Solutions for BAS
Integration with CRM SalesDrive for "BAS" line configurations, "UTP", "UPP", "UT 2.3" configurations
Standard integration functionality:
- Loading deals from CRM "SalesDrive" to the BAS database (or "UTP", "UVP", "UT 2.3") in real time;
- Two-way exchange of order statuses between CRM "SalesDrive" and BAS (or "UTP", "UVP", "UT 2.3") ;
- Automatic creation of counterparties on the BAS side (or "UTP", "UVP", "UT 2.3") when loading an agreement for СRМ "SalesDrive".
Additional functionality (is paid additionally):
- Loading additional characteristics of transactions into the BAS database (or "USP", "UVP", "UT 2.3") from СRМ "SalesDrive":
- Delivery method;
- Shipping/Sender;
- Website Prom.ua;
- Site page;
- Advertising campaign;
- Source;
- Company (utm_campaign);
- Channel.
- Delivery method;
- Shipping/Sender;
- Website Prom.ua;
- Site page;
- Advertising campaign;
- Source;
- Company (utm_campaign);
- Channel.
- Unloading goods from BAS (or "UTP", "UVP", "UT 2.3") to СRМ "SalesDrive".
- Unloading balances, cost and prices in CRM "Sales Drive".
StreamTelecom AlfaAuto, Integration of AlfaAuto StreamTelecom, Integration with Virtual ATC "Stream Telecom" for BAS configurations on managed forms (Small business, KUP, ERP, UT 3, UNF, AlfaAuto 6, СRM 3.0, Accounting)
- The ability to call from the customer card.
- Getting information about the client with the active call (by pressing the key combination "Ctrl+1").
- Saving the history of conversations in the customer card.
- the ability to play a conversation recording;
- automatic filling of the source of information according to the established correspondence of our telephone numbers to the sources of information;
- The state of user internal lines (active, talking, offline) on StreamTelecom:
- the ability to call another internal line;
- the ability to transfer the current active call to another extension.
- Uploading customer orders from BAS to CRM StreamTelecom:
- the ability to synchronize the nomenclature of BAS and CRM "StreamTelecom".
- Information about missed calls for a specified number of days, the organization of the chime.
- Synchronization of BAS clients with StreamTelecom clients:
- regular unloading of modified and new customers from BAS to StreamTelecom;
- transfer from BAS in "StreamTelecom" binding the client to the manager.
- the ability to play a conversation recording;
- automatic filling of the source of information according to the established correspondence of our telephone numbers to the sources of information;
- the ability to call another internal line;
- the ability to transfer the current active call to another extension.
- the ability to synchronize the nomenclature of BAS and CRM "StreamTelecom".
- regular unloading of modified and new customers from BAS to StreamTelecom;
- transfer from BAS in "StreamTelecom" binding the client to the manager.
Integration with a virtual ATC "Stream Telecom" for configurations on conventional forms
- The ability to call from the customer card.
- Getting information about the client with the active call (by pressing the key combination "Ctrl+Q").
- Saving the history of conversations in the customer card.
- the ability to play a conversation recording;
- automatic filling of the source of information according to the established correspondence of our telephone numbers to the sources of information;
- The state of user internal lines (active, talking, offline) on StreamTelecom:
- the ability to call another internal line;
- the ability to transfer the current active call to another extension.
- Uploading customer orders to CRM StreamTelecom:
- the ability to synchronize the nomenclature and CRM "StreamTelecom".
- Information about missed calls for a specified number of days, the organization of the chime.
- Synchronization with StreamTelecom clients:
- regular unloading of modified and new customers to StreamTelecom;
- transfer in "StreamTelecom" binding the client to the manager.
- the ability to play a conversation recording;
- automatic filling of the source of information according to the established correspondence of our telephone numbers to the sources of information;
- the ability to call another internal line;
- the ability to transfer the current active call to another extension.
- the ability to synchronize the nomenclature and CRM "StreamTelecom".
- regular unloading of modified and new customers to StreamTelecom;
- transfer in "StreamTelecom" binding the client to the manager.
Integration with a virtual ATC “Phonet” for BAS configurations on managed forms (Small business, KUP, ERP, UT 3, UNF, AlfaAuto 6, СRM 3.0, Accounting)
- Saving the history of conversations in the customer card:
- the ability to play a conversation recording;
- automatic filling of the source of information according to the established correspondence of our telephone numbers to the sources of information.
- the ability to play a conversation recording;
- automatic filling of the source of information according to the established correspondence of our telephone numbers to the sources of information.
- Synchronization of BAS clients with Phonet clients:
- regular unloading of modified and new customers from BAS to Phonet;
- transfer from BAS to "Phonet" of client binding to the manager.
- regular unloading of modified and new customers from BAS to Phonet;
- transfer from BAS to "Phonet" of client binding to the manager.
Integration with a virtual ATC "Phonet" for configurations on conventional forms
- Saving the history of conversations in the customer card:
- the ability to play a conversation recording;
- automatic filling of the source of information according to the established correspondence of our telephone numbers to the sources of information.
- the ability to play a conversation recording;
- automatic filling of the source of information according to the established correspondence of our telephone numbers to the sources of information.
- Synchronization with Phonet clients:
- regular unloading of modified and new customers to Phonet;
- transfer to "Phonet" of client binding to the manager.
- regular unloading of modified and new customers to Phonet;
- transfer to "Phonet" of client binding to the manager.
Integration with a virtual ATC "Binotel" for configurations on conventional forms
- The ability to call from the customer card.
- Getting information about the client with the active call (by pressing the key combination "Ctrl+Q".
- Saving the history of conversations in the customer card:
- the ability to play a conversation recording;
- preservation of the history of sms-messages received on our phone numbers in Binotel, as well as those sent from Binotel;
- automatic filling of the source of information according to the established correspondence of our telephone numbers to the sources of information;
- The state of user internal lines (active, talking, offline) on Binotel:
- the ability to call another internal line;
- the ability to transfer the current active call to another extension.
- Information about missed calls for a specified number of days, the organization of the chime.
- Synchronization with “Binotel” clients:
- regular unloading of modified and new customers to Binotel;
- transfer in "Binotel" binding the client to the manager.
Integration with virtual PBX "Binotel" (Binotel) for BAS configurations on managed forms (Small business, KUP, ERP, UT 3, UNF, AlfaAuto 6, СRM 3.0, Accounting)
- Getting information about the client with the active call (by pressing the key combination "Ctrl+1").
- Saving the history of conversations in the customer card:
- the ability to play a conversation recording;
- preservation of the history of sms-messages received on our phone numbers in Binotel, as well as those sent from Binotel;
- automatic filling of the source of information according to the established correspondence of our telephone numbers to the sources of information;
- The state of user internal lines (active, talking, offline) on Binotel:
- the ability to call another internal line;
- the ability to transfer the current active call to another extension.
- Synchronization of BAS clients with “Binotel” clients:
- regular unloading of modified and new customers from BAS to Binotel;
- transfer from BAS in "Binotel" binding the client to the manager.
Module "Lid Management" for BAS configurations on controllable forms (Small business, KUP, UT 3, UNF 1.4, UNF 1.6, CRM 2.0)
Subsystems "Lead Management" is used in conjunction with the module "Integration BAS with Virtual ATC".
List of functions of the Lead Management module:
- Accounting for the lead database (potential customers).
- Automatic creation of lead cards when receiving calls from a virtual ATC;
- Automatic closing of lead cards;
- when creating a counterparty on the basis of the lead card (in this case, information from the lead card is transferred to the counterparty card);
- when saving the phone number indicated in the lead card in the counterparty’s card.
- Lead Statistics Report. Classification by sources of information, by responsible managers. Indicators in the report: Conversion of leads to counterparties, number of events by leads, number of new leads. (as an additional solution: lead funnel (the sum of orders, sales, payments, profit)).
- Separation of leads by status - Hot, warm, cold, unpromising.
- Creating tasks for users from the lead card.
Module "Lead Management" for "1С:Підприємство" configurations on regular forms (UTP, UPP, UT 2.3, BU 1.2 and others)
Subsystem "Lead Management" is used in conjunction with the module "Integration BAS with Virtual ATC".
List of functions of the Lead Management module:
- Accounting for the lead database (potential customers).
- Automatic creation of lead cards when receiving calls from a virtual ATC;
- Automatic closing of lead cards;
- when creating a counterparty on the basis of the lead card (in this case, information from the lead card is transferred to the counterparty card);
- when saving the phone number indicated in the lead card in the counterparty’s card.
- Lead Statistics Report. Classification by sources of information, by responsible managers. Indicators in the report: Conversion of leads to counterparties, number of events by leads, number of new leads. (as an additional solution: lead funnel (the sum of orders, sales, payments, profit)).
- Separation of leads by status - Hot, warm, cold, unpromising.
- Automatic call planning by leader, depending on status (hot, warm, cold). For each status, the number of days through which the event is scheduled is set.
Automatic scheduling of calls by leads and counterparties. Looping of regular communication with leads and contractors. Customization.
This solution will allow you to loop communication with leads and counterparties. Previously, call scheduling was implemented only for leads by hard statuses: Hot, warm, cold, hopeless.
But, many of our clients have their own interaction statuses and may be different for leads and counterparties. Therefore, we have added the "Interaction Statuses" reference book, where you can enter your own interaction statuses with contractors and leads and set (or not set) the cyclicality of contacts with clients for them.
Automatic loading of price lists of suppliers and the balance of goods from suppliers
- from Excel files received regularly by email.
- via vendor API commands.
Setting "Organization of automatic chimes for missed calls" (Auto-dialing missed calls)
Setup allows you to perform automatic call back on missed phone calls for a given scenario and user settings.
Managerial salary, automation
The module "Managerial salary" is intended for the organization of accounting, calculation and payment of the Administrative salary.
Group download of counterparties from an Excel file for configurations "1C:Підприємство" on primary forms (USP, SCP, UT, edition 2.3, Accounting, edition 1.2 and others)
Processing "Group download of counterparties from an Excel file, as well as contact information on counterparties and contact persons of counterparties".
The processing allows mass download of counterparties and contact persons from files in "xls" format.
It is called from the list form of the directory of counterparties. It has settings for matching the data in the columns of the xls file with the data in the directory Counterparties and Contact persons of counterparties.
Implemented for normal and managed forms.