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Operating system: Windows, Android, macOS
Group of programs: Business automation

Software USU

CRM to control an execution of tasks

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  Who is the developer?

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Most entrepreneurs with business expansion are faced with the problem of monitoring the work of subordinates, the timeliness of the execution of tasks and projects, and in fact the reputation of the company and the prospects for further development depend on these factors, the option of introducing CRM to control the execution of tasks could solve these nuances. The involvement of modern technologies and effective developments allows us to optimize not only the performance of work duties, but also provide tools for continuous monitoring. The CRM mechanism is focused on creating a unified structure for the interaction of employees on common issues, for their prompt coordination, in order to provide the client with a maximum of high quality services. The focus on meeting the needs of counterparties is becoming a trend of any business, since profit depends on it, the ability to maintain their interest in products. The reason for this was a highly competitive environment, when people have a choice where to buy a product or use a service, and the cost is often in the same price range. Therefore, the most important sales driver is maintaining an effective mechanism for interacting with consumers, using all possible technologies, including CRM. Automation and the introduction of specialized software means a transition to a new platform, where each employee will be under the control of software algorithms, which means that the execution of tasks will be continuously monitored. It will not be difficult for an electronic assistant to monitor all tasks at the same time, since a certain scenario is prescribed in the settings, the deadlines for their implementation, any deviations from which must be recorded. For management, this will be a significant help in the performance of managerial functions, since all information will be received in a single document, checking a specialist or a project will become a matter of minutes. The only thing when choosing a CRM program to control the execution of tasks is to pay attention to the possibility of restructuring to the specifics of the company or its initial narrow focus.

Who is the developer?

When searching for applications, you will certainly come across a wide variety of offers, advertising banners with promising slogans, but the main criterion in this area should be the functionality and its organicity with the needs of the company. In most cases, ready-made developments force us to partially or completely change the usual format in doing business, which often brings a lot of inconvenience. As an alternative, we suggest that you familiarize yourself with our program - "Universal Accounting System", which has a flexible interface for restructuring according to the nuances of activities and customer requests. The platform supports CRM technologies, which will allow, in addition to systematizing business processes, to organize an effective structure for the interaction of personnel with each other and with consumers. The CRM configuration for task performance control is created almost from the very beginning, with a preliminary study of the features of building departments, the needs of owners and employees, so that the final version can fully satisfy users and achieve their goals. The system is distinguished by a simple menu, which is built on only three functional blocks, eliminating the use of complex professional terminology. This will help employees quickly master the platform and start active operation, while receiving a separate workspace protected by a login and password. Employees will be able to start performing their duties immediately after completing a short training course conducted by developers in person or remotely. The remote format can be used when performing software installation, setting up algorithms and subsequent operations related to information and technical support. In order for each task to be performed in accordance with all the rules, a program procedure is created according to them, documentation templates are formed, formulas of any complexity. Any processes and all activities of the personnel will be under the control of the application, with mandatory recording and provision of detailed reports to the management department, while several departments can be combined at once, even geographically remote from each other.

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Our version of CRM to control the execution of tasks will be a unique opportunity to free up time, financial resources from performing many routine operations, as they will go into automation mode. Software algorithms will help to avoid rush jobs with a large number of transactions, do not forget in a timely manner, start completing tasks. Using the CRM application, it is convenient to create tasks for each counterparty, prescribe details, attach documentation and determine the responsible person, based on the direction and workload of the specialist. The electronic scheduler itself will remind the subordinate of the need to do this or that task by displaying the appropriate notification on the screen. As the project progresses, the database will display the readiness of each stage, which will be under the control of the management. Task management is built in such a way that if an employee overdue the assignment, then this fact is immediately displayed and you can take the necessary measures, find out the reasons. If you prescribe goals in the electronic calendar, the system will automatically generate an order and send it to a specific manager, remind you of the call, the need to send a business proposal, offer special conditions or discounts. Now, in order to successfully complete the transaction, you only need to follow the suggested instructions, fill out the documentation templates embedded in the platform's CRM algorithms. Thus, the sales cycle will become shorter, and revenues will increase, all against the backdrop of increasing levels of consumer loyalty. By creating a unified information base and maintaining an archive of calls, transactions, documentation, any manager, even a beginner, will be able to quickly get involved in the business and continue the work of a colleague without wasting time and interest of the counterparty. To speed up the filling of directories, you can use the import option, keeping the internal order, while most of the available file formats are supported. An additional channel of communication with the client base will be mailing by e-mail, via viber or sms. In this case, you can use both the mass format and the selective one, when information is sent to a certain category. These and many other functions, provided through the use of CRM technologies, will contribute to the rapid increase in the company's turnover.

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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 to control an execution of tasks