Full description of Amber CRM
AMBER CRM – автоматизированная система управления продажами, обращениями, маркетингом
Development goals
- To ensure transparency of sales processes and the work of sales-related services for the company’s TOP management, the ability to monitor the implementation of planned indicators online
- To reduce the risks associated with a decrease in sales figures and the loss of customers due to the departure of employees or their forced prolonged absence from the workplace
- To give managers the opportunity to conveniently structure their tasks, see the results of their work, get away from routine operations and mistakes in the execution of transactions
- To organize a unified information environment for the interaction of different departments of the company, ensuring profit and increasing business efficiency.
Implemented features
Registration of incoming requests and requests
Be sure that all the requests for which you spent money were not lost at the entrance, were processed on time and efficiently.
AMBER CRM allows you to integrate with all channels for receiving requests (IP telephony, websites, mail, online consultant, messengers, social networks), configure any logic for securing applications in accordance with your processes and regulations, configure your processes related to the development and qualification of leads.
Qualification and disqualification of leads. Analysis of the quality of lead generation, the cost of leads
Cut off low-quality leads, get reports on the reasons for disqualification of leads, and get away from excessively expensive marketing channels.
The built-in lead mining process in AMBER CRM allows you to qualify a lead and generate a sales process, or reject a lead with an indication of the reason. The pre-configured report “Reasons for disqualification of leads” will clearly demonstrate why the request was not taken into account.
Segmentation of the customer base and alignment of work with individual segments
Analyze the composition of the customer base according to the size, needs and nature of the business. Build personalized work with selected segments.
AMBER makes it easy to modify customer cards and add the fields and tabs necessary for the most complete customer information. Thanks to the convenient filter system, you will be able to form any samples according to the parameters of interest and cover the selected groups with newsletters and other activities directly from the System.
Maintaining the history of communications, quality control of communication with clients
See the full history of communication between the manager and the client through all possible communication channels.
During the project, integrations are configured with all the channels that your managers and clients are used to using.
At any time, you can evaluate the quality of communication and the completeness of the information provided to clients. If an employee is absent from the workplace for some reason for a long time or has resigned from the company, his activities, appeals and leads can be transferred to another manager in 2 clicks.
Operational assistant to the manager in daily work with clients
Use a convenient task manager, built-in processes, reminders, scripts to increase sales results and customer loyalty
AMBER CRM has built-in tools for setting and monitoring the completion of tasks, configuring notifications, reminders, in short, everything that will help the manager to be sure that none of his important tasks are forgotten and information about the client is received in full. The possibility of mass setting of the same type of tasks to a pool of clients or leads selected according to the criteria of interest will significantly save time.
Transaction management, document management automation
Generate all the documents accompanying the transaction directly in the CRM.
Thanks to the integrated printing plate designer in AMBER, all commercial offers, invoices, acts, contracts, invoices and other documents can be created directly in the System, stored in the Transaction card and transferred to the used ones
The customer has financial systems with which integration is configured during the implementation project, for example, in 1C. In the transaction, it is also possible to fix or pull up the facts of full or partial payments, the formation of supplies, and logistics from financial systems.
Product and service catalog management
Keep a catalog of products and services in AMBER CHM, reflecting the most complete information on all positions and special conditions for customers, depending on their belonging to a particular group
In AMBER CRM, you can maintain several price lists for different clients, calculate special discounts for clients when certain conditions are met, and control the validity of discounts within the framework of promotions. With configured integration with the site or 1C, you can download the catalog from there and update it with any change in real time.
Managing service requests and complaints
Record all customer requests from CRM. Monitor the processing of complaints and appeals related to after-sales service.
As part of the project, we will create separate sections in AMBER to control requests that indirectly affect sales. We will set up business processes that will help control the facts, timing and quality of processing any customer requests. We will add analytical reports and dashboards to the System, thanks to which you will be able to increase the loyalty of existing customers and reduce their outflow.
Managing the business processes of short and long transactions
Set up all business processes in CRM that correspond to the specifics of your sales. The System can implement business processes of any complexity, including in conjunction with events occurring in CRM as a result of integrations.
AMBER BPM is a business process designer based on the AMBER platform that allows you to quickly and without programming model and automate new processes using graphical elements. The designer is implemented on the basis of Microsoft WorkFlow, has high performance and reliability, and is used in enterprise-scale products: MS SharePoint, MS BizTalk, MS Dynamics and others. The engine allows you to ensure the smooth operation of several thousand simultaneously running processes.
Control of the sales funnel, KPIs and other important indicators
Use the reports built into AMBER CRM, monitor sales results in various sections online
AMBER CRM has a standard sales business process built in, in which the conclusion of a transaction is divided into sequential steps: processing a request, qualification/disqualification of a lead, preparation of a commercial offer, contract, invoice. You can control how your customers move from the request to the transaction, observe the conversion and the duration of each stage, see the average duration of the transaction, understand where your problems are and take timely measures to eliminate them.
Sales planning and lead generation
Enter sales plans and KPIs of managers in CRM. Monitor their implementation using the built-in plan-fact reports and dashboards.
You can plan lead generation (number and conversion of leads) by marketing channels and sales funnel by managers, sales departments and the company as a whole. The most important indicators are displayed on the dashboard. The appearance of the dashboard for the manager and the manager may be different.
Marketing effectiveness analysis
Analyze the effectiveness of marketing channels, optimize your advertising budget.
AMBER CRM has a number of marketing tools built in. The marketer has the opportunity to: segment the customer base, plan and carry out segment activities aimed at increasing the average check, cross-sales, repeat sales, purchase frequency; see the payback of each advertising channel and optimize the budget in favor of working tools; see the real cost of each lead and appeal.
Organize the work of remote employees
Use the AMBER CRM mobile app to work with clients, set and complete tasks
The main purpose of the mobile version of AMBER is to ensure the comfortable work of remote employees. The following functionality is available to users: creating tasks and uploading tasks from the server, reinforcing the necessary files and photos to the task; handling information about clients, contacts, transactions, contracts as part of working on tasks; sending emails and making calls. The service has geolocation support and records the coordinates of the task locations. The mobile version for smartphones and tablets running Android OS version 4.4 and above can be downloaded for free from Google