Solutions for BAS
Automatic lifting of the client's card in the integration modules with virtual PBXs for configurations of the BAS line and configurations on conventional forms (UTP, UVP, UT 2.3), using the http service
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Automatically open a customer card with an incoming call (before picking up the phone);
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Download real-time calls at the end of a call on a virtual АТС;
- Synchronized opening of the Event document for one employee and closing of the document for another employee when transferring a call.
Configuration "Assistance. Medical Assistance"
- Full support of personal insurance programs.
- The organization of the provision of all types of medical care (ambulance, hospital, outpatient care, provision of medicines, preventive care, health services).
- Fixing information (the entire sequence of actions on the occasion, the insured person’s call, the type of assistance, the order of assistance, the result of the assistance provided).
- Case control (until the case is completed, employees see additional actions on this event in the current mode).
- Quality assessment (an opportunity to ask a question about the quality of the services rendered and the help received) during the event management.
- Analysis of documents for the payment, organization and conduct of medical and economic expertise.
- Fixing costs (at the same time as organizing the service costs are fixed, which allows you to immediately see the remaining balance of the limit and the sum insured).
- Integrity of information (for each Insured person there is a separate unit, in which the entire history of appeals during the term of the contract, with renewal - including for the past periods).
- Analysis and management of the insurance portfolio (using the software any analysis of the portfolio is possible).
- Increase customer loyalty.
- Continuous monitoring of the level of damages due to regular reports.
- Prevention of fraud on the part of medical institutions (analysis and examination of all documentation for each treatment).
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 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.
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.
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.
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.
Data exchange between programs of the "BAS" line, configurations "UTP", "UVP", "UT 2.3" and "Client-Bank" systems
- Downloading in BAS payment orders from the “Client-Bank” system upload files;
- Automatic counterparty search by EGRPOU codes;
- Automatic creation of new counterparties with filling in all available parameters (current account, EGRPOU code and others);
- Unloading of payment orders from BAS to “Client-Bank”;
- Setting up an exchange with the “Client-Bank” of any bank;
- Automatic search for transactions: customer accounts, supplier accounts. (additional functionality, rating at the end of the page).
Workplace of the clinic administrator
The configuration automates the workplace of the clinic administrator for keeping records of visits to doctors, arranging for receiving patients, generating statistical reports, and organizing work with insurance companies.
Purpose and functions of the program:
- Clinic Administrator Workstation.
- Schedule an appointment with doctors.
- Work with insurance companies.
- Work with affiliates.
- Simple, intuitive interface.
- The ability to work through an Internet browser.
- Printing cash receipts for fiscal registrars.
- Service accounting: prices, discounts
"Payment calendar" report
Several reasons for which you should automate the formation of a payment calendar:
- Every working day you spend time creating a payment calendar in Excel;
- You are not satisfied with the implementation of the standard report "Payment Calendar" - it is hard and not universal.
Accounting for bonuses. Bonuses from sales turnover, bonuses for payment, bonuses on the line of sale
- bonuses from sales turnover (with the possibility of specifying a percentage for a separate item);
- bonuses for payment;
- bonuses per line in the invoice.
Treatment of elimination of negative balances, generation of receipts on negative balances
Automatic formation of receipts on negative balances:
- On real negative balances with the formation of incoming invoices for selected external suppliers with a control of our profits for a certain percentage;
- closing of negative balances within a single base between their organizations, where one acts as a supplier of goods and the other as a buyer;
- closing of negative balances in accounting with the formation of goods movements from warehouses where there is a commodity to a warehouse where there is no goods.
Group printing of documents
Functionality "Group printing of documents" can be used anywhere in the configuration "1С:Підприємство", where you need to perform group printing of documents.