheres of sales, marketing and service
• Observance of the adopted regulations of interaction with different categories of clients
• Streamlining of communications in the organization
• Automatic task allocation between the staff of different departments
• Synchronization of actions of employees, control of accomplishment of a functional role in the project.

2. Sales management

• Creation of the expanded directory of goods and company services. Formation of difficult complete sets, accounting of analogs
• Accounting of discounts and the special prices on products
• Drawing up sales plans on different cuts of planning
• Control of accomplishment of sales plans on each sales phase
• Operational analytics on each planned and actually received amount
• Management of potential transactions
• Control of payment due dates, deliveries, accomplishment of other obligations by both parties of agreements
• Accounting of income and costs, calculation of profitability of the transaction, profitability of the client
• Management of cross-sellings
• Possibility of graphical representation of a current status of sales
• Control of qualitative indexes of work of managers on the basis of their comparison with reference values.

3. High-quality customer service

• Registration of all addresses and requests of clients.
• Accounting of importance and urgency of permission of incidents
• Escalation of a request. Tracking of a status of each address
• Quick search of the solution in base. Considerable reduction of time of processing of a request
• Accounting and cost optimization on service.

4. Resource management

• Planning and accounting of income and costs in different cuts
• Cash flow analysis
• Assessment of profitability of clients taking into account laid on maintenance overheads
• Creation of the budget for the executed projects and on the company in general
• Accounting of products on warehouses, an opportunity to keep a lot-based inventory control
• Choice of a method of calculation of cost of a product (LIFO, FIFO, Weighted average)
• Possibility of reservation of goods
• Operational information on stock balance.

5. Workflow automation

• Accounting of accounts, agreements and other documents on the current projects and transactions
• Drawing up difficult specifications to agreements. Accounting of interrelations between documents
• Possibility of formation of documents in the format MS Word, MS Excel
• Registration of the entering and outgoing correspondence.

6. Customer information management

• Registration connected with contact or the company of information
• Reminders on important significant events
• Registration of history of meetings, telephone negotiations, electronic and mail correspondence
• Access to archive of documents, the history of orders and addresses, the list of the purchased goods and services
• Analytics in different cuts, obtaining aggregated data on clients
• Visual charts and diagrams
• Creation of own analytical reports according to any data which are stored in a system.

7. Increase in marketing effectiveness

• Planning and holding marketing campaigns of any complexity
• Analytical reports by efficiency and profitability of the waged campaigns
• Automation mass personified by e-mail mailings using templates
• Questioning of clients: fast creation of the questionnaire and online access to answers of each respondent
• Customer segmentation, tracking of activity of competitors
• Analysis of interest in products, determination of the most popular goods and services
• Report generation based on researches in a convenient and available form.

8. Project management

• Formation of the multilevel project plan its separation into stages and separate works
• Accounting of a deadline of project implementation in general and each element separately
• Calculation of planned and actual duration of project implementation
• Resource planning (commands, labor costs, resources)
• Chart Ganta
• Project budget
• Project implementation control
• Analytics.

9. Management of working time

• An opportunity to create and browse the planned affairs by the list or on groups
• Group calendar.

10. Statistics and analytics

• More than 100 standard reports
• The simple and convenient tool for creation of own reports in a format MS Word, Excel
• OLAP cubes
• Detection of patterns on the basis of the simultaneous analysis by several parameters.