CRM для ТЕЛЕКОММУНИКАЦИОННЫХ компаний

Posted by in CRM для Телекоммуникационных компаний - (Комментарии к записи CRM для ТЕЛЕКОММУНИКАЦИОННЫХ компаний отключены)

Почему Телеком-компании выбирают BPM, а не CRM?

И какой BPM нужен Телеком-компаниям?
1. Web-интерфейс
2. User-friendly интерфейс
3. 100% конструктор разделов , деталий и карточек
4. Платформа содержит CRM, Документооборот (+версионность), Управление проектами
5. Платформа содержит Интеграционную шину
6. Внутри платформы мощнейший полнофункциональный конструктор Бизнес-процессов
7. Платформа содержит полноценный модуль Управления KPI
8. Платформа содержит Конструктор отчетов
9. Русскоязычная техническая поддержка, заинтересованность производителя
10. Комфортная стоимость лицензий

Управление временем
• Учет рабочего времени по каждому сотруднику
• Планирование и распределение ресурсов
• Автоматическое напоминание ответственным
• Просмотр расписания сотрудников
• Планирование периодических заданий, работ с сериями задач
• Контроль выполнения работ, оперативная отчетность

Автоматизация работы с Лидами
• Регистрация Лидов (потенциальных возможностей)
• Фиксация потребностей Лида
• Категоризация Лида: Объект или Клиент Юридическое лицо, Клиент Физическое лицо
• Идентификация адреса Лида и возможности подключения к существующей инфраструктуре
• Формирование задач по Лиду
• Прикрепление документов Лида

Исполнение проектов
• Формирование этапов проекта
• Возможность включения в рамки проекта работ подрядчиков и поставщиков
• Формирование заявок на привлечение подрядчиков и поставщиков из проекта
• Возможность хранения неформализуемых документов по проекту
• Возможность фиксации фактически выполненных этапов по проекту
• Ведение Ленты сообщений по проекту
• Возможности фильтрации по проектам
• Возможность формирования единого отчета по каждому проекту

Автоматизация работы с подрядчиками и поставщиками
• Базовый (9 шагов) Бизнес-процесс подбора подрядчика/поставщика
• Формирование рамочных договоров и приложений
• Контроль оплат подрядчикам
• Интеграция с 1С для экспорта договоров и импорта фактических платежей
• Хранение коммерческих предложений, смет и неформализуемых документов

 

Документооборот
• Хранение результирующих (сканов) документов:
 Договоры с клиентами, Договоры с подрядчиками и поставщиками:
 Акты, Товарные накладные, Счета-фактуры
 КП, Проектные документы;
• Формирование документов
 Договоры;
 Заявки.
• Поддержка версионности документов
• Визирование документов
• Создание архива документов

 

Бизнес-процессы сервиса по объектам для абонентского отдела
• Создание заявок
• Определение и назначение внутренних или внешних ответственных
• Отправка-доставка-забор оборудования из ремонта
• Исполнение работ по решению заявки

Маркетинг
• Организация внешних и внутренних мероприятий
• Фиксация источников привлечения новых клиентов и объектов
• Оценка эффективности маркетинговых мероприятий

 

Интеграция со складом 1С
• Формирование Заявок на закупку оборудования
• Формирование Заявок на отгрузку
• Импорт данных об остатках оборудования из 1С в XRM
• Хранение объективной информации о наличии оборудования на объектах

Отчеты и KPI
• Отчеты по наполненности данных в системе по основным сущностям;
• Единый отчет по проекту;
• Отчет по платежам подрядчикам и поставщикам;
• Сводный отчет по проекту;
• 2 стратегических отчета по продажам;
• 2 операционных отчета по менеджерам;

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