Инструменты для автоматизации работы с контрагентами и сотрудниками
Ведите учёт сделок с юридическими лицами и ИП
Добавляйте товары в каталог и автоматически формируйте номенклатуру при создании сделок
Проверяйте контрагентов на наличие долгов и судебных решений, используя внутренний рейтинг Сбера
Распределяйте задачи между менеджерами в зависимости от уровня их занятости
Принимайте и обрабатывайте заявки из электронной почты, мессенджеров и телефонии не выходя из системы
Используйте конструктор для создания счетов, договоров и коммерческих предложений
Настраивайте напоминания для команды и персонализированные рассылки по клиентской базе
Оценивайте скорость и качество работы менеджеров
Отслеживайте количество заявок и процент заключённых сделок
Визуализируйте данные с помощью графиков и диаграмм
Начните работу прямо сейчас за 0 ₽
Бесплатное обучение, настройка по видеоинструкциям в интернет-банке
Как пользоваться решением
Перейдите в раздел «Все продукты и услуги», найдите карточку «Управление продажами» и нажмите «Подключить». В меню появится раздел с новыми функциями, а на главной странице ― виджет с аналитикой
Нажмите «Перейти в CRM», заполните продуктовый каталог, добавьте сотрудников и контрагентов
Следуйте инструкциям помощника CRM и настройте личный кабинет для комфортной работы
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