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Business process "Calling potential counterparties"

The business process "Calling potential counterparties" allows to organize communication with lost or potential counterparties on the stages of the relationship, regulates communication with customers and helps to increase sales growth.

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Industry ATP, transport management  Production  Printing houses  Wholesale  Medical clinics, medical institutions  Rent of equipment for rent  Service station, car service, sale of spare parts and cars  Online store  Tourism  
Category Common forms  CRM. Business-processes  
Type Management Accounting  
Cofigurations Trade management  Manufacturing enterprise management  Trade Management 2.3  
UAH 4 000
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Business process "Cyclic formation of the document "Buyer's Order"

Business process "Cyclic formation of customer orders"


The business process organizes control on the formation of customer orders according to the established cycle for the counterparty. Examples of cycles: every month / week, every Thursday, every two weeks on Monday, every month, etc.

Business processes are automatically formed according to the established cyclicality for the counterparty or the counterpart's outlet, immediately starting and the process starts to run according to a predetermined pattern - the counterparty’s debt is checked, if there is no debt, the assigned order task is assigned to the assigned manager, the solution of which is assigned to amount of time. The manager will not miss this task, or she will be in overdue tasks, and his manager will be able to control it.

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If you need to control the billing of customers according to periodic individual schedules for customers.

Screenshots based on the configuration of CRM 1.4 from Rarus will be shown below. As an example, a similar process can be organized in any configurations where there is the concept of an account or a customer’s order.

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Industry ATP, transport management  Production  Printing houses  Wholesale  Medical clinics, medical institutions  Rent of equipment for rent  Service station, car service, sale of spare parts and cars  Online store  Tourism  
Category Common forms  CRM. Business-processes  
Type Management Accounting  
Cofigurations Trade management  Manufacturing enterprise management  Trade Management 2.3  СRМ 1.4 from Rarus  
UAH 4 000
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Implementing business processes

  1. Organization of work of the company "from processes" 
  2. Convenient and quick analysis of all company processes at any time
  3. Analyze all active tasks of the company with detailing to performers and units
  4. Managers' performance analysis
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Industry ATP, transport management  Production  Printing houses  Wholesale  Medical clinics, medical institutions  Rent of equipment for rent  Service station, car service, sale of spare parts and cars  Online store  Tourism  
Category Common forms  CRM. Business-processes  
Type Management Accounting  
Cofigurations Trade management  Manufacturing enterprise management  Trade Management 2.3  
UAH 26 000
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Business process "Commercial offer"

Organization of work with commercial offers through a business process. Work with commercial proposals for automatically generated tasks in accordance with the Business Proposal business process. Funnel task fulfillment.

At each enterprise there is a certain process of working out commercial offers to potential and regular customers. Rarely, it is visually presented in the form of a scheme, more often it is described in the instructions, and, basically, if you did not forget to set up a commercial offer, it is very good if, after some time, the manager asks the client whether the offer is interesting or not. to a positive decision. 
In other words - in general, commercial proposals are given entirely to the management of managers. Management only later on in terms of sales can judge the effectiveness of the work of managers, often losing a lot of potential transactions that could take place if the manager conducted the commercial proposal according to a specific process.
Even having the instructions “How to work with commercial offers”, without an automated process, it is not possible to monitor the execution and following the instructions.
As a result, the usual practice is when managers work “on the tops” and perform the role of “living people, not robots” accepting incoming calls from customers who are paid by paid advertising. Now there is a lot of competition in almost all industries, which requires maximum attention to customers (potential, permanent). A call that is not made on time is not a successful deal, at least. The processing of customer requests must be monitored.

An automated business process streamlines work with business proposals.
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Industry ATP, transport management  Production  Printing houses  Wholesale  Medical clinics, medical institutions  Rent of equipment for rent  Service station, car service, sale of spare parts and cars  Online store  Tourism  
Category Common forms  CRM. Business-processes  
Type Management Accounting  
Cofigurations Trade management  Manufacturing enterprise management  Trade Management 2.3  СRМ 1.4 from Rarus  
UAH 4 000
Buy  


 
Business processes. Creation in the mode "1С:Підприємство". Managed Forms (Configurations: UT 3, UNF)

Creating business processes in the "1С:Підприємство" mode:
  • Ability to build business process diagrams in user mode, in "1С:Підприємство" (not via the configurator);
  • Automatically create business processes when recording documents.

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Industry ATP, transport management  Production  Printing houses  Wholesale  Medical clinics, medical institutions  Rent of equipment for rent  Service station, car service, sale of spare parts and cars  Online store  Tourism  
Category Controlled forms  CRM. Business-processes  
Type Management Accounting  
Cofigurations BAS Trade Management 3.2  Management of a small company  ERP: Enterprise Management 2.0  BAS Integrated enterprise management  
UAH 4 000
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