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Pyzhik2015-11-03 23:48:05
CRM
Pyzhik, 2015-11-03 23:48:05

The problem of choosing CRM (wholesale trade). Is there one or do I need to sacrifice something?

Hello!
I ran into the problem of choosing a CRM, we used a lot of things, but each system has a problem that prevents it from working just tightly.
Now we use Amosrm, it is very simple, but we still lack some things.
Tell me, can there be some kind of system out of the box that combines all these functions?
But even with amosrm, we were faced with the lack of the functionality we needed:
1. Invoicing for payment (euros / rubles)
Bitrix - you can’t use both, you have to change constantly, then euros then rubles, it’s not convenient.
Amosrm - no integration with 1C 8.3, the standard program does not support invoicing in euros
2. Status of invoice payment linked to the transaction
3. Sending price lists to contacts (problems here and there, serious finishing is needed)
In Amosrm - you can only subscribe to the mailing list of the company, since the properties (dealer, active, welding wire) belong to the company, you cannot sign the company
4. In amosrm not task management is enough 5. Business processes and funnels
for business processes (there is a composite business process, they could not be implemented in Bitrix ) changed, not found by email either 7. Control of duplicates 8. Telephony (calls from CRM, recording preferably in CRM, call history, call analytics) 9. Integration with 1C (Accounts, goods)
10. Files in the cloud
11. Analytics for sales and manager work (as in amosrm, bpmonline)
12. Costs and margin on transactions (finance)
13. Integration with the site, online consultant on the site with CPM

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2 answer(s)
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WordPress WooCommerce, 2015-11-07
@maxxannik

Something needs to be sacrificed. We have our own CRM based on adaptive case management. You can write whatever you want there. The system is freely available to the public. The only trouble is that the adaptation of such toys costs from 1 million rubles. Sometimes 10-20 million.
Therefore, to everyone who does not have 1 million rubles, we recommend AmoCRM. And we use it ourselves in some transactions. Everything else is on our system.
As an option, you can write integration add-ons for amo that will help close the problems. It will cost a lot from one hundred to two hundred tr.

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