Asana is a software-as-a-service designed to improve team collaboration and work management. It helps teams manage projects and tasks in one tool. Teams can create projects, assign work to teammates, specify deadlines, and communicate about tasks directly in Asana. It also includes reporting tools, file attachments, calendars, and more.

In May 2013, Asana launched Organizations, a way for companies of all sizes to use Asana, reporting tools to help teams monitor project progress, and IT admin tools.

In 2014, Asana launched Calendar View for projects and tasks, its native iOS app, and Dashboards.

In January 2015, Asana released its native Android app. Later that year, the company added team conversations. In September 2015, Asana unveiled a completely redesigned application and brand.

In 2016, Asana added administrator features including member management, team management, and password and security controls. Then, status updates were added so teams could communicate the state of a project to stakeholders, and task dependencies followed in July 2016. In September 2016, the company launched custom fields, “an interface and architecture that will let you tailor Asana’s information management to cover a variety of structured data points”. A few months later, Asana launched Boards so teams could organize and visualize their projects in columns. The Verge reported that, “By integrating lists and boards into a single product, Asana may have just vaulted ahead of its rivals.” The company also released pre-made project templates.

In March 2017, Asana announced its integration with Microsoft Teams, followed by the launch of custom project templates in June. In fall 2017, start dates, a new integration with Gmail, and comment-only projects were released. Also in November, Asana launched its app in French and German.

At the beginning of 2018, Asana launched a new CSV importer so teams could upload their data into the app. In February 2018, the app was released in Spanish and Portuguese. In March 2018, Asana announced a new interactive feature called Timeline, which businesses can use to visualize and map out their projects.

Source: en.wikipedia.org/wiki/Asana_(software)

Trello is project management software that presents a visual collaboration tool. It uses a system of boards and cards that allow teams to create a shared perspective on assigned projects. There is no limit to how many boards, cards, or teams an organization can create. Cards can be dragged and dropped to boards to assign tasks, allowing all team members to see the work that’s getting done and where projects are in the scope of the process.  Cards can be color-coded, labeled, filtered, or archived.

Trello eliminates the need for status update meetings. Comments can be shared on cards to give ideas, feedback, or ask questions. Specific team members can be mentioned in a comment and they are notified in the app, by email, through desktop notifications, or via mobile. Notifications sync across all devices. Trello works on your desktop, iOS and Android devices, and even the Slack platform, allowing teams to work from any location.

Trello allows users to break down tasks and share progress by adding checklists to cards. Deadlines and due dates can be added. Unlimited attachments allow teams to share all the files needed in one accessible space. With the use of “Power-Ups”, Trello uses adaptable features and integrates with many apps that teams rely on, such as Salesforce, Slack, GitHub, Google Drive, Evernote, and others, eliminating the need to move back and forth between apps while working on projects.

With Trello, you’ll be able to do the following:

• Use cards for collaboration and file sharing
• Manage and oversee projects with the drag-and-drop function
• Sync actions and messages in real time across all members
• Monitor team and individual tasks and progress on a single board
• Get notified and updated instantly across devices, browsers, and email
• Invite as many members as you want
• Add labels, set due dates, post comments, build checklists, etc
• Integrate productivity apps you currently use

Not sure Trello is right for your business? Use our Project Management Product Selection Tool to compare other Project Management solutions. Have questions? Call or email one of our unbiased Technology Advisers for a free consultation.

Basecamp is one of the first platforms on the market for complete project management.

In each new project, you can conduct conversations, make text or any other documents, make lists of priority tasks and use the calendar. The administrator is allowed to control the degree of preparation of the project and monitor the activity of each team member. Someone even calls Basecamp a service for exchanging opinions between employees, rather than a project management structure.

Within each Basecamp project, six basic tools are available that will change the business:

• Task list to track work.
• Message board for posting announcements and updates.
• Chat rooms for quick discussions with the team.
• Schedule dates and milestones as a graph.
• Documents and files for organizing all assets.
• Automatic check of modules.

Basecamp is compatible with many applications, widgets and other programs. On the official website are available free and paid add-ons in the following categories:

• Apple iPhone apps
• mobile applications
• reports, schedules and planning
• accounting systems
• software development tools
• time accounting
• desktop widgets
• other additions.

Third-party developers can create add-ons to Basecamp themselves, using an API that adheres to the principles of REST.

There are 4 types of paid accounts that differ in the number of projects and users, the size of the file storage, as well as the availability of time tracking tools. The company provides a 45-day trial period for any of the paid accounts. Also available is a free plan with no time limits, with support for only one project, but without the ability to download files.

Somewhere in all the information bombarding your devices, flooding your inbox and filling your mind is the actual knowledge you need to organize your day, run your projects, manage your team, grow your business and be successful. MindManager unlocks that knowledge, by distilling the scattered ideas and disconnected data surrounding a concept, project or plan into structured, interactive visual maps that make information easy to understand, adapt, act on and share. MindManager versions:

• MindManager for Windows
• MindManager for Mac
• MindManager Enterprise

Capture everything MindManager works like a virtual whiteboard. It lets you quickly capture ideas and information, then organize and contextualize them in the same place. Drag topics around, draw connections between different ideas, and park related notes, links and files where they belong – it all stays contained in one clear, easy-to-navigate map. Organize with ease MindManager maps are the ideal way to plan projects, analyze processes, and consolidate and transfer knowledge. You can track deliverables, due dates, priorities, resources, dependencies and more in a shared visual context. And when things change, you can make adjustments quickly – and immediately clear to everyone. Communicate more effectively MindManager solves problems like missing data, miscommunication and redundancy, by integrating all of the information related to a concept, project or plan from across people, places and platforms into a unified dashboard map that shows you and everyone involved the big picture and little details in the same view. Manage from idea to implementation Move from brainstorming to planning to execution in a single application, and turn ideas into action … right before your eyes.

Todoist is an application that includes many tools for organizing reminders: timelines, recurring deadlines, subtasks, priorities, subprojects, and color coding. With all these options, you can get an idea of ​​everything you need to do just by looking at the screen.

With Todoist, you can also share projects over the Internet with other users. Just choose which tasks you want to share, and then they can be changed by any of the participating users.

Thanks to the integration with Dropbox and G-Drive, you can also easily add files to your tasks. Simply select them from the task itself to attach them in seconds.

Todoist is a great task management tool that helps you keep your meetings, commitments, and everything else under control.

Get last-mile, micro-vertical functionality with Infor LN Meet the latest version of Infor LN, Infor LN 10.5. Whether you are a manufacturer for aerospace and defense, automotive, high tech and electronics, or industrial machinery, Infor LN has the features and capabilities to meet your unique business requirements. Harness the power of integrated, industry-specific analytics to gather real-time data and monitor your priority metrics for improved communication with both your customers and suppliers around the world. Interact with the beautiful new user interface available in Infor LN 10.5 for easier business process management on your shop floor and across your supply chain, with even clearer integration to financials, quality management, service management, order management, and CRM. Infor LN at a glance

• Single-instance, global ERP
• Designed for ETO, MTO, and complex product manufacturers
• Industry-specific KPI dashboards
• On-premise or cloud deployment
• Virtualized technology platform
• 4500+ manufacturing companies
• 21 languages
• 49 country localizations

Unique capabilities Thrive in a world of mass customization with Infor LN. More than 4,500 manufacturers trust LN to help improve, accelerate, and streamline the most complex manufacturing processes anywhere. When your manufacturing operation requires detailed tracking of millions of parts from thousands of sources worldwide from as-designed to as-maintained, you can rely on Infor LN. Dynamic Enterprise Modeling Drive efficiency with global process standardization features that empower you to leverage industry best practices, develop your own, and replicate them around the globe, adjusting for size, structure, and regulations. Easily change processes post-implementation to capitalize on market changes and speed innovation. Assembly Line Control Precisely synchronize materials and manufacturing operations to assemble complex products with mass production efficiency and profitability. Quickly respond to last-minute customer changes with out-of-the-box best practices that enable just-in-time and in-line sequencing for made-to-order processes. Serial Genealogy Trace individual components and share information across the value chain during and after production. With Infor LN, you have complete visibility of products, enabling you to generate revenue from service and maintenance long after products ship. Manage service plans, track warranty claims, and plan for end-of-life recycling or refurbishing.

ClickUp is a productivity platform that provides a fundamentally new way to work. More than just task management - ClickUp offers notes, reminders, goals, calendar, scheduling, and even an inbox. Fully customizable, ClickUp works for every type of team, so all teams can use the same app to plan, organize, and collaborate.

Features:

• Create tasks
• Offline Mode (Create and view tasks offline)
• Time view (Next 7 days)
• Prioritize
• Customize with Custom Fields
• Notifications
• Board view
• List view

ClickUp is free forever, with unlimited users.

Microsoft Project is a project management system and a way to optimize portfolio management, which allows you to plan and control project activities of organizations.

Compared with other similar programs, the MS Project is considered the most common and “easy” to refer to the initial level of project management software with a classic standard office interface. In the single-user and small solutions market, the software product takes about 80% (about 20 million people use it).

It is believed that as an integrated set of methods, processes and tools for planning and monitoring projects, MS Project is more often used in the implementation of relatively small project ideas. However, the existence of several paid options - basic, professional and advanced - when choosing the most complete functionality allows you to significantly expand the capabilities of the program compared to the basic version.

Another focus of the "detuning" is the specialization of the product. Among such software, Primavera is popular, which is widespread in the field of engineering and construction projects as a means of calendar-network planning, which allows to take into account financial, material and labor resources in medium and large projects. Basecamp software cloud tool is considered the main competitor in the segment of ultra-light management decisions. At the same time, Microsoft has also been offering a cloud version of its product since 2013.

In addition to the cloud application, several products are available under the Project brand:

1. Project Standard allows for individual planning for small projects.
2. Corporate management is carried out with the help of a special platform, including:

• Project Server,
• the corporate version of Project Professional, where collaborative tools (Project Server and SharePoint Foundation / Server) are added to the capabilities of the Standard version,
• the technology of the web interface of the reporting of executives on the progress of tasks, for viewing project portfolios and other collaboration (Project Web Access).

Source: finswin.com/projects/instrumenty/microsoft-project.html

monday.com - is a multi-platform project management and collaboration tool your team will enjoy using. Centralize all communication and keep everyone engaged and focused on what matters.

monday.com lets you plan and execute in the same place - your planning should be as alive as the projects themselves. With monday.com, you plan your projects and work on them in the same place, creating real and fluid planning.

Versatile and visual, monday.com makes it easy to see in a single glance exactly where things stand. Rather than listing out tasks or to-dos, monday.com helps everyone on your team focus on the bigger picture.

monday.com stands out because it’s easy to use, creates a visual language and is the only tool that lets you manage anything: projects, tasks, people, ad campaigns, bugs tracking, CRM, customer projects, video production... There are probably several different hundreds of ways to use it, and there are teams that use it for just about everything: from teachers planning their lessons to engineers building airplanes.

Available on all browsers, as well as on desktop for Mac and Windows and mobile apps for Android and iOS. Free 14-days trial.

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.

Why SAP BusinessObjects Planning and Consolidation? Because our BPC software provides planning, budgeting, financial forecasting, and consolidation tools that can keep up with the fast pace of business – today and tomorrow.     Make better decisions based on what-if analyses and scenario planning Use collaboration tools to improve accountability and planning accuracy Shrink cycle times, close the books faster, and align your plans with strategic goals Get real-time access to data in SAP S/4HANA Finance Run on your platform of choice – Microsoft or SAP NetWeaver

Wrike is an online project management and collaboration platform that helps teams with tools that can take their performance to the next level. It is designed so that users are able to gain visibility with real-time information. They are able to simplify planning by easily transforming strategy to action plans. The centralized workspace allows in-context communication with stakeholders and partners in one place. It also has built-in flexibility to provide different teams the support for their unique approach to project management and tracking.

Features

Project Organization, Planning, and Tracking. Wrike simplifies project management with features such as dynamic request forms. These forms help capture information and ensure that project teams have all the details even before they start working. The interactive Gantt chart shows dependencies and conflicts, with items that can be easily adjusted within the chart. Dashboards are customizable and allow users to see only what they want to see. They are able to set priorities straight and keep goals in sight. Custom workflows show a clear picture of work progress, without the need for status update meetings or emails. Other features include resource allocation and project templates.

Collaboration and Reporting. The project management and collaboration software enable team members to discuss details of their tasks and project within the context of their work. It includes a proofing and approval tool that allows for faster review and approval of digital images and documents. Users can tag images and videos to provide feedback. They can update task descriptions, post comments, and use @mentions in real-time. Teams can share interactive reports and schedule notifications on a regular basis. Interactive dashboards provide drill-down functionality for details and deeper insight. Work can be further analyzed according to the project, team member, timeline, and other criteria.

Customizations, Ready Solutions, Apps, and Integrations. Wrike includes custom workflows, custom fields, and custom project folder structures to provide teams with flexibility. Thus, they are able to create and fit work processes for today’s challenges, and also adjust for growth when the time comes. Solutions are available specific to marketing teams, creative teams, project management, product management, business operations, professional services, or any other type of team. For example, Wrike for PM teams is equipped with tools such as Gantt charts, features for resource and workload management, cross-team collaboration, custom status and workflows, real-time status updates, and visual dashboards and reporting. It also has apps and integrations to enhance and expand the platform for other business needs such as iOS and Android apps for mobile devices, Windows and Mac desktop apps, Salesforce and HubSpot for CRM, Box, Google Drive, OneDrive, and Dropbox for storage, and more.

Target Market

Wrike project management software is for teams of all sizes. It is ideal for organizations with distributed, remote and virtual teams. Special solutions are available for marketing, creative, project management, product management, business operations, and professional services teams.

Why Wrike?

Wrike is a project management platform with a new generation of tools that enable users to merge top-down and bottom-up approaches to take advantage of the best each has to offer. It allows users to combine control and collaboration, coordination and collective intelligence, resulting in clarity of project goals with organizational visibility.

Zoho Sprints is an online agile project management solution designed to help agile teams plan their project, track their progress, and deliver the appropriate product on time. The simple and clutter-free tool takes care of keeping timesheets, monitoring the task statuses, preparing meetings, and overviewing the analytics.

Given that agile teams function with a core value on responding to change and working with a sense of urgency, having a system that augments this type of operation is vital. Zoho Sprints is a dynamic software that is quick and easy to set up, so you can immediately invite your team members, assign them roles, build a backlog, and commence your sprint.

It is part of the revolutionary suite of software solutions by Zoho designed to help businesses in various aspects of their operations. Hence, you can easily integrate Zoho Sprints with Zoho’s other applications in marketing, sales, accounting, customer support, and more using a single login and password.

Zoho Sprints is also available for iOS and Android. The mobile app helps you manage and track your agile projects. Know where each sprint stands in the Scrum board, get insights from agile reports, and collaborate on the go.

Омниканальна CRM Битрикс24.CRM работает незаметно и становится частью вашей компании. Битрикс24.CRM объединяет все каналы коммуникаций с клиентами: звонки, письма, обращения через соцсети, с сайта, через веб-формы, оплату в 1С и другие. Вам достаточно подключить Email-трекер, Открытые линии, телефонию, CRM-формы, 1С-трекер - и все данные (контакты, история звонков, переписки в чате, веб-формы сайта, оплаты и т.д. автоматически будут сохраняться у вас в CRM. Менеджерам не нужно будет ничего переносить вручную. По этим данным CRM построит единственный профиль клиента с историей всех его обращений в вашу компанию. Статистика позволит вам анализировать и контролировать нагрузку и качество обслуживания. Продавать больше с Битрикс24 В центре любого бизнеса сегодня - клиент. Важно использовать весь комплекс инструментов: учет всех потенциальных клиентов и преимуществ ваших постоянных клиентов (Битрикс24 CRM) отслеживание заказов, коммерческих предложений, оплат (соглашения в CRM и воронка продаж) удобные инструменты для коммуникаций с клиентами (Виртуальная АТС) автоматизация работы менеджеров (Бизнес-процессы) контроль (Задачи и отчеты) и планирования (Календари) доступ из любой точки мира (Мобильный приложение) В Битрикс24 все необходимые инструменты есть и тесно взаимосвязаны с CRM онлайн, что значительно упрощает работу с клиентами и процесс продажи. В этом - одно из преимуществ Битрикс24 перед другими системами. Учет потенциальных клиентов В CRM ведется учет всех ваших клиентов и не только. Любая «зацепка» (в Битрикс24 - это «лед»), которая в будущем может стать реальным клиентом, фиксируется. Это может быть email, пропущенный звонок, событие. Задача менеджера по продажам - выяснить, кто это и каким из ваших товаров или услуг интересуется этот потенциальный клиент. Когда эта информация появляется, лед конвертируется в контакт и компании (если клиент представляет юридическое лицо), а затем в соглашение (когда намечается продажа). Работа по такому сценарию (от лида контакт и до операции) в CRM системе Битрикс24 позволяет максимально «дожать» все потенциальные зацепки и проанализировать эффективность работы отдела продаж. Email-трекер в CRM Вы общаетесь с клиентом в почте, Email-трекер незаметно для вас фиксирует переписку в CRM. В CRM всю переписку с клиентами по электронной почте хранится в истории. Даже если сотрудник уволится, информация останется в CRM. Быстрое подключение к CRM почтового ящика для каждого сотрудника (IMAP) Трекинг входящих и исходящих писем в CRM Автоматическое создание лидов по новым входными и выходными письмами Сохранение переписки с известными контактами в карточке клиента Ящики @ bitrix24 и со своим доменом подключаются к CRM автоматически 1С-трекер в CRM Обогащайте свою CRM данными. 1С-трекер - это дополнительный источник информации о ваших клиентов. 1С-трекер работает незаметно для вас и связывает офлайн-продажи с онлайн-CRM в режиме реального времени. Быстрое и простое подключение 1С в Битрикс24.CRM Выгрузка всей истории продаж и клиентов с 1С: Управление торговлей, 1С: ERP и всех торговых систем на платформе 1С: Предприятие Выгрузка любых документов и клиентов по 1С: Бухгалтерии и всех учетных систем на платформе 1С: Предприятие (название, номер, сумма, ответственный, ссылку на документ в 1С) Идентификация клиента и поиск дубликатов по ФИО, телефон, email, идентификатором контрагента Подключение любого количества 1С к одному Битрикс24 Телефония в CRM Все звонки клиентов можно учитывать в облачной CRM-системе. Работа со звонками строится в CRM с телефонией. Если клиент звонит впервые, менеджер сможет сразу во время звонка добавить новый контакт в CRM и указать, каким товаром или услугой интересовался клиент. Все звонки записываются без ограничения их количества (такая возможность есть, вы всегда можете ее отключить). Это полезно и руководителям (проверить, как менеджеры общаются с клиентами, выявить лучшие сценарии продаж), и самим менеджерам (подробно восстановить все договоренности с клиентом). Это почти CRM call центр. Звонки от постоянных клиентов Когда ваш постоянный клиент звонит вам, звонок попадает сразу нужном менеджеру. Клиенту не нужно ждать, пока его переключат. Менеджер на экране видит карточку клиента фото, имя и фамилия, предварительные заказы, предпочтения. Он не переспрашивает клиента, он заказывал - вся информация уже есть. Если менеджера нет рядом с компьютером, с CRM IP телефония перенаправляет звонок на его мобильный телефон. Если звонок пропущенный Даже если звонок пропущен, возможности CRM-системы позволяют учесть его. Менеджер, отвечающий за этого клиента или все новые входящие звонки (если поступил звонок с неизвестного номера), получит уведомление и сможет перезвонить клиенту. Ни один звонок не потеряется. Ваши клиенты В облачной CRM системе у вас два списка клиентов: контакты и компании.  Борьба с дубликатами Возможно, в списке ваших контактов есть дубликаты: или менеджер добавил клиента повторно, или с тем же клиентом когда-то работал другой сотрудник и уже внес его в CRM облако. В «Битрикс24» вы легко проверите имеющуюся базу и объедините дубликаты. У вас 4 варианта работы с дублями: пропустить, восстановить, дополнить, создать новый. В дальнейшем CRM Битрикс24 предотвратит самом появлении дубликатов. Система обнаружит дубли сразу же при создании нового лида, контакта или компании, а также при импорте. Планирование дел Планируйте работу с клиентами в простой CRM: ставьте задачи коллегам, назначайте встречи с клиентами, планируйте звонки, присылайте письма. Определяйте приоритетные направления в работе, за которым многие запланированные срочных дел. Отбирайте однотипные дела с помощью фильтра, например, все звонки на сегодня. Письма клиентам Отправьте групповой письмо прямо из списка лидов, контактов или компаний. Просьба одному или сразу многим адресатам. Прикрепите к письму или изображения. Для составления стандартных писем используйте шаблоны-заготовки. Подставьте в шаблоны информацию с CRM, чтобы ваши письма стали персонифицированными. Управление соглашениями Соглашение - конечная цель и желаемый результат работы. Отмечайте в CRM, на каком этапе сейчас сделка: в обработке, в ожидании дополнительной информации, на стадии переговоров, коммерческого предложения или уже заключена. Если у вас несколько направлений бизнеса, вы можете создать мультиворонкы с различными стадиями соглашения и различными полями (например, Продажа автомобилей и Сервисное обслуживание). Канбан Все ваши сделки и лиды можно представить в виде карточек на Канбан-доске. В этих карточках вы планируете дела (звонки, письма, задания) и выполняете их. Затем перемещении карточку на новый этап. Сразу видно: в каком статусе находятся ваши сделки, что нужно сделать и когда - вы ничего не пропустите. В карточке можно не только планировать, но и сразу выполнять дела: звонить, отправлять письма, писать клиентам в мессенджер. Журнал доступа к данным и восстановления CRM фиксирует каждое действие со всеми документами в журнале доступа. Вы легко отследите, кто, когда и что делал в CRM (например, кто просматривал карту клиента, кто экспортировал). Из истории изменений в CRM вы сможете при необходимости восстановить вручную предыдущие значения (если, например, работник ошибочно изменил номер телефона клиента, в истории можно найти предыдущий вариант и сохранить правильный номер). Связи в CRM Любые ваши действия с сущностями CRM (соглашениями, контактами и т.д.) фиксируются и сохраняются в истории. В любой момент вы получите подробную информацию обо всех процедурах работы с этой сущностью и быстро поймете, чтобы было сделано вами или другими менеджерами. Умный поиск по CRM В CRM встроенный собственный поисковый механизм, который выводит информацию только по базе CRM. «Умный» поиск экономит время, сильно сужая поиск и освобождая менеджера от перебора лишней информации. Бизнес-процессы: Работы и триггеры Снижайте влияние человеческого фактора - автоматизироваться стандартные действия сотрудников. Работы. Создавайте сценарии, по которым CRM будет вести соглашение вперед: ставить задачи, планировать встречи, запускать рекламу и выставлять счета. Работы подскажут менеджеру, что нужно сделать на каждом этапе операции - он ничего не забудет и докажет операцию до конца. Работы автоматически запускают таргетированную рекламу на контакты с CRM. Это дает уникальные возможности для увеличения конверсии в продаже или для повторных продаж. Триггеры - автоматически реагируют на действия клиентов (например, на посещение, комментарий в соцсети, звонок) и запускают робота, который поможет «дожать» лед к соглашению. Аналитические отчеты Оценивайте эффективность менеджеров, прогнозируйте доход. Проявляйте критические точки и своевременно корректируйте работу. Руководитель видит полную картину, менеджер - отчет по данным своих клиентов. Отчеты доступны в разрезе по сделкам, лидами, контактам, компаниям, счетам и предложениям. Специальный сводный отчет включает в себя все важные отчеты по каждому разделу CRM. Чтобы быстро информацию и оценить ситуацию в разделе CRM, достаточно переключить представления - из обычного списка данных на страницу с аналитическими отчетами. Что такое воронка продаж? Это главный отчет в CRM. Воронка продаж CRM строится онлайн, как и другие отчеты. Этапы воронки продаж - это сделки на различных стадиях. Построение воронки продаж основывается на данных о том, какой процент сделок завершено, которые пока в работе. Если вам не хватает готовых отчетов, создайте их под задачи отдела или компании. СтартCRM Единственная «точка» доступа ко всем каналам: телефонии, почте, открытым линиям. Здесь вы можете подключить нужный канал и следить за его эффективностью. Данные автоматически собираются на одной странице, где вы видите: нагрузка по каждому каналу, количество необработанных возможностей (лидов) и суммы операций за различные периоды. Легко понять - канал приносит деньги, а какой не работает.