Integrations
The CRM, 1C and BAS, the warehouse, the till, telephony and messengers start exchanging data by themselves. The order, the payment, the receipt, the shipment, the call and the chat sit in one record.
What people usually arrive with
What we do
CRM and accounting system
Orders, payments, shipments and stock move between systems without being carried by hand.
Till, bank and documents
Receipts, statements and documents land where people look for them, not in a folder on a drive.
Telephony and messengers
Calls, recordings and chats are attached to the customer record along with the history.
Local services
Delivery services, tills, payment providers and public registries, at the points in the process where they are needed.
Checks and a log
Every exchange is logged, and discrepancies are visible straight away rather than at month end.
The base for everything else
Until data moves between systems, any agent is working blind. This is usually the first step.
What this looks like in practice
Typical scenarios in this area: what people arrive with and what we do about it. These are not named client cases, the confirmed work is collected in the portfolio.
- Situation
- The site kept selling what the warehouse no longer had.
- What we do
- Stock and prices are synchronised, and the order reaches the accounting system immediately.
- Situation
- Calls lived in telephony and deals in the CRM, and only a person could connect them.
- What we do
- The call, the recording and the transcript are attached to the deal. The history sits in one place.
- Situation
- Waybill numbers were copied into a spreadsheet by hand and statuses checked one by one.
- What we do
- Waybills are created from the order, and statuses reach the record and the customer.
Book a thirty minute conversation
Pick a time that suits you. We will talk about how the process works today and where it breaks