Where is the logic, brother?

When analyzing any software package, I always wondered: how did the developers see their system at the end? What blocks or modules were operated on. What did they mean when they called the menu section “Other” or “Advanced”. What are the links between the blocks they planned and how are they designed now? Talking about our YoollaCRM, I would also like to share my thoughts in the design and further development. Perhaps this will help to understand the holistic infrastructure of the entire system.

Naturally, you need to start with the Clients module. This is the most anticipated block, which includes the Contacts subsection. The whole difference between them is that the Client is an organization, and the Contact is a person in this organization. In different CRMs this block is implemented differently, someone has more data, someone has less. During the operation, we identified a number of needs that were met in our CRM. Firstly, these are different types of list display. I am not talking about searches by part of a word or selections by the first letter of the alphabet. I am talking about a custom view by any criteria.

Secondly, it is quick access to customer data. Without opening cards and tedious transitions. Right there, in the same window. Of course, you can open a full page with all the data, but often basic data is required: last name, phone number, address, topic of the last contact. Quick and easy. Naturally, CRM has the ability to import and export Customers and Contacts. In addition, it is worth mentioning the possibility of group customer management. This is an opportunity to transfer them from one manager to another, or change their territorial affiliation or simply delete them.

You can evaluate all the other “joys" in the demo version on the site yourself, there is no need to write about them here. And we will move further along the logical chain. The logical block arising from the Clients is the Calendar. In it you can plan meetings, calls, sending letters and other events. All the activity of your staff will remain in history, and all their plans will be in full view. An interesting highlight is the plan for the day. Not only that, it is sent in the form of a letter in the morning to you in the mail, but it can also be imported into the Google calendar and remind you of your affairs on your smartphone. And for those who are very careful, it is possible to print a diary sheet for subsequent monitoring already on paper. A calendar is almost always on the screen. Look at the previous screen. See the die on the bottom left? By clicking it, it will unfold in your usual calendar.

Another logical block arises from the Clients - this is the Transaction block. Exactly the Transaction is what we want from any of our Clients. For her sake we conduct our activities. The transaction block also has a very informative structure. Here, transactions, dates of their creation, expected amounts, stage of the transaction, counterparty, responsible employee, etc. are clearly displayed. Again, by clicking on the deal we will get the quintessence of information on it. And, of course, it’s easy to go to the full section on the deal with all the information. We worked with this unit for a long time and it got interesting functions from us. For example, “Checkpoint”. In addition to the stages of the transaction, you can always assign control points that will “loom” to you if they are not fulfilled on time. These are not just events that the manager himself appointed, this is a system installation, which tells the employee about the next “move”. If you skip such a point, the deal begins to “hurt”. She blushes and then the manager in the list of current transactions notices her “unhealthy” appearance. Thus, the employee cannot “abandon” the transaction, for example, sending a CP and forgetting (or scoring) to take further actions.

From the Transaction block, we logically go to the Documents block. All actions between contractors are accompanied by many documents. We have not forgotten about this. And for the convenience of work, we prepared a block in which you can prepare pre-formed templates for generally ANY documents (at least a personal bible) in DOC format, with variables inserted into it. And when this document is written out in CRM, the variables will be replaced with real data. Thus, employees in 1 click will form a contract, specification, invoice or additional agreement. Errors and corrections in the documentation have come to an end! Bills stand apart. They have paid status or not. They have billing dates and payment dates, as well as a binding to the transaction. Everything is simple and logical.

From the Documents block, we smoothly flow into 2 interesting blocks - Finance and Analytics. Not many CRMs can boast of having financial planning. In YoollaCRM is. This block allows you to reduce costs and revenues into a single table and visually display on the chart. This unit allows you to plan expenses for office, staff, advertising, suppliers. And also see the planned income and the results of the work for the month. It is always nice to see a graph of the results of work above 0.

Another strong YoollaCRM block is analytics. There are more than 50 of them in our system. Analytics is the end point of the logical chain from the Customer search to the closing of the Transaction. It is very important for the manager to understand how to work most efficiently. Who is the most effective and why? How to make staff work the most productive? What tools bring the most return? The answers to all these questions are given by the analyst. In our system there are more than 50 reports on all areas of activity: from the number of letters sent to the amount of invoices issued, from the number of transactions to the average duration of a telephone conversation.

This could complete the general description of the largest blocks of the system. BUT! For sweet, we have prepared SUPERBLOCK. It combines all the information into a single whole. In the form of graphs and tables. This is a dashboard. This is a squeeze of the entire work of the company. This is what the manager sees when entering CRM. One glance - and he understands the whole situation in the organization. All payments, transactions, contacts, invoices, account balances, execution of plans, etc.

Here, in brief, and the whole excursion on the main blocks of the system. Outside the bounds of this review, such auxiliary blocks as the lead collector, product catalog, marketing tools, knowledge base, discussions, working with the price list and shared files have remained. But even without a description of these YoollaCRM blocksIt works as a friendly, harmonious family and performs the functions assigned to it with high efficiency, convenience and comfort. Try it and see for yourself.

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