The CRM (Customer Relationship Management) configuration is designed for managing customer interactions.

As a result of such interaction – an increase in sales.

In the CRM system, it is possible to enter, save, and then analyze and use information about potential and existing clients, suppliers, partners, and competitors. The system keeps a history of relationships with each client. At the same time, it does not matter how the interaction with the client will take place -through incoming phone calls, website inquiries, byemailetc.

Thanks to CRM, the sales manager gets quick access to all the information needed for effective customer service - it is possible to completely manage the client from the "lead" (potential client) stage to signing the contract and receiving payments.

Due to the organization of a clear client base and the use of the reminder function CRM, the system does not allow a client to be lost.CRM-the system works witha database that contains information about clients and contacts with them. This set of information allows, at any moment of interaction with a particular client, to determine whether this person has previously contacted the company and with what issues. Several managers can simultaneously work with a single client using a unified information base. For example, when transferring a client from one manager to another, the new employee will easily be able to see the entire history of communication with the client, including incoming/outgoing calls, information about meetings and presentations, etc.

The main advantage of the configuration is that it is an integral part of the business constructor, the ERP system BSI. Thanks to this, the configuration can easily and quickly scale to any size and any functionality, turning into a full-fledged management accounting system.

The solution is developed on the basis ofBSIFoundationand includes five free licenses.

Stages of working with a deal

CRM systemallows managing clients through all stages of the deal process - from initial lead generation to closing the deal (signing the contract).

StageI.At this stage, lead generation occurs, i.e., searchingpotential clients.Leads are generated from various sources:

• phone calls,
• email,
• meetings,
• conferences, exhibitions,
• web forms,
• search advertising
• etc.

StageII.At this stage, lead qualification takes place – whether the lead has passed qualification and can be worked with further, or is unqualified.
StageIII.At this stage, the contact details of leads that have passed qualification are entered into the CRM system:

• Full Name,
• position
• phone numbers,
• tasks,
• documents,
• Skype,
• ICQ,
• Yemail,
• etc.

Such leads become counterparties with whom it is potentially possible to conclude a deal and make sales. One counterparty may correspond to several contacts.
StageIV.The final stage, which is characterized by a concluded contract or deal.

Login and Authorization

When logging into the system, the employee is authorized. Depending on rights and privileges, the employee sees exactly the information that is needed for work.This concerns access rights to menu profiles, system elements, data sets, etc.

Functionality of the CRM solution

The system includes basic business processes, directories, and templates that can be customized to the client's requirements.

New event in CRM

This card is used to register new events. The type of event is selected from the drop-down menu:

• incoming/outgoing call,
• incoming/outgoing message,
• seminar, exhibition,
• meeting,
• commercial offer,
• tender
• etc.

Each type of event corresponds to certain statuses. For example, the event type 'Outgoing Call' can contain statuses such as:

• scheduled
• done,
• does not answer,
• failed call.

The 'New Event' card records the time of the event and reminders about the event (if necessary), a brief description of the event, the full name of the employee who creates the event, information about the client, and their contact details.

In addition, a necessary file can be attached to the event card, and links to tasks related to this event can be made.

Calendar in CRM

All events are graphically displayed in the built-in Calendar according to the set date (day/week/month). The Calendar shows what has been done or what is to be done. All events (calls, meetings, negotiations, sending emails, etc.) are displayed in the Calendar relative to employees, event types, and the specified start and end dates of the events. When clicking on an event, a card with a description appears:

• the result of the event,
• Full name and job title of the employee,
• client contacts
• and other information about the event.

Events in CRM

You can view all events and filter them by type, status, date, employee, or client in the 'Events' registry. The registry also contains files and links to tasks related to a particular event.
The registry contains search filters. By specifying a search parameter

• period of time,
• event type,
• client,
• responsible employee,
• status

You can get a list of events. When you click on the found event, a card will open containing information about the event:

• name of the client company,
• event type and status,
• client contacts,
• responsible employee,
• brief description and content of the event,
• related tasks,
• files and comments.

If necessary, by clicking the "Add New Event" button, you can add an event related to this client. To view the history of interactions with the client, you need to click the "History" button.

Meetings in the CRM BSI system

The 'Meetings' register allows you to display a list of meetings that relate to a client and/or a specific period of time. To do this, you need to fill in the corresponding search fields.
The result of the search will be a list of meetings. Clicking on the desired meeting will open a card containing information about the meeting:

• code and name of the client company,
• status,
• meeting time,
• meeting place.

You can specify in the card:

• Full names of the participants,
• content and goals of the meeting,
• discussions and the agreements reached,
• related tasks,
• comments.

By entering this information and clicking the 'Resume Form' button, you can obtain a printable version of the meeting protocol form.

Clients in CRM BSI

The card contains a list (registry) of the company's clients.
To find the desired client, you need to use the search by one (or several) parameters:

• client code,
• title,
• region,
• industry,
• status,
• responsible person.

You can also find clients who were added to the system within a given period of time.
If you click on the search result, the client card will open.
The client card, in addition to the code and company name, contains fields for entering information about:

• leader,
• accountant,
• responsible employee,
• the status of the company (for example, partner, 'hot client', interested, etc.),
• region,
• industries,
• about competitors.

The card may contain company details, comments, and various attached files (documents).
At the bottom of the card are the buttons 'History', '+Event', 'Open attachments', 'Confirmed by accounting'.
The 'History' tab is the history of interactions with the client. It clearly displays all actions (organizational and financial) that have been performed in relation to the client. The '+Event' tab allows you to add an event related to the client, linked to a date and time.

Contacts in the CRM system BSI

You can view the contacts entered into the system using the "Contacts" card. The search allows you to find the required person or company. The search is carried out by code, last name, company, mobile, work, or home phone.
To add a new contact to the system, you need to right-click and select 'New' from the menu that appears. In the opened new contact card, fill in the fields:

• surname,
• name,
• patronymic,
• company,
• position,
• floor
• mobile/work/home/internal phones,
• Skype,
• ICQ,
• email.

Preparing a meeting in the BSI CRM system

The 'Meeting Preparation' card contains information that helps organize an effective meeting:

• event status,
• client contacts,
• the area of activity and the industry in which the client works.

In addition, the card contains fields, filling out which helps to better prepare for the meeting:

• content and purpose of the meeting,
• attraction of information,
• key issues,
• what needs to be agreed upon,
• advantages-benefits,
• objections,
• completion techniques,
• sales support,
• related tasks,
• history of statuses,
• comments and files.

By filling in all the fields and clicking the "Print Meeting Form" button, which is located at the bottom of the card, you can get a printed version of the meeting preparation form with the main points already entered.

Sales in the CRM system

The "Sales" card records data that relates to the sale of a specific product to a particular customer. The card indicates:

• event code and action status,
• time and date of the event (sale),
• buyer, responsible employee,
• event description,
• product name,
• appearance
• income amount.

Claims in CRM BSI

Card“Claims” contains information about all inquiries, feedback, complaints, and wishes of clients (counterparties) regarding product quality, employee and department performance, etc.

Regions

The 'Regions' tab shows a list (register) of all regions with codes that are entered into the system. If any region is not in this list, it can be added. To do this, you need to right-click and select 'New'.

Industries

You can find the correct industry name by code or find the industry code by name using the 'Industries' card. The 'Industries' card also shows a list (register) of all industries that are entered into the system. If any industry is not in this list, it can be added. To do this, you need to right-click and select 'New'.

Competitors

With the 'Competitors' card, you can enter information about competing companies into the system. When creating a new competitor, you specify the company name, the industry it operates in, the region, and competitive status (for example, industry leader, important rival, etc.). In addition, the equipment used, projects, volumes, and the competitor's clients are indicated. Comments and necessary files can be added to the card.

SettingsCRMBSI

Counterparty statuses

This setting allows you to create a new object status and assign it a code. If necessary, you can edit existing statuses.

Types of events

This setting allows you to edit existing event types and create new ones. When creating a new event type, the following are specified:

• event type code,
• event type,
• status of the new action,
• phrase for a request,
• icon.

In addition, you can choose a color that will correspond to a particular event in the calendar.

TechniquesCRM

Thanks to this setting, you can create a new techniqueCRM. When creating, the code, name, type of technique (for example, attention-getting techniques, closing techniques) are specified.

Event statuses

This setting allows you to create a new event status, set a name, assign a code, and add an event type. You can also edit existing statuses.

Integration with other IT solutions

Any solutions presented in the online store or developed by the community are integrated with each other and can form a single whole. The CRM system can be supplemented with functional blocks such as 'Sales', 'Cash Management', etc., as well as integrated with the Asterisk telephone exchange.

The solution integrates with any open information systems.

Cost and terms of purchase

An installed platform is required to use the solutionBSI Foundation.

The cost of the solution in the basic configuration is$300excluding VAT.

If adjustments and settings are required to match the specifics of a particular enterprise, the time and scope of work are calculated individually and paid additionally, based on the cost from$20/hourexcluding VAT (depends on the employee's qualifications and the complexity of the work).

The deployment cost is 15% of the configuration cost.

Customers also have access to services forsupport of decisionsbased on the platformBSI Foundation.

The basic solution delivery provides the possibility of use5 free licenses, included as part of the platformBSI Foundation. If it is necessary to expand the number of workplaces, additional competing licenses can be purchased at the price$100 per license(when expanding to 10 licenses), $300 per license (when expanding to more than 10 licenses).

You can learn more about the solution by ordering its demonstration by phone at (044) 501 85 46, (044) 501 85 47 or by emailThis email address is being protected from spambots. You need JavaScript enabled to view it. 

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