Operating system: Windows, Android, macOS
Group of programs: Business automation
Maintaining reports in CRM
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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.
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How to buy the program?
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Who is the developer?
Program screenshot
A screenshot is a photo of the software running. From it you can immediately understand what a CRM system looks like. We have implemented a window interface with support for UX/UI design. This means that the user interface is based on years of user experience. Each action is located exactly where it is most convenient to perform it. Thanks to such a competent approach, your work productivity will be maximum. Click on the small image to open the screenshot in full size.
If you buy a USU CRM system with a configuration of at least “Standard”, you will have a choice of designs from more than fifty templates. Each user of the software will have the opportunity to choose the design of the program to suit their taste. Every day of work should bring joy!
Reporting in CRM is one of the most important components of the functioning of these high-tech management technologies. The more organized the process of reporting and reporting in CRM is, the more efficient the entire CRM work will be.
Within the framework of the CRM system from the Universal Accounting System, there is a special functional subsection for reporting. As part of its use, you can generate reports and documents on sales volumes, customer base, suppliers, markets, etc.
Our application and the optimization of reporting in CRM with it will allow you to better organize and regulate the actions of all your managers and ordinary employees. Also, as part of the functioning of CRM, USU will constantly monitor their work.
With the help of a CRM system from USU, it is possible to automate the entire process of concluding a transaction with a client or individual stages.
Our software development will significantly reduce the time for conducting repetitive business processes within CRM. Another useful functional solution will be setting up automated control over the communication of managers and employees with customers.
Among the analytical procedures that our application will deal with, it is worth highlighting the automated analysis of the level of involvement in the work of employees of the enterprise and the level of loyalty of the average client to the goods or services of your company.
In an automated mode, the company's customer base will be formed and stored, as well as the history of the complete process of interaction with them will be collected. Such work with databases will allow you not to lose a single potential client who has shown any interest in your company.
Our CRM will help your sales team build the best possible case management and reporting system. Having built such a system, in the future the application will prompt managers what to do and how to act in different work situations. With the help of CRM, it is decided when and how best to respond to a new request from a client, whether he should call or contact in some other way.
If it is convenient for you to do this, you can set up a mode in which the USU application will generate and send letters and SMS to consumers on its own.
Who is the developer?
Akulov Nikolay
Expert and chief programmer who participated in the design and development of this software.
2024-11-23
Video of maintaining reports in CRM
Well-organized reporting in CRM from USU will allow not to lose a single application from new and old customers, systematize all the activities of managers and control it, find ways to improve business management and further increase the economic performance of the company.
Our program will design reports of various types.
All reporting will be standardized and brought to a single standard for greater ease of interconnection with it.
Reporting activities will become faster and better.
The organization and execution of reporting on sales volumes is automated.
The application from USU will be engaged in the formation of reports for each type of product or service, reports for different categories of consumers.
Automated reporting on sales volumes in different periods and seasons.
Electronic sales funnels will be compiled as a type of reporting.
Automatic compilation of sales scripts will be adjusted.
Download demo version
When starting the program, you can select the language.
You can download the demo version for free. And work in the program for two weeks. Some information has already been included there for clarity.
Who is the translator?
Khoilo Roman
Chief programmer who took part in the translation of this software into different languages.
Instruction manual
Software from USU will be engaged in planning and analysis of procedures in the field of promoting products or services of your company.
There is a function of registering and receiving orders and customer applications and reporting on these applications.
The entire marketing policy of the company is being optimized.
Work in the field of document flow will improve.
All customer-oriented work will be better and more efficient after the implementation of our application.
CRM from USU will organize and regulate the actions of all your managers and ordinary employees.
Permanent automated control over their work will be set up.
The entire process of concluding a transaction with a client or individual procedures within this process are automated.
The time for conducting repetitive business processes within CRM will be significantly reduced.
Order a maintaining reports in CRM
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?
Send details for the contract
We enter into an agreement with each client. The contract is your guarantee that you will receive exactly what you require. Therefore, first you need to send us the details of a legal entity or individual. This usually takes no more than 5 minutes
Make an advance payment
After sending you scanned copies of the contract and invoice for payment, an advance payment is required. Please note that before installing the CRM system, it is enough to pay not the full amount, but only a part. Various payment methods are supported. Approximately 15 minutes
The program will be installed
After this, a specific installation date and time will be agreed upon with you. This usually happens on the same or the next day after the paperwork is completed. Immediately after installing the CRM system, you can ask for training for your employee. If the program is purchased for 1 user, it will take no more than 1 hour
Enjoy the result
Enjoy the result endlessly :) What is especially pleasing is not only the quality with which the software has been developed to automate everyday work, but also the lack of dependency in the form of a monthly subscription fee. After all, you will only pay once for the program.
Buy a ready-made program
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!
Maintaining reports in CRM
Automated control over the communication of managers and employees with customers will be set up.
The analysis of the level of involvement in the work of employees of the enterprise is computerized.
The program will periodically analyze and evaluate the level of loyalty of the average client to the goods or services of your company.
The software will form and save the company's customer base, as well as collect the history of the complete process of interaction with them.
The computer assistant will itself generate and send letters to various kinds of consumers.
CRM helps you decide when and how best to respond to a new application.
The program itself decides whether to call customers or contact them in some other way.
USU will help your company's sales department organize the best possible case management and reporting system.
Reporting will be designed in such a way as to be convenient for further analysis and use.
The main goal of our CRM system can be called the search for ways to improve the conduct of business and further increase the economic performance of the company.