Bit SRM 3.0. What a CRM system should be able to do – requirements for mandatory functionality. Technical requirements for the Server

CRM systems Quick Sales 2 and Sales Expert 2 operate over the TCP/IP protocol on a local network, using the principle of a client-server system.

Server part

Software installed on the server (included in delivery):

* DBMS FireBird 1.5 (free)

* License Manager

* Sales Expert 2 or Quick Sales 2

Windows XP, 2003, Vista, 7, 2008.

* Processor: Pentium IV

* RAM:

For 5 users - 512 MB,

For 20 users - 1024 MB

* Hard disk: 50 MB.

Client part

Nothing is installed on the client site. The program is launched using a shortcut from the server.

Supported Operating Systems:

Minimum computer configuration:

* Processor: Pentium III

* RAM: 256 MB

* Hard disk: 10 MB.

Note

The presented system requirements are approximate and largely depend on the size of the database. number of users and their activity (number of transactions performed) in the program.

For CRM program Client-Communicator

Communication with the database ("client-server")

1. Online connection of users (“clients”) to the server: via an internal network (intranet) or via the Internet (win client)

2. Remote access version includes: terminal client, VPN, specifying server IP address via TCP-IP protocol

3. Web interface based on ASP technology: purchased and configured separately

4. Data exchange with remote departments: included in the version

5. It is possible to organize work on linked servers and data replication

* your users can work with the database via the Internet, from a work or home computer, while in different cities or on vacation abroad

* the connection of the client module of the Client-Communicator with the server via the Internet is externally no different from working on an internal network, all calculations are also performed by the server

* you can also use a concurrent licensing type to enable the same user to work from different computers

Technical requirements for the Server

To install the server part of the CRM system Client-Communicator (database storage)

Up to 15 workstations and database size up to 4 GB

* MS SQL Server 2005 Express Edition with Advanced Services (+ SP3 and English version only). Distributed by Microsoft for free.

* For Microsoft SQL Server and the Client-Communicator Database, it is recommended to reserve at least 600 MB of disk space.

Note!

For workgroups of 10 or more users, the use of a dedicated server is mandatory.

More than 15 workstations or with a database volume of more than 4GB

* MS SQL Server 2005 Developer Edition or Enterprise Edition or Standard Edition, installation of SP3 is required (English version only)

* dual-core processor 2.5 GHz or 3 GHz

* disk space directly depends on the size of the Client-Communicator Database - we recommend using at least 100 GB.

What affects server capacity utilization?

* number and complexity of calculated attributes, stored calculations, self-written mechanisms (procedures, triggers, functions)

* level of complexity of interfaces on user computers (their construction and all contents are generated from the Database)

* intensity of user access to the Database (how often you will generate new reports, open new interfaces)

* when accurately determining the required disk space, one should take into account the possibility of creating and storing database backups, the possibility of increasing the size of the database, creating (or expanding the existing) file cache to increase virtual memory, etc.

Technical requirements for the Client

to operate the "Client Communicator" on the computers of CRM system users:

"Iron":

1. Processor – minimum Intel® Celeron® 1.3 GHz, depending on the requirements of the installed operating system.

2. For optimal performance, the use of processors of at least the Intel® Pentium® 4 family is required. Random access memory (RAM) is a minimum of 512 MB (recommended 1.5 GB or more, depending on the requirements of the installed applications, in particular the edition of Microsoft® Windows® or Office ®).

3. Disk space occupied (client part Client-Communicator and Crystal Reports report designer) – up to 350 MB. The installation file for installing the CRM system is up to 140 MB.

4. Comfortable work via the Internet is possible through a 256 Kbps channel, for example, through a Skylink modem (not turbo)

"Soft"

1. Microsoft® Windows® Vista (all editions)

2. Microsoft® Windows® XP (all editions)

3. Microsoft® Windows® 2000 (all editions)

4. To use the import/export capabilities, you must have Microsoft® Word® and Microsoft® Excel® from Microsoft® Office® 2000/XP/2003/2007.

5. It is desirable, but not required, to have Microsoft® Outlook® software installed from Microsoft® Office® 2000/XP/2003/2007 and Microsoft® Internet Explorer® 6.xx.

Don't rush to make a choice, you should get acquainted with BIT.CRM 3!

? All the latest IT achievements at the service of your business.

BIT.CRM 3 supports all modern means of communication; never before has working with a client been so simple and comfortable!

Seamless integration with modern achievements in the field of telephony, with mobile applications, websites, mail and instant messengers.

? Full integration with 1C.

CRM system developed on the 1C:Enterprise 8.3 platform and easily integrates with all solutions on this platform.

Therefore, BIT.CRM 3 can be easily and without additional costs integrated into the information environment of your company.

? You buy only the functionality that you really need.

BIT.CRM 3 is created on a modular basis, you pay only for the functionality that you currently need. You can easily connect other modules as needed.

This is not only the automation of the client base, it is the automation of all business processes related to interaction with the client.

BIT.CRM 3 can do much more than a standard CRM system!

You can easily and quickly automate all business processes related to interaction with clients and management of commercial services!

? Online KPI management

Set the necessary KPIs by which you will monitor the performance of business processes and monitor changes online. If the indicator reaches a critical value, the system itself will notify you and assign the task to someone responsible!

The conversation script allows even a beginner to communicate professionally with a client. Depending on the client segment, type and stage of the transaction, the system will display all the necessary questions and suggest the course of the conversation.

15,000 rub.

Automatic completion of interaction documents

By pressing just one button, the system will automatically fill in the fields of the document. Now your employees will need less time to enter data into CRM.

15,000 rub.

Document templates (unlimited number)

The module allows you to create an unlimited number of document templates in MS Word format: commercial proposals, contracts, appendices to them, agreements, any internal company documents. Use ready-made and approved document templates directly in the CRM system.

15,000 rub.

Achievement Monitor (Advanced)

The advanced functionality of the achievement monitor allows the user to customize an unlimited number of reports in graphical form and place them on the CRM desktop. An effective tool for both line employees and managers.

30,000 rub.

Setting assignments for dialing tasks from any reports

From any report that contains information about an employee or client, you can create lists of calling clients or instructions for employees. For example, in a few clicks you can set up a task to call clients with accounts receivable.

15,000 rub.

Manual filling control

Assign rules according to which employees are required to fill out the required fields. For example, the position of the contact person, his date of birth, TIN or OGRN of the counterparty. Using this module, you know for sure that the information entered into your database is of exactly the quality and volume that you need.

15,000 rub.

Accounting and assessment of employee competencies

Keep records of the competencies of your company's employees. Increase the number of competencies and their quality. The system allows you to assess competencies through testing and certification, recording the results of each employee.

15,000 rub.

Report “Analysis of the effectiveness of customer interactions”

The report allows you to evaluate the effectiveness of employee interactions with customers. What types of interactions with the client and how many of them the employee performed to complete the transaction stage.

3,000 rub.

Report “Analysis of the duration of transaction stages”

The report allows you to analyze the planned and spent time of each stage of the transaction. The data in the report is presented in both absolute and relative values. You can track long-running deals or deals stuck at certain stages.

3,000 rub.

Automatic e-mail newsletters

Create rules, and CRM will automatically send an email when an event occurs in the system or schedule. Notify customers when their order status changes or accounts receivable become overdue.

3,000 rub.

Automatic SMS mailings

Create rules, and CRM will automatically send an SMS when an event occurs in the system or schedule. Notify customers when their order status changes or accounts receivable become overdue.

3,000 rub.

Reactions to employee absence

In the event of a planned or unplanned absence of an employee, the CRM system, according to pre-configured rules, will assign a new performer to current and subsequent tasks. When the employee returns, the system will offer to return all current tasks.

15,000 rub.

Integration with MS Exchange mail server

Ensures synchronization of appointments, meetings, tasks, emails. It is necessary to have a server of at least MS Exchange 2010 or Office 365.

30,000 rub.

Research shows that responsible use of CRM system functions can achieve greater results compared to companies that do not conduct their business using CRM.

Aberdeen Research

The benefits of using CRM have been proven by the experience of many companies. At the moment, there are a huge number of CRM systems on the market with different functionality. But before you give preference to one of them, answer the question whether it is right for you.

To help, we have prepared a set of requirements that a modern CRM system must meet.

1. Relevance and reliability of information

Up-to-date information is the most important element of sales. This is why it is important that your CRM helps you with this. To save time and maintain up-to-date information, a CRM should have the following functions:

1. Check for duplicates
2. Duration of deals and leads
3. Sales funnel with timers

Receiving relevant information in a timely manner is the basis of CRM systems

2. Sales analysis

The CRM system should have a page of general indicators to evaluate performance. So that, looking at everything on one screen, you have an idea of ​​the dynamics of your business, department, direction.

Sales managers look for the following information:

Implementation of a plan

Current deals

Volume of calls, emails and meetings.

The head of the department is looking for:

Implementation of the department plan

Conversion and lead source

Reasons for losing trades

If this information is received and updated automatically and correctly displayed on the screen, then it allows you to evaluate efficiency, see and work on weak points.

3. Segmentation

Segmentation allows you to make the service more personal. Many CRMs allow you to store the necessary information about the client, but not all automate this process.

If we look at this using a specific example, it looks like this: a client calls you and the system automatically identifies him as new, creates his card in CRM and routes the call to a less busy sales manager. After the conversation is completed, the system saves the call recording, and the manager enters the information into the client’s card. If he was able to identify interest in goods or services, then he changes the transaction status to “In progress,” and the system automatically generates a corporate proposal and sends the client a letter of gratitude, a brief, or whatever.
The next time the client calls, the system will identify him as having already contacted you and transfer the call to the responsible manager with whom the client spoke last time.

4. Source analysis

Sometimes, different channels for obtaining leads lead to different conversions into sales. It is important to take this into account when planning your budget, employee KPIs and other business indicators.

Especially for this, it is important to evaluate the effectiveness of each channel. This is a classic practice for modern CRM systems.

5. Visualization

In order not to lose a deal in the list, you should have a tool to visualize the process. This issue is solved by the Kanban board format - visual design of the stages of a transaction from contact with a lead to payment of the invoice. Moreover, you can determine the number of stages and their names yourself.

It is important that for each item on the Kanban board you can add a time period for its processing. So, the system will automatically remind you if the client has not been contacted for a long time. Or the deal with him is not progressing through the stages.

6. Division by office

It is important to understand not only how the company operates. But also which parts of it push the company forward or lag behind. It is important that CRM allows you to evaluate the performance of each division of the company. Personally set a plan based on indicators and monitor their implementation.

7. Personalization

We have already indirectly talked about this in the section Segmentation. But let's discuss in more detail.
Personalization plays a huge role in the emotional state of the client. Every client feels if they are treated as just a collection of amounts. Conversely, when a manager is sympathetic and attentive, trust and loyalty to the company increases.

That is why the CRM system must collect and store all information about the client in his personal card. Then the manager working with him will not forget or miss anything important.
With a large flow of clients and information, the manager will not have to keep everything in mind. All necessary information will be stored in the CRM card, and he will be able to focus on other important aspects of his work.

Conclusion

No matter how high the level of business automation using a CRM system is, it will not help you if your managers treat it mediocrely and fill in the boxes “for show.” The problem with such departments is that they were not explained how to use the new software product, but were immediately forced upon them.

If you entrust the implementation of a CRM system to a professional team and take care of employee training, then it will begin to bring benefits to your company.

Also, we would like to note that CRM is one of the 12 tools in Bitrix24 for business automation.

Zhukovsky Alexander