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Absalon CRM

Absalon CRM Modules:
  1. Marketing
  2. Sales
  3. Project Management
  4. Resource Planning
  5. Case Management
  6. Service Management
MARKETING The marketing module in Microsoft Dynamics CRM is, together with Absalon CRM, covering marketing lists, customer categorization, account plans, event management and more. Microsoft Dynamics CRM
  • Support and registration of marketing activities for reporting, follow up and management
  • Marketing lists: Create dynamic marketing lists, that update subsequently, as well as static marketing lists. Full Outlook integration with mailing possibilities straight from the marketing lists.
  • Create process support for your marketing activities, both simple and complex ones
Absalon add-on
  • Categorization of customers based on needs of the organization and the area such as industry, sector or geography
  • Event Management, gather all the information in one place. Contacts as event participants and their status at the event, check list for the event, document management through SharePoint
  • Training Management with courses and participants, reuse data you previously created
Microsoft add-on products for marketing
  • With Microsoft Social Listening you have the possibility to capture activities on social media, arrange searches based on key words and visualize in nice dashboards with graphs and lists
  • Dynamics Marketing gives you the possibility to take care of digital marketing, like newsletters and leads generation, with automation if you like
User experience
  • Full integration with Outlook contacts and activities
  • Good follow-up possibilities with graphs and views
  • Consistently easy to use interface
SALES Absalon add-on extends the sales module developed from the already well-defined sales support that comes with Microsoft Dynamics CRM. With Absalon add-on the updating of data goes even faster, and administration time is reduced. Microsoft Dynamics CRM
  • Business Process Flow with guiding steps in order to complete the sales process
  • Track meetings and emails to your sales activities
Absalon add-on
  • Dynamic sales processes, helping you to follow the sales processes that apply to you
  • Support for several simultaneous sales processes
  • With Absalon add-on it’s easy to follow which customers you have contacted (and not contacted) for a certain period of time
  • Customer Plans for targeted customer strategy on activity level with follow-up possibilities
  • Opportunities to follow up recurring income over time
User experience
  • Full integration with Outlook contacts and activities
  • Good follow-up possibilities with graphs, views and dashboards
  • Quick update of progressive sales processes
PROJECT MANAGEMENT The module for project management in Absalon CRM gather all information at the one place, where everybody has access to the same material and receives the latest updates. By gathering all the functionality in the same place, in the CRM, you utilize already existing information about customers, contacts, and activities. Microsoft Dynamics CRM
  • Integration with Outlook activities, track emails and other activities in your projects
  • Integration to SharePoint for document management
Absalon add-on
  • Start from one of your predefined project model
  • Add project activities for each unique project
  • With the ability to follow the people who are relevant to the project
  • Spread the responsibility on project activities and project logs
  • Time reporting on projects and/or project activities
  • Do follow-up on the budget and hours towards activities and timesheets
  • - Analyze and visualize through views, graphs and dashboards
User experience
  • Access to the same information with the possibility of access control through security roles
  • Connect to SharePoint for an integrated experience
  • Visualize to illustrate the project's success or warning signs
  • Simple time reporting
RESOURCE PLANNING With Absalon resource planning, resources can be booked for projects in different plans. Statistics and data for the plans are clear and you can follow the progress of work. By gathering all the functionality in the same place, in the CRM, you utilize already existing information about customers, contacts, and activities. Microsoft Dynamics CRM
  • Integration with Outlook activities, track emails and other activities in your projects
  • Integration to SharePoint for document management
Absalon add-on
  • Support for multiple simultaneous resource plans with the same or different resource members
  • Save time by copying a resource allocation over time
  • Duplicate resource allocations for faster input
  • Use the built-in graphs to follow allocations as tools to plan for the future and utilize resources maximum
  • Resource allocation to projects and project activities
User experience
  • The user interface is familiar from other parts of the CRM, instant buttons and custom components make your work easier and graphs provide an instantaneous updated picture of the resource plan.
CASE MANAGEMENT Case management is a major part within CRM and Absalon add-on contains additional functionality which works well with existing Microsoft Dynamics CRM components. By gathering all the functionality in the same place, in the CRM, you utilize already existing information about customers, contacts, and activities. Microsoft Dynamics CRM
  • Follow-up on contractual commitments for SLA
  • Case registration with automatic update of entitlement terms, e.g. number of cases or hours, according to agreement
  • Business Process Flow with guiding steps in order to complete the support process
  • Cases automatically created based on in-coming email
  • Support for case management through queues, and automatic routing of cases to queues
Absalon add-on
  • Dynamic defined process for case management and follow-up. Here you can have one or more processes at the same time, to adapt the work for each unique case.
  • Possibilities to do time reports on projects and/or cases
  • Case management within projects
  • Possibility to continuously follow up aggregated statuses of open cases through graphs, views and dashboards
  • Possibility to build a knowledge database based on recurring problems
User experience
  • Simple and easy to use web interface
  • Clear responsibilities for users in the process
  • Full integration with Outlook contacts and activities
  • Good follow-up possibilities with graphs and views, for cases as well as users
  • Possibilities for follow-up that suits your organization
SERVICE MANAGEMENT Microsoft Dynamics CRM has built-in support for service, which Absalon add-on has expanded with support for service plans, installation, recurring and scheduled service cases. By gathering all the functionality in the same place, in the CRM, you utilize already existing information about customers, contacts, and activities. Microsoft Dynamics CRM
  • Case management with SLA
  • Microsoft Dynamics CRM has functionality for contract management that will help you get an overview of periods, rates and currencies etc
  • Integration with Outlook activities
Absalon add-on
  • Installation management for the identification of existing installations such as machinery, equipment and products at your customers
  • Add and follow the installation components
  • Service Plans: add installations to a service plan and get control over when and where the services will be performed
  • Work on the field, on- and offline, with Absalon Service app
  • Follow up the maintenance work historically and onwards
  • Register service cases within service plans, for installations and users
  • Create service orders after completing the work, use it for billing purposes and sign in our mobile app solution
Microsoft add-on products for Business Intelligence
  • Use Microsoft Business Intelligence, e.g. Power Pivot, to clarify the status and plan the work in the best way
User experience
  • With an easy to use interface and great opportunities for visualization on the user level, the work can be planned in the best way to exploit the resources right and follow-up service based on contract level.
  • With Absalon Service app, users can work online or offline and quickly enter new data.
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Absalon CRM for Consumer Goods

Absalon Consumer Goods – For the Sales Manager Absalon CRM for consumer goods is based on the most widely used processes in sales within the industry. The solution will help the company strengthen its brands while minimizing the time spent on administration. Absalon Consumer Goods – For the Sales Rep Sales representatives’ main focus is to spread information about the various products and brands that their company offers the market. An important task is to report received feedback acquired during the meeting so that the brand can be strengthen even further in the future. With Absalon add-on, we combine a solid database of CRM with efficient processes to report sales meeting, limiting the time spent on administration, and all this is achievable through mobile devices and computers. Absalon Consumer Goods – For the Sales Manager Microsoft Dynamics CRM
  • Manage products, product groups, brands, price lists and discounts
  • Use the built-in marketing lists to reach accounts and contacts
  • Take advantage of Microsoft CRM dashboards, views and charts to track the progress of sales work day by day
  • With Microsoft Social Engagement, you can monitor social media activities and gather information based on keywords, such as the company's brands
Absalon add-on data setup
  • Organize and guide your sales force by creating business plans, t  erritory plans and action plans
  • Prepare materials for each brand so that the sales team works effectively at each sales meeting, and report back meetings directly
  • Understand how the business develops by following up on the data that the sales representative reports after meetings
  • Add up the presentation materials, CLM, that the sales representative can present on their mobile devices or laptops, at sales meetings. Smoothly report feedback back into the system immediately after the meeting
  • Keep track of the distribution of your products on the shelves at your customers
  • Track awareness for your brands at organizations and contacts
  • Manage expenses and product samples to customers
  • Use Absalon add-on to create events and invite contacts
Absalon add-on facilitates for the sales reps
  • Plan a week effectively using Absalon Sales Cockpit as a visual tool for sales meetings 
  • Find your way to customers with help of the map of Absalon add-on that creates the best route
  • Plan for distribution materials and samples ahead and check so sales representatives have what they need for the week
  • Set up the data so that the sales process is made more uniform and streamlined, and time spent on administration is limited
  • Use pre-defined messages, feedback and CLM for each brand
  • The recurring user interface for reporting sales meetings accelerates the reporting process
Absalon Consumer Goods – For the Sales Rep Microsoft Dynamics CRM
  • Use the built in marketing lists to contact organizations and contact persons with similar features
  • Microsoft CRM dashboards, views and charts helps you following the sales work day by day and see what needs to achieve to reach the set goals
Absalon add-on data setup
  • Use the built-in map function to locate your contacts and plan the best possible route 
  • Plan your week using Absalon Sales Cockpit, which gives you a good overview of the week's various sales meetings
  • Evaluate how your message has been received by the various contact persons
  • Set up action plans with predefined messages and feedback, CLM and hand-out materials
  • Copy an action plan and recycle the data that is already available in the system
  • Create sales meetings on an action plan to auto generate the data that you will use in your sales meeting, and report the meeting in the system afterwards
  • Check contribution margin ratio for each contact in your plan so that you reach your goals
  • Invite your contacts to events with a few simple steps
Consumer Goods Sales Rep App
  • Absalon Sales Rep App works both online and offline, which allows you to report the meetings no matter where you are
  • The user experiences that the app is easy to understand and easy to use
  • Filtering data in the app to match the needs you have as a sales rep and makes it easier to report meetings
  • Get the contact person's signature on the location of the samples that you handed out
  • Switch between the laptop and the app to find the most efficient way to work
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Asteril CRM (Астерил)

Комплексное решение В нашей CRM объединён функционал поиска и взаимодействия с клиентами. Оказания им услуг и ведения складского учета. Отслеживание доходов и расходов. Постановка и контроль задач. Автоматизация Все рутинные операции автоматизированы. Отслеживания передвижения товаров, обработка прайсов поставщиков, интеграция с бухгалтерией, службами доставки и взаимодействие с партнерами. Современный подход Работа в браузере с любого современного устройства и любого уголка мира. Возможность реализации любого пожелания клиента. Шифрование данных и резервное копирование.       Какие задачи Астерил решает в Вашем бизнесе 
  • взаимоотношения с клиентами
  • необходимая аналитика
  • финансовый учет
  • продажи
  • интеграция с другими системами
  • работа с мобильных устройств
6 причин обратиться именно к нам 
  • Отсутствие ежемесячной оплаты, одна цена для любого количества сотрудников
  • Реализация любых бизнес-процессов, алгоритмов и формул для Вашего бизнеса
  • 100% внедрение
  • Интеграция с любыми сервисами (E-mail, Viber, WhatsApp, 1C, телефония и т.д.)
  • За счет наработанного кода сможем предложить хорошую стоимость и проверенные решения
  • Наши аналитики возьмут на себя большую часть работы по анализу потребностей Вашего бизнеса
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Cloze CRM

  • Automatic - Everything about the people you know in one place, pulled together for you.
  • Smart - We learn who is important to you and remember things when you don’t.
  • Proactive - Cloze prompts you to keep in-touch, with the right context at your fingertips.
  • No more data entry - Cloze automatically keeps track of your email, phone calls, meetings, documents, Evernote, LinkedIn, Facebook and Twitter. And everything from dozens of other services.
  • Never miss a follow-up - Cloze’s learning algorithm knows who is important to you and automatically prompts you when it is time to reach out, so you’ll always be on top of your customers and pipeline.
  • You're always prepared - Cloze is like having a personal assistant that keeps you on top of your relationships.
  • Heading into a meeting? Cloze tells you exactly where you left off — with the context from Evernote, email, calls, social, documents and past meetings for every attendee.
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Copper

One central system Copper is the crm for Google that organizes files, emails and activities across your teams and departments. Finally, all your customer moments in one place so you can work deals and relationships with the full picture and context. Sell from your Inbox As the recommended Google apps crm, Copper’s native G Suite integration allows you to nurture leads and close deals from Gmail. Plus, Copper looks and feels exactly like G Suite apps so there’s no coaching or training needed for full team adoption. Zero data entry Copper is the crm for Google that scrapes and captures all of your contacts, emails and other crucial account details so everything’s automatically there and ready for you to start selling. Automated workflows Copper streamlines your selling processes and best practices with workflow automation. Every seller gets personal notifications so they can move deals forward, faster with the recommended Google apps crm. Insights from lead to close Copper automatically captures all of your data so you get reports you can trust and act on. With advanced reporting, dashboards, leaderboards and customizable pipelines you will have the real-time analytics and insights to help you close more and make smarter decisions. Work instantly Implementing Copper is so fast and easy, you’re up and running in minutes. All data is automatically populated from Gmail, and it’s easy to configure from there. No more wasted budget on the endless customizations. Copper, the recommended Google crm works instantly. Integrate with any tool: Copper – the crm software for Google apps also integrates seamlessly with your favorite apps to automatically capture every detail and help you close deals faster.
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CRM-system bpm’online

Process-driven CRM for marketing, sales and service bpm'online CRM software supports multiple devices types bpm’online studio Intelligent business process management and low-code platform for rapid application development. bpm’online marketing Multichannel marketing software to deliver demand generation excellence. bpm’online sales Sales force automation to manage the complete sales cycle — from lead to repeat sales. bpm’online service Innovative customer service tools to deliver exceptional customer experience. Bpm’online was recognized in Gartner’s 2016 Magic Quadrant for Sales Force Automation, included in Gartner’s 2016 Magic Quadrant for CRM Lead Management, and recognized in latest Gartner 2016 Magic Quadrant for the CRM Customer Engagement Center. Bpm’online was named a Leader in The Forrester Wave™: CRM Suites for Midsize Organizations, 2016. In addition, bpm’online has been recognized as a Strong Performer in The Forrester Wave™: Lead-To-Revenue Management Platform Vendors, 2016; The Forrester Wave™: Sales Force Automation Solutions, 2017 and The Forrester Wave™: Customer Service Solutions For Midsize Teams, 2017. Process-driven CRM
  • three reasons to choose bpm'online CRM systems
  • Align marketing, sales and service on
  • a single CRM platform
  • Gain the agility to change processes in
  • the CRM faster than ever
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eGain CallTrack

eGain CallTrack will enable you to provide consistently effective interactions across social, web, contact center, and mobile channels. The result? Healthy, profitable, and long-lasting relationships with your customers! Streamline and automate service processes Service process automation is key to driving operating efficiency in your contact center. eGain CallTrack leverages the power of eGain Customer Engagement Hub™ platform (eGain CEH™) to help streamline and automate processes. Using the visual workflow designer, you can set up pre-routing, handling, and post-routing business rules to drive consistency and efficiency through your contact centers. Effectively categorize interactions Categories and resolution codes are assigned automatically as well as manually. Effective classification helps deliver valuable customer feedback and service trends to your product and marketing team. Make agents more productive Agent costs, typically, account for over 50% of contact center expenses. Increase agent productivity through a unified agent desktop that eliminates the need to switch applications and improves access to information. Agents have access to:
  • Complete customer information, including interactions through other channels
  • The common knowledge base
  • Subject matter experts through collaboration tools
  • Multimedia interaction tools such as chat and web cobrowsing to help customers
  • Auto-summarization and note-taking facilities
Resolve issues quickly eGain CallTrack offers the industry’s most comprehensive knowledge management tools for resolving cases:
  • Agents, across channels, have one-click access to eGain Knowledge Base.
  • Agents can find information through FAQ lists, browsing, searching, and guided help (supported by eGain’s pioneering reasoning engine).
  • Agents can also contribute to the knowledge base.
Monitor and track every call Priorities and SLAs are assigned automatically, and alarms are triggered when SLAs are likely to be missed. In addition, managers and supervisors can:
  • Use real-time monitors to oversee queues or agents.
  • Check the audit trail of interactions to ensure correct handling.
  • Run reports to analyze call volumes, SLAs, agent productivity, knowledge base usage, and query trends.
Integrate multichannel customer communications eGain CallTrack is one of the many modular applications in eGain, which helps businesses set up omnichannel customer engagement hubs. Use other eGain products to enable escalations to and from self-service, live chat, email, and social interactions.
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eGain Mail

An integral part of the eGain suite for customer service, eGain’s email management software offers:
  • Predefined workflows to manage incoming email and webform enquiries. Contains service level agreement (SLA) triggers to automate email routing and monitoring.
  • Intelligent parsing of the content of all inbound email queries. Ability to send auto-responses and recommend responses to agents.
  • Tracking of all customer queries.
  • Complete customer information and interaction history, across channels, available to email customer service agents, enabling informed interactions.
  • Access to the centralized knowledge base that enables contact center agents to accurately resolve complex inquiries and processes. The agents can also contribute to the knowledge base thereby capturing invaluable expertise on the fly.
  • Varied collaboration options with experts within and outside the system.
  • Comprehensive analytics and real-time alarms for operational performance management
Administrator
  • 100% web-based email management software enables remote and easy administration
  • Fine grained control over user access, role, and permissions
  • Immediate, scheduled, and out-of-the-box reports
  • Multichannel and channel-specific analytics
  • Widest range of deployment options — inhouse implementation, subscription-based hosted delivery, and managed services for remote administration of licensed software
Email Agent
  • Complete customer information and interaction history, across channels, available to email customer service agents, enabling informed interactions
  • Automated service processes for the email channel, such as auto-replies, auto-suggestions, and auto-acknowledgements improve productivity
  • Web-based consoles for a range of users: Agents, supervisors and managers, business analysts, knowledge authors, programmers, and system administrators
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Eptica Customer Engagement Suite

Knowledge Base Putting knowledge at the heart of your customer service Eptica offers an engaging, accessible, dynamic, rich and well structured knowledge base to improve the efficiency, quality and consistency of information across sales and customer service channels. The Eptica Knowledge Base learns from the way it is used which content is best for answering a specific question. Every interaction with the knowledge base continues to refine and enhance the relevance of content. The system combines knowledge with the multichannel customer contact history, which together enable agents to optimize the effectiveness of their customer interactions. Using search and query histories from customers and agents, content is automatically and dynamically prioritized and made available where it is needed. Agents can also highlight content gaps as they work, simply by selecting a tick box which puts questions that need answers into the content management workflow.  Information to answer questions need only be created once to be available to all customer service channels. Different departments can be responsible for information and incorporated into the content workflow. Every interaction with the knowledge base continuously enhances and refines the relevance of content, helping to keep the knowledge base up-to-date. Eptica enables organizations to build upon a centralized knowledge base that can be rolled out across multiple contact channels with ease. For example, it can be searchable by customers online and it can also be integrated with workflow to ensure contact center responses are consistent and efficient via email, calls and chat. A centralized knowledge base delivers relevant, accurate and consistent knowledge across channels for agents, back office staff and for customers, creating competitive advantage and delivering the best possible customer experience. Eptica Linguistic Services Winner of International Expo CRE Innovation Award for ‘CRE Innovative Digital Linguistics EngineUnderstand what customers really mean Delivering consistent, rapid and personalized responses to consumers, based on understanding the tone and style of the language they use is critical to Customer Service excellence. Linguistics helps by automatically analyzing incoming interactions, prioritizing them based on tone, forwarding to the most relevant agent or department and suggesting relevant answers. This not only increases efficiency but provides unparalleled insight into customer behavior that can link into Big Data and Voice of the Customer initiatives. At Eptica, linguistics is at the heart of our entire product set. Eptica Linguistic Services™ is the engine that powers all of our linguistic capabilities, driving service excellence by embedding it across every channel: Our advanced Natural Language Processing automatically analyses incoming interactions to detect key message elements, language and sentiment, enabling queries to be quickly routed to the right agent, along with recommended responses. Sentiment analysis of the language used in incoming communications gives immediate insight into how happy an individual customer is - and allows you to prioritize resources accordingly. By understanding the context of questions asked, our Linguistic Search feature delivers faster, more accurate answers to customers, whatever type of language they use, as well as providing powerful insight into customer behavior, which feeds into Voice of the Customer programs. Eptica Linguistic Service is supported by Eptica's in-house team of linguists, ensuring it continues to develop and evolve as language changes now and in the future. Benefits:
  • Achieve Higher First Contact Resolution (FCR) rates
  • Deliver high quality answers, faster to increase efficiency
  • Listen to the Voice of your Customers to best meet their needs
Organizations need an innovative approach to deal with their increasing customer service challenges without having to sacrifice cost, quality or speed of response. Applying techniques based on linguistics will enable you to tackle your challenges by closer, more automated understanding of what your customers are saying. Interaction Workflow Eptica’s workflow is designed to support the processing and management of all inbound and outbound customer requests and interactions that take place across multiple channels. For example, when a customer sends an email or submits a web form Eptica captures the inbound message and create a workflow item to manage that interaction. Eptica automatically profiles each inbound message in order for it to be visible to the appropriate team and given an appropriate level of priority. Eptica also uses the results of the computational linguistic analysis to be able to push to agents highly relevant knowledge articles which will assist the agent in correctly handling and responding to the inbound request.
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Microsoft DYNAMICS CRM

Microsoft Dynamics CRM is a customer relationship management software package developed by Microsoft focused on enhancing the customer relationship for any organization. Out of the box, the product focuses mainly on Sales, Marketing, and Customer Service sectors, though Microsoft has been marketing Dynamics CRM as an XRM platform and has been encouraging partners to use its proprietary (.NET based) framework to customize it. In recent years, it has also grown as an Analytics platform driven by CRM. The CRM Solution can be used to drive the sales productivity and marketing effectiveness for an organization, handle the complete customer support chain, and provide social insights, business intelligence, and a lot of other out-of-the-box functionalities and features. As a product, Microsoft Dynamics CRM also offers full mobile support for using CRM apps on mobiles and tablets. As of writing this tutorial, the latest version of CRM is CRM 2016. However, in this tutorial we will be using CRM 2015 Online version as it is the latest stable version as well as frequently used in many organizations. Nevertheless, even if you are using any other versions of CRM, all the concepts in the tutorial will still hold true. Microsoft Dynamics CRM is offered in two categories − CRM Online CRM Online is a cloud-based offering of Microsoft Dynamics CRM where all the backend processes (such as application servers, setups, deployments, databases, licensing, etc.) are managed on Microsoft servers. CRM Online is a subscription-based offering which is preferred for organizations who may not want to manage all the technicalities involved in a CRM implementation. You can get started with setting up your system in a few days (not weeks, months or years) and access it on web via your browser. CRM On-Premise CRM on-premise is a more customized and robust offering of Microsoft Dynamics CRM, where the CRM application and databases will be deployed on your servers. This offering allows you to control all your databases, customizations, deployments, backups, licensing and other network and hardware setups. Generally, organizations who want to go for a customized CRM solution prefer on-premise deployment as it offers better integration and customization capabilities. From the functional standpoint, both the offerings offer similar functionalities; however, they differ significantly in terms of implementation. The differences are summarized in the following table. Source: https://www.tutorialspoint.com/microsoft_crm/microsoft_crm_overview.htm
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NetSuite

NetSuite features include: •Customer Relationship Management - Sales Force Automation - Marketing Automation - Customer Support and Service - Incentive Management - Offline Sales Client - Partner Relationship Management •Financials/ERP - General Ledger - Accounts Receivable, Accounts Payable - Advanced Financials - Revenue Recognition - Budgeting - Multi-currency - Order Management and Fulfillment - Time and Billing - Purchasing - Inventory Management - Drop Shipment/Special Order - Integrated FedEx® Shipping Functionality - Integrated UPS OnLine® Shipping Tools - Standard, Customizable Reports •Ecommerce - Database Driven Web Site/Web Store - Front- and Back-Office Integration - eBay Integration - Credit Card Processing, PayPal - Affiliate Marketing - Customer Acquisition - Customer, Partner Self-Service - Web Site Analytics •Employee Management and Productivity - Role-based Dashboards - Group Calendaring and Collaboration - Employee Records - Expense Reporting, Purchase Requisitions - Employee Self-Service NetSuite is the first solution to deliver on the promise of intelligent, integrated and simpler applications for growing and midsize businesses. NetSuite is intelligent. The system holds all corporate data in a single database, giving you access to your key performance metrics on a customizable, real-time dashboard. As a result, NetSuite enables you to make better, faster decisions. NetSuite is integrated. Within a single, powerful application, it combines complete customer-facing CRM and Ecommerce capabilities with back-office Accounting/ERP and self-service portals for partners. As a result, it allows companies to unite fragmented data and automate processes from end to end. NetSuite is simple. With NetSuite, implementations are both faster and less expensive than traditional business applications. Modularity enables phased implementations according to your company’s need. In addition, click not code and advanced customization supports business as you define it. As a Web-based on-demand solution, NetSuite significantly reduces your total cost of ownership (TCO). Why NetSuite? Unify Business Processes across the Enterprise With a single, integrated platform for CRM, Accounting/ERP and Ecommerce, you can automate key business functions across all departments, including sales, marketing, service, finance, inventory, order fulfillment, purchasing, and employee management. Your employees no longer have to re-enter data in different systems, rectify inconsistent or inaccurate data, or wait for batch updates. Instead, all your employees view and share accurate data in real time, leading to greater collaboration among departments and increased productivity across your business. Increase Visibility for Better Decision Making Customizable Dashboards offer real-time access to key performance metrics, supporting intelligent, timely business decisions. In addition, full visibility into unified customer records results in more efficient and highly personalized sales, fulfillment, and service processes. Extend Processes to Customers, Suppliers, and Partners Given today’s need to work closely with partners through an extended enterprise, NetSuite offers selfservice portals that enhance both B2B and B2C collaboration. In addition, proactive notification of partner-specific events accelerates process cycles and improves responsiveness, ensuring your position as a preferred partner. Customize and extend NetSuite with SuiteFlex NetSuite is the world’s most customizable ASP. Click not code configuration and modular implementations jumpstart your business on NetSuite. Advanced customization with simpler, industry standard tools allows you to tailor business practices and processes to meet your specific company and industry requirements. Because our customization carries forward seamlessly with upgrades, we actually encourage you to highly customize NetSuite—make it your one-of-a-kind software application. Get Superior Value with an Affordable Solution Built from the ground up for growing and midsize businesses, NetSuite offers affordable pricing, accelerated implementation, and comprehensive support packages that results in unbeatable TCO. Plus, you eliminate the costly and time-consuming integration often associated with using a patchwork of disconnected systems. NetSuite also provides leading-edge professional services and educational programs that ensure efficient implementation and continued, long-term success.
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Pipedrive

Plan your activities Because you cannot control outcomes, only your activities, Pipedrive helps you plan your actions so that no deal falls through the cracks. Track everything Pipedrive will track everything about your deals, from the conversations you’ve had to all the people involved in them. Easily manage deals Our visual pipeline lets you intuitively understand where all your deals are and move them forward toward a win. Work smarter With plans in place and your sales organised, you can execute with confidence, knowing that you’re working smarter, not just harder. What makes us different Activity-based sales We’ve built our activity-based selling methodology right into the software. You’ll always know which actions need your attention next, as you focus on the aspects of selling that are under your control. Simple to use Our software may be complex, but using it certainly isn’t. We focus on intuitive interfaces, clean layouts and a simple user experience, which is why 9 out of 10 people claim to actively enjoy using Pipedrive. Easy to customise We know all businesses are not the same, which is why we give users complete freedom to customise Pipedrive. Make our software serve your needs exactly, with an ever-growing list of integrations to explore.
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Workbooks.com

Workbooks CRM helps you run campaigns and generate more quality leads.  We give you the tools you need to execute your marketing strategy and measure ROI. Features to support Marketing Success Data Management, Profiling & Targeting Gather business intelligence on your target accounts/market. Manage all your accounts/contacts within your CRM. Target your ‘ideal’ customer, based on their profile.  Email Campaigns Segment your database. Use templates to send targeted email messages or integrate directly with leading email marketing providers such as MailChimp or dotmailer. Gain visibility of all prospect/customer interaction and track key metrics (such as open and click rates) against relevant marketing campaigns. Event Management Plan, organise and promote live events, webinars or training courses from within Workbooks CRM. Allow delegates to self-register and automatically manage scheduled communication to contacts.  Lead Scoring Allocate criteria to help sales and marketing prioritise their time. Distribute leads to the right teams for follow-up. Use scoring to ensure sales spend their time following-up on the deals most likely to convert. Website Analytics Turn anonymous traffic into sales by discovering who was on your website and what pages they viewed. Knowing visitor interests prior to a call will help sales conversion rates and marketing can nurture more effectively by sending the most relevant information. Supplier Management Typically you will have a multitude of partners who provide you with marketing services such as lead purchase, email marketing, lead nurturing, event management, design & print contractors etc. Track and manage these suppliers in Workbooks so the relevant information is stored in one place. Track Marketing Activities Manage your/your team's day-to-day workload and keep on top of outstanding actions to ensure project milestones are hit and campaigns are delivered on time. Tasks and Meetings can be associated with specific marketing campaigns to provide full visibility. Telemarketing Campaigns Data can be segmented and added to Marketing Campaigns to enable Telemarketing teams to focus on delivering targeted messaging. Track progress and review performance easily and effectively. Lead Management Identify your most profitable lead channels by tracking the source of your leads. Automatically assign leads to Marketing Campaigns. Categorise your leads and harvest relevant contact information in one place to help you convert more prospects into sales. Website Lead Capture Automatically capture leads from your website, assign them to queues/campaigns and notify your sales team members. Marketing Metrics Capture key information such as campaign ROI, lead volumes by source, lead conversion. Use Dashboards and Reports to ensure you have real-time information at your fingertips rather than spending time manually updating outdated spreadsheets. POs Management Manage your marketing expenditure more effectively. Raise Purchase Orders and track marketing expenditure for goods or services you are purchasing. Easily identify the current status of Supplier Orders and whether they have been approved/paid/delivered. Workbooks CRM enables you to work more effectively, to better identify opportunities, close more deals and grow revenue. Features to support Sales Success Contact Management & Prospect Profiling Use every interaction with a prospect to further your business intelligence. Capture knowledge, map relationships and segment your data to improve sales prospecting. Sync everything with Outlook, Microsoft Exchange/Office 365 or Google Apps. Opportunity Management Manage sales opportunities, improve conversation rates, drive best practice across your sales team and grow revenue. With a CRM system undermining your sales execution, you can ensure that your Sales people share a common methodology, understand where their prospects are in the sales process and address their needs effectively - ultimately increasing closure rates. Sales Performance Metrics Generate Reports and Dashboards that give you insight into your sales pipeline and performance. By understanding your sales performance you can improve execution, increase conversion rates and grow your revenues. Quotations Build professional looking quotations in a matter of minutes. Standardise terms and conditions, control discounting and ensure quotations are followed-up effectively. Tracking Sales Activities Record Sales Activities to ensure that Opportunities are progressed effectively and no calls are overlooked. Analyse which activities are the most productive and replicate these as best-practice examples for the whole team. Sales Forecasting Enable your sales people to forecast effectively. Identify your ‘best case’ and ‘commit’. Determine how likely those deals are to close and if your team is likely to hit target. Generate Reports and Dashboards to provide real-time visibility to sales teams and managers. Existing Account Management Manage your customers more effectively by using the data held in your CRM. Understand your customer landscape, improve retention rates, up-sell within an account. Improve your customer service. Order Creation & Processing Create and manage orders within your CRM. Turn quotes into orders with a single click and track the status of orders as they are fulfilled and invoiced.
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Zendesk Chat, Zendesk Support

Zendesk Chat Features:
  • Anticipate customer questions and offer help when—and where—they need it most.
  • Raise your sales. Customers are 3X more likely to make a purchase when you reach out with a chat.
  • Less wait, more happy. Chat and messaging let agents help more customers in less time, which means happier customers more of the time.

Zendesk Support Features:
  • Customer service for humans. Build trust with customers by offering responsive, personalized, support on the channels they prefer.
  • Powerfully productive agents. Set agents up for success with effective tools for collaboration, information gathering, and automation.
  • Self-service satisfaction. Give customers 24/7 support with easy access to the answers they need, wherever they are.
  • Easy does it. Relationships with customers can be complex, but the tools to manage them shouldn’t be. Zendesk Support is intuitive, built with customer support agents in mind. And set-up takes days, not months, which means less training for agents and happier teams overall.
  • Make it yours. Zendesk Support is designed to be flexible because no two businesses are exactly alike. Configure any workflow, from the simplest to the most complex, extend your agent’s help desk with hundreds of available apps, or design sophisticated customizations with our API. Everything is possible.
  • Come to a better understanding. Zendesk Support provides clear visibility into customer interactions, which helps better serve their needs. This is important because personalized service requires greater context. Using our customer analytics and machine learning capabilities, you can better understand and predict customer satisfaction, measure performance, and uncover actionable insights across your data.
  • Our people are your people. Zendesk Support is backed up by a team of experts. Our Advocate Team offers worldwide support across email, phone, and chat – helping you solve problems, not just tickets. Our Success Team can also work as an extension of your team. Through focused service engagements, we can set goals and create strategies across all stages of growth to optimize the experience for your customers.
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ZENDESK Chat, ZENDESK Support, Zendesk Guide


Zendesk Chat Features:
Anticipate customer questions and offer help when—and where—they need it most. Raise your sales. Customers are 3X more likely to make a purchase when you reach out with a chat. Less wait, more happy. Chat and messaging let agents help more customers in less time, which means happier customers more of the time.
Zendesk Support Features:
  • Customer service for humans. Build trust with customers by offering responsive, personalized, support on the channels they prefer.
  • Powerfully productive agents. Set agents up for success with effective tools for collaboration, information gathering, and automation.
  • Self-service satisfaction. Give customers 24/7 support with easy access to the answers they need, wherever they are.
  • Easy does it. Relationships with customers can be complex, but the tools to manage them shouldn’t be. Zendesk Support is intuitive, built with customer support agents in mind. And set-up takes days, not months, which means less training for agents and happier teams overall.
  • Make it yours. Zendesk Support is designed to be flexible because no two businesses are exactly alike. Configure any workflow, from the simplest to the most complex, extend your agent’s help desk with hundreds of available apps, or design sophisticated customizations with our API. Everything is possible.
  • Come to a better understanding. Zendesk Support provides clear visibility into customer interactions, which helps better serve their needs. This is important because personalized service requires greater context. Using our customer analytics and machine learning capabilities, you can better understand and predict customer satisfaction, measure performance, and uncover actionable insights across your data.
  • Our people are your people. Zendesk Support is backed up by a team of experts. Our Advocate Team offers worldwide support across email, phone, and chat – helping you solve problems, not just tickets. Our Success Team can also work as an extension of your team. Through focused service engagements, we can set goals and create strategies across all stages of growth to optimize the experience for your customers.
Zendesk Guide Features:
  • Grow what you know. Capture your agents’ collective knowledge and build on it over time to respond to support requests more effectively.
  • Give them the good stuff. Give customers the most relevant answers and information automatically—and in context—for a faster self-service experience.
  • Be better with bots. AI powered Answer Bot can resolve high-frequency, low-touch tickets by sending customers relevant articles while they wait for an agent.
  • Get smarter as you go. Measure and score the popularity and effectiveness of your content to see what needs work, and what you should write next.
  • A powerful pair. Zendesk Support works with Guide to make your knowledge base smarter. When customers use self-service, Guide tracks that activity and sends it to Support in the form of contextual insights in Pathfinder that help agents analyze customer activity and solve tickets faster. This info is fed back into Guide, which continuously improves and refines the info it offers to both agents and customers.
  • You have what it takes. With Guide, setting up a well-stocked knowledge base is easy. The Knowledge Capture app allows agents to turn every customer interaction into new content, flag old content for improvements, and even search for articles to share in tickets. This continuous feedback loop creates a treasure trove of knowledge for agents—both new and old—and helps get your self-service up and running right out of the gate.
  • Know thy self-service. Guide lets you create a single version of your content and then distribute it everywhere at once. You don’t have to worry about device incompatibility or what version of content is out in the wild. Articles are automatically optimized so they’re easy to find on search engines or on your own help center. And with Zendesk Embeddables, the most relevant articles are matched and recommended to customers based on their browsing activity.
  • Thanks a bot. The Guide Answer Bot lends agents a helping hand, reducing their workload and freeing them up to focus on problems that require a human touch. Using artificial intelligence, Answer Bot automatically resolves high-frequency and low-touch tickets by suggesting relevant articles to customers while they wait for an agent. And Answer Bot keeps getting smarter. It learns from each customer interaction and trains itself to deliver more relevant and customized content with each solved ticket.
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16
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1.40

ZENDESK Chat, ZENDESK Support, Zendesk Guide, ZENDESK Talk

 Zendesk Chat Features:
  • Anticipate customer questions and offer help when—and where—they need it most.
  • Raise your sales. Customers are 3X more likely to make a purchase when you reach out with a chat.
  • Less wait, more happy. Chat and messaging let agents help more customers in less time, which means happier customers more of the time.
Zendesk Support Features:
  • Customer service for humans. Build trust with customers by offering responsive, personalized, support on the channels they prefer.
  • Powerfully productive agents. Set agents up for success with effective tools for collaboration, information gathering, and automation.
  • Self-service satisfaction. Give customers 24/7 support with easy access to the answers they need, wherever they are.
  • Easy does it. Relationships with customers can be complex, but the tools to manage them shouldn’t be. Zendesk Support is intuitive, built with customer support agents in mind. And set-up takes days, not months, which means less training for agents and happier teams overall.
  • Make it yours. Zendesk Support is designed to be flexible because no two businesses are exactly alike. Configure any workflow, from the simplest to the most complex, extend your agent’s help desk with hundreds of available apps, or design sophisticated customizations with our API. Everything is possible.
  • Come to a better understanding. Zendesk Support provides clear visibility into customer interactions, which helps better serve their needs. This is important because personalized service requires greater context. Using our customer analytics and machine learning capabilities, you can better understand and predict customer satisfaction, measure performance, and uncover actionable insights across your data.
  • Our people are your people. Zendesk Support is backed up by a team of experts. Our Advocate Team offers worldwide support across email, phone, and chat – helping you solve problems, not just tickets. Our Success Team can also work as an extension of your team. Through focused service engagements, we can set goals and create strategies across all stages of growth to optimize the experience for your customers.

Zendesk Guide Features:

  • Grow what you know. Capture your agents’ collective knowledge and build on it over time to respond to support requests more effectively.
  • Give them the good stuff. Give customers the most relevant answers and information automatically—and in context—for a faster self-service experience.
  • Be better with bots. AI powered Answer Bot can resolve high-frequency, low-touch tickets by sending customers relevant articles while they wait for an agent.
  • Get smarter as you go. Measure and score the popularity and effectiveness of your content to see what needs work, and what you should write next.
  • A powerful pair. Zendesk Support works with Guide to make your knowledge base smarter. When customers use self-service, Guide tracks that activity and sends it to Support in the form of contextual insights in Pathfinder that help agents analyze customer activity and solve tickets faster. This info is fed back into Guide, which continuously improves and refines the info it offers to both agents and customers.
  • You have what it takes. With Guide, setting up a well-stocked knowledge base is easy. The Knowledge Capture app allows agents to turn every customer interaction into new content, flag old content for improvements, and even search for articles to share in tickets. This continuous feedback loop creates a treasure trove of knowledge for agents—both new and old—and helps get your self-service up and running right out of the gate.
  • Know thy self-service. Guide lets you create a single version of your content and then distribute it everywhere at once. You don’t have to worry about device incompatibility or what version of content is out in the wild. Articles are automatically optimized so they’re easy to find on search engines or on your own help center. And with Zendesk Embeddables, the most relevant articles are matched and recommended to customers based on their browsing activity.
  • Thanks a bot. The Guide Answer Bot lends agents a helping hand, reducing their workload and freeing them up to focus on problems that require a human touch. Using artificial intelligence, Answer Bot automatically resolves high-frequency and low-touch tickets by suggesting relevant articles to customers while they wait for an agent. And Answer Bot keeps getting smarter. It learns from each customer interaction and trains itself to deliver more relevant and customized content with each solved ticket.
Zendesk Talk Features: Talk is cloud-based call center software built right into the Zendesk Support ticketing system, allowing customer service teams to provide phone support from the same platform they use to manage all other channels. With full customer history, automatic ticket creation, and call recording, agents can focus on conversations instead of workflow.
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Zendesk Support

Customer service for humans Build trust with customers by offering responsive, personalized, support on the channels they prefer. Powerfully productive agents Set agents up for success with effective tools for collaboration, information gathering, and automation. Self-service satisfaction Give customers 24/7 support with easy access to the answers they need, wherever they are.
Easy does it Relationships with customers can be complex, but the tools to manage them shouldn’t be. Zendesk Support is intuitive, built with customer support agents in mind. And set-up takes days, not months, which means less training for agents and happier teams overall.
Make it yours Zendesk Support is designed to be flexible because no two businesses are exactly alike. Configure any workflow, from the simplest to the most complex, extend your agent’s help desk with hundreds of available apps, or design sophisticated customizations with our API. Everything is possible.
Come to a better understanding Zendesk Support provides clear visibility into customer interactions, which helps better serve their needs. This is important because personalized service requires greater context. Using our customer analytics and machine learning capabilities, you can better understand and predict customer satisfaction, measure performance, and uncover actionable insights across your data.
Our people are your people Zendesk Support is backed up by a team of experts. Our Advocate Team offers worldwide support across email, phone, and chat – helping you solve problems, not just tickets. Our Success Team can also work as an extension of your team. Through focused service engagements, we can set goals and create strategies across all stages of growth to optimize the experience for your customers. The interface is the place When you can access all relevant data and activity from a single interface, it’s easy for teams to track customer conversations and pick up where they left off. With Zendesk Support, you have everything you need for better customer conversations, all in one place. Multichannel Zendesk Support brings conventional and emerging channels together, making it easy to connect with customers on their own terms. Multilingual Localized support content in over 40 languages can be dynamically applied everywhere – automations, macros, triggers, and knowledge base articles. Multibrand Unique help centers, support channels, and business rules for multiple brands, regions, or products managed within a single help desk. Business Rules Initiate process triggered by ticket changes or time-based conditions. Start with our built-in best practices and customize to fit any workflow, from simple to the most complex. Macros Create and share macros in order to quickly respond with a standard response and set of actions to common requests. Views Customizable views let agents see their queue based on ticket status, assignee, group, or other conditions. Ticket forms Dynamic request forms quickly give agents the right context, so they’re prepared to offer personalized customer support. On schedule Coordinate your team’s efforts with scheduled business hours, time tracking, and SLAs measured to the minute to ensure you don’t miss a beat. Collaboration Agents can CC coworkers and share information using internal notes on tickets. Live editing shows who is viewing a ticket and any changes they make in real-time.
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Zendesk Talk

Smooth operator Talk is cloud-based call center software built right into the Zendesk Support ticketing system, allowing customer service teams to provide phone support from the same platform they use to manage all other channels. With full customer history, automatic ticket creation, and call recording, agents can focus on conversations instead of workflow. Text by Zendesk
  • Skip the small talk. For quick questions and easy updates, start texting with your customers. Text lets agents receive texts, automate alerts, and send proactive messages. Each conversation becomes a ticket — with built-in workflows, reporting, and full customer history. Best of all, there’s no coding or additional software required.
  • Keep in touch. Having the right tools is the key to keeping phone support running smoothly. Talk offers flexible IVR, group routing, and real-time queue monitoring to avoid bottlenecks. And with analytics that deliver insight into what’s happening, support teams can continue to provide flexible, powerful support as businesses grow and change.
  • Come as you are. Talk is a VoIP system, so setup only takes a few minutes. There’s no need to hire additional technicians, retrain agents, or engage new vendors. The only thing a support team needs to get started is an internet connection, a headset, and ears that are ready to listen.
The basics
  • Local and toll-free numbers. Choose a toll free or local number from over 40 countries or port in an existing number.
  • Inbound and outbound calling. Receive unlimited inbound calls from customers. Follow up or provide proactive support with outbound calls.
  • Unlimited concurrent calls. Make and receive unlimited concurrent calls to support multiple conversations with one phone number.
  • Voicemail. Allow customers to leave voicemails that create tickets with optional transcriptions. Create custom triggers and workflows for quick follow-up and resolution.
  • Customized greetings. Offer branded or localized experiences with multiple greetings for different brands, departments and phone numbers. Record new messages or upload existing audio files for voicemail greetings, available agents, wait, hold and IVR messages.
Making and taking calls
  • Browser-based. Answer or make calls in the Zendesk browser, without any additional phone hardware or equipment.
  • Forward to phone. Forward calls to an external number, providing agents the flexibility to take calls from mobile phones or landlines.
  • Automatic ticket creation. Zendesk automatically turns calls and voicemails into tickets for easy record keeping and issue resolution.
  • Warm transfer. Warm transfer lets agents consult with a new agent before handing off, to make sure the receiving agent is available and ready to help.
  • Call control. Mute and unmute as needed from the call console. Place a caller on hold from the call console to consult with another agent or track down other information.
  • Call recording. Record inbound and outbound calls for easy reference, troubleshooting and QA.
  • Caller ID and history. Automatically surface customer details, including full interaction history from previous emails, chats and other channels, for seamless and personal support.
Routing and queueing calls
  • IVR systems. Route customers to the right agent or department and provide recorded responses for frequently asked questions with multi-level interactive voice response (IVR) systems.
  • Group routing. Group routing directs calls to specific groups or a set of groups in Zendesk, so that callers are connected with the right agent.
  • Round-robin routing. Ensure that calls are always routed to an available agent rather than being lost or sent to voicemail and evenly distributed among support team members.
  • Call queues. Set a maximum wait time and queue size to determine how many incoming callers will be kept waiting for an available agent. New calls that exceed the limits are directed to voicemail.
  • Business hours. Define business hours to let customers know your phone support availability. Calls received outside of business hours are sent to voicemail.
  • Callback from queue. Allow customers to request a callback instead of waiting in a queue for a live agent.
Text
  • Local and toll-free numbers. Choose a toll-free or local number for text support. Where available, use the same phone number for Talk and Text.
  • Inbound SMS. Receive and respond to inbound text (SMS, or short message service) messages from customers. Inbound texts automatically create tickets, and agent replies are sent as texts.
  • Inbound MMS. Receive inbound MMS (multimedia messaging service) so customers can send you photos and emojis.
  • Outbound SMS. Send outbound texts in response to your customers’ texts, or create tickets to send proactive outbound texts using triggers and notifications.
  • SMS notifications. Use triggers to automatically send SMS notifications to customers or agents based on ticket actions.
  • Support workflow. Apply time-saving tools like macros, triggers, and other business automations — so you can scale up your text support easily.
  • Views and Reporting. Text is a channel inside Zendesk Support, so you can manage text support with views and ticket-level reporting.
Monitoring and Reporting
  • Real-time dashboards. Zendesk supports real-time decisions with real-time call data. Interactive dashboards crunch team data down to a granular level, including wait time, hold time, and abandoned calls, so managers can adapt in-the-moment to fluctuations in call volume.
  • Advanced analytics. Track and measure operational performance. Insights help you understand how voice support fits into your multi-channel support strategy.
  • Call monitoring and barging. Ensure call quality and train agents – managers may listen or "barge" into ongoing calls between customers and agents.
Reliability and Services
  • Failover. Failover automatically forwards incoming calls to an alternate number in the unlikely event of a Zendesk outage, ensuring important calls always come through.
  • Global Low Latency. Zendesk Talk is built on enterprise-grade technology with Global Low Latency (GLL) architecture and redundant, clustered architecture for enhanced reliability and high availability.
  • Talk Usage 99.95% SLA. We back our 99.95% usage SLA with service credits and help teams troubleshoot and prevent outages with monthly diagnostics.
  • Twilio infrastructure. Zendesk Talk is built on the Twilio cloud communication platform. Twilio is a leading IaaS company that powers communications for companies including WalMart, Coca-Cola, Uber and Salesforce.com.
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Zoho ContactManager

Get more context. Make smarter decisions.
  • Have one place for all your contacts. Maintain your contacts in a centralized address book, and have a unified view of related tasks, notes, and emails.
  • Track deals, and tasks.Stay on top of your deals, manage your tasks, and follow up on your to-do items. Categorize everything with Tags.
  • Bring your team together. Create, assign custom roles to team members and control who can see what information with predefined user profiles. Stay up-to-date of all the happenings in your team through Feeds.
  • Search intelligently. Quickly find exactly what you want with the intelligent multi-conditional search feature.
  • Use smart templates. Improve your productivity by using smart task and email templates to share best practices with your team. Engage via email & social media.
  • Manage your email interactions. Stay glued with your social media audience and build beautiful customer relationships online.
Zoho ContactManager integrates with
  • Zoho Mail
  • MS Outlook
  • MailChimp
  • G Suite
  • Card Scanner
  • Facebook
  • Twitter
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Мегаплан

Зачем Мегаплан руководителю и сотруднику
  • Делает работу прозрачной
  • Готовит наглядные отчеты
  • Экономит время для ключевых задач
  • Помогает контролировать сроки
  • Управляет продажами
  • Живой рабочий стол
  • Быстрый обзор дел и контроль эффективности
Следите за пульсом компании с рабочего стола. Вы всегда знаете, как чувствует себя бизнес и чем живут сотрудники. Каждый клиент — особая история Мегаплан бережет отношения и не дает забыть о важных событиях Попрощайтесь с бардаком в почте. Письмо от клиента появится в его карточке и на него можно сразу ответить. Никто не забудет, что, кому и когда пообещал. История отношений с клиентами под надежной защитой. Продуманный список задач Оцените продуктивность сотрудников по количеству просроченных задач Мало говорить о том, что работа должна быть наглядной, — мы сделали ее такой. Списки задач стали чище, проще и информативнее. Теперь ничего не мешает заметить проблему и успеть решить ее вовремя. Звонки и письма из Мегаплана Будь в курсе всего общения с клиентом Включите телефонию и подключите почту — общайтесь с клиентами, не выходя из системы. История переговоров останется в компании навсегда.   Удобный чат Когда сотрудники общаются в Мегаплане, задачи решаются быстрее Скорость общения внутри компании порой решающий фактор выживания на рынке. Мы выпустили лучший корпоративный чат из всех, которые когда-либо делали! Теперь на работе никто не общается в сторонних мессенджерах, а вся переписка хранится в Мегаплане. Детальная воронка продаж Отслеживайте каждый этап, чтобы бороться с оттоком Оценивайте каналы продаж — каждый по отдельности или все вместе. Изучайте статистику и смотрите, где теряете больше всего денег. Мгновенное планирование Оцените преимущества распознавания дел и сроков Чтобы быстро поставить задачу или запланировать событие, напишите: «Проверить оплату счета завтра в 10» или «Позвонить клиенту через неделю». Мегаплан сам поймет что это: встреча или звонок, установит правильное время и не даст забыть о намеченном. Автоматические отчеты Мегаплан составит любой отчет и пришлет на почту На подготовку отчетов уходит много времени, но без них не обойтись. Дайте задание Мегаплану и каждую пятницу в 18.00 ждите отчет о работе сотрудников за неделю. У нас есть, у других нет Персональный менеджер, чтобы разобраться Поможет освоиться в Мегаплане и решит все организационные вопросы. Скорая помощь по телефону У нас собственный контактный центр, поэтому ваши вопросы не останутся без ответов. Аудит бизнес-процессов Настроим Мегаплан с учетом вашей специфики. Интегрируем с другими сервисами. Полная история переговоров Мегаплан синхронизируется с почтовыми сервисами и хранит переписку в карточке клиента. Встроенная телефония избавит от покупки АТС, позволит записывать и слушать разговоры. Улучшения каждый месяц Мегаплан не статичная система. Мы слушаем пользователей, развиваем сервис и раз в месяц выпускаем бесплатное обновление. Быстрый старт Добавляйте сотрудников и начинайте работать. Чтобы настроить Мегаплан, не нужен программист. Нам доверяют уже 15 000 клиентов
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The ROI4CIO Product Catalog is a database of business software, hardware, and IT services. Using filters, select IT products by category, supplier or vendor, business tasks, problems, availability of ROI calculator or price calculator. Find the right business solutions by using a neural network search based on the results of deployment products in other companies.