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  5. CRM for calling
Rating: 4.9. Number of organizations: 756
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Countries: All
Operating system: Windows, Android, macOS
Group of programs: Business automation

CRM for calling

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Quick transition.
What do you want to do now?

If you want to get acquainted with the program, the fastest way is to first watch the full video, and then download the free demo version and work with it yourself. If necessary, request a presentation from technical support or read the instructions.



CRM for calling - Program screenshot

Maintaining the client base and keeping it up to date becomes one of the primary tasks in the field of implementation, since the turnover and profit of the company depend on it, managers are required to periodically make calls, offer services, but if you connect CRM for calling to this, then you can significantly increase efficiency. High competition and business requirements leave no other choice but to focus business and specialists on customer satisfaction, as this is the only tool to retain interest and trust. A person now always has a choice where to buy this or that product, use the service, since there are many companies with a similar line of business, and prices often do not differ much, so the main factor is the service received and additional advantages, in the form of bonuses, discounts. Calling should be made with a frequency determined by the regulations, depending on the category of the client and the specifics of the activity. For the reactivation of the base in the auto parts store, this period can be several years, and in the trade in daily demand goods, the period is reduced to a week. But, if you systematize the tasks of interacting with counterparties by means of automation, then new prospects for expanding your business will open up. In itself, the introduction of integrated programs simplifies the implementation of most processes that were routine, but no less important. And, if we add CRM technologies to this, then we can form a new mechanism for the interaction of specialists, where each of them will perform work duties on time, and also use all possible resources to inform customers. A well-established CRM strategy will be able to quickly increase sales, overtake competitors and significantly increase the loyalty of counterparties. As a rule, such platforms are equipped with tools to control existing projects and tasks, eliminating the possibility of delay or inappropriate actions, facilitating management for business owners and department heads.

Who is the developer?

Akulov Nikolay

Expert and chief programmer who participated in the design and development of this software.

Date this page was reviewed:
2024-04-25

This video can be viewed with subtitles in your own language.

First of all, it is necessary to choose software that would meet the needs of the company, and for this you should pay attention to the proposed functionality, as well as ease of management, because a long and complex adaptation will delay the transition process. For the most part, off-the-shelf applications fall short in one way or another of the expectations some choose to measure against. But, we offer not to make compromises that will affect the efficiency of automation, but to take advantage of our offer to create an individual solution using a prepared basis. "Universal Accounting System" has a simple, at the same time multifunctional and flexible interface, which can be changed for certain tasks, areas of activity. When developing a project, specialists will take into account not only the wishes and requests of the client, but also the data that they receive after studying the internal structure of the organization. The configuration prepared in all aspects is implemented on computers, and this procedure can be organized at a distance using an Internet connection. Future users will be able to start using the software immediately after completing a short training course from USU specialists, which will require only a few hours of working time. Employees of the sales department and accounting department will receive different access rights to data in the CRM platform for calling customers, depending on their duties, this allows you to regulate the circle of people who will use official information. Our software platform will help in a short time to increase the level of sales, lead to the optimization of processes for attracting and advertising, improve service due to the availability of a full range of data, history of cooperation for the entire period. To ensure order in the work of the company, algorithms are defined in the settings, they will become a kind of instruction that cannot be deviated from, and formulas for numerous calculations and documentation samples will also come in handy. In order to start the full use of the application's capabilities as soon as possible, you should organize the filling of catalogs, directories and databases, speed up this procedure easily using the import option. At the same time, order is maintained, employees will have the opportunity to supplement the cards with data manually as new information becomes available.


When starting the program, you can select the language.

Who is the translator?

Khoilo Roman

Chief programmer who took part in the translation of this software into different languages.

Choose language

The CRM platform for calling the customer base will help to competently approach the organization of the work of sales managers, rationally regulate and give tasks, with subsequent transparent control over execution. But not only the development will cope with the calls, it is able to automate the conduct of transactions, the execution of contracts and related documentation. The implementation of the main part of monotonous, routine processes will allow specialists to pay attention to communications as the main source for attracting a client. All calls and correspondence with contractors are recorded, so management will have tools for remote control, evaluating the productivity of a subordinate or a specific department. Options for auditing CRM software will help in analyzing the level of involvement of specialists in projects, developing a motivational policy, encouraging active participants. Analysis options will help in studying the indicators of the level of loyalty in relation to the organization, and based on the data obtained, create a strategy for further development. The electronic format of maintaining a customer base allows you to save the entire history of interaction, which is convenient to check at any time, to think over subsequent options for attracting attention. The CRM system will help managers in the sales department to fulfill their duties on time, immediately respond to requests, make calls on lists, and plan tasks for the future. In the application settings, you can create an algorithm for sending letters and messages to the customer when a certain stage of the order is completed, thereby maintaining constant communication. The CRM configuration for calling customers will not allow the loss of applications for new counterparties, by systematizing the work of employees and constant monitoring, finding points for expanding business directions. Due to the availability of certain standards for automating processes in implementation, it is possible to eliminate unproductive costs and save time on filling out documentation. Information on transactions is reflected in the customer's cards, which will simplify the task of restoring the chronology, and will allow a new employee to quickly understand in the event of a transfer of cases. The software will not only create conditions for the efficient work of the staff, but also provide the management with all the necessary reporting, reflecting in graphs and charts information on calls, sent offers, sales amounts and the implementation of plans.



Order a cRM for calling

To buy the program, just call or write to us. Our specialists will agree with you on the appropriate software configuration, prepare a contract and an invoice for payment.



How to buy the program?

Installation and training are done via the Internet
Approximate time required: 1 hour, 20 minutes



Also you can order custom software development

If you have special software requirements, order custom development. Then you won’t have to adapt to the program, but the program will be adjusted to your business processes!




CRM for calling

The presence of certain settings allows you to reduce the period of preparation of documentation, including daily reports, the data for them is used from the database. When integrated with the company's website, the program will track and distribute all applications among specialists, focusing on the real workload, areas of activity. This approach allows you to eliminate the human factor, not to lose a single appeal, which means that it will be possible to increase profits. Business management can be organized at a distance, using a device with a pre-installed program and the Internet, thereby creating the most transparent and comfortable conditions. In order for communication between all employees to be carried out at the proper level, an internal module for exchanging messages and documentation is provided. The presence in the CRM platform of certain patterns of response to emerging situations will allow you to adhere to the corporate standard, maintain the company's reputation. To automate the call, when ordering a project, you should immediately indicate the need for integration with telephony so that each call and its results are stored in the database. The presence of common standards will help increase profits, as it will increase the speed of performing work duties, reducing the expenditure of time and financial resources.