"Cliques system" completed implementation of the CRM system "Click. Sales" in Tregar company

May 28, 2015. The company of Cliques System announced completion of complex implementation of the CRM system "Click. Sales" in Tregar company. Within the project, 15 jobs were connected to unified information environment.

Choosing a Solution

In view of rapid development, continuous expansion of the range of a delivered goods and obtaining exclusive rights of a number of foreign producers on promotion of import goods on the domestic market, the Tregar company needed the configured tool for business automation. As an optimal solution the CRM system developed on the platform "by Bmicro was selected . Klient-Communicator" which should provide strategic approach to sales of products of the customer and to become the uniform corporate data warehouse.

Project Progress

The basis of the project on implementation of an information system was formed by the boxed solution "Click. Trade", the including management:

• personnel and motivation (salary and motivation on KPI, control of execution of plans and instructions, the history of work of employees in different aspects);
• document flow (agreements, accounts/acts/delivery notes/invoices, printing on the configured templates, routes of vising of documents);
• tasks (calendar organizer and task scheduler, history of interaction, group schedule, reminders);
• sales (requests and transactions, commercial offers, funnel of sales, contact history with plans and results);
• partners (work with the organizations and individuals, contacts/search of filters/group, attachment and storage of files);
• the planned and actual receipts (debt management, import from bank client, multidimensional dynamic analysis, multicurrency);
• vendor interaction (requests, agreements and specifications, several suppliers of one product, formation of reconciliation statements, plans of calculations and accounts payable with delay depth analytics);
• inventory lot-based control (maintaining several warehouses, inventory, work with goods on serial numbers, the analytics is sold also forecasting of stocks);
• marketing campaigns, e-mail and the SMS mailings (planning of influences, mailings on templates, efficiency analysis).

The module allowing to manage product samples with a possibility of formation of requests (on a warehouse for packing, or directly to the supplier), was in addition created by registration of results and statistics on sales (what samples were transferred and for what products).

Result

Implementation of CRM provided company management Tregar with the powerful analytical tool allowing a message multilevel filtering and grouping to build interactive and multilevel charts, to create OLAP reports on all key registers and reports of SAP Crystal Reports, representatives of the company integrator reported TAdviser.

"We are happy with CRM "Click. Trade". In this product the innovation methods of implementation of various tasks of modern business are concentrated. Use of this system allows to manage qualitatively flows of business processes in our organization. When choosing the contractor for implementation of implementation of the CRM solution at your enterprise, be convinced that it has sufficient project examination and practices the best methodologies of maintaining projects. On behalf of the company of Cliques System we found true professionals of the market of CRM ready to flexible cooperation and considering industry specifics of business", - Yarovikova Olga, the director of business development Tregar comments.