Customers: StinCab (Beaconnect) Contractors: AKAM Product: 1C: CRM CORPProject date: 2017/05 - 2017/05
Number of licenses: 11
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2017
- Store all communication information in one place
- Configured client qualification process using advanced properties
- Client segmentation configured
- Sales Business Processes Implemented by Product Category
- Client base processes are described and regulated
- Distribution of client base to cold\warm\hot
- The entire process from the first contact of the prospective buyer to the moment of purchase is displayed in the system.
- You can always see at what stage of the sales funnel the customer is, there is an impact on the closing speed of the transaction
- Getting information quickly: how your employees are currently doing, the ability to set group tasks for them through the system and check their effectiveness
- Sales Funnel Manager Performance Analysis
- Implementation of tasks in the context of clients
- Quickly get information about transactions without tasks, transactions with overdue tasks are visible
- sales forecast based on deals in funnel
- manager activity report
- Track the number of daily tasks performed by managers
- Tracking counterparties without deals
- viewing and analytics of the cause of customer failure
- possibility to determine lead inflow channel
- ability to evaluate the quality of advertising channels and campaigns
- Lead redistribution function (ability to transfer a customer to another seller)
- Manager Activity Report. Planning activities in such a way that there are as few action differences as possible for different stages of the funnel
- filter for new and current clients
- the ability to build different funnels. for example, for new customers and separately for existing customers
- assess the potential volume of transactions won and the benefits gained
- Registration of the process of preliminary interaction with the buyer and evaluation of the process performance
- Evaluating Sales Performance