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If you do not want to delve into the settings for crm and wish that We all set up for you, then fill out the brief

Brief on the introduction of crm + online store

Company name:

Name:

Telephone in international format: Example + 38-0800-750-604

E-mail:

Field of activity:

What tasks should CRM solve?

What CRM systems were used?:

What fields are needed in the company's card? (Phone, E-mail, Skype, Web-site, Type of company (LID, client), source of attraction, type of cooperation, link to social network, address ...):

What fields are needed in the employee's card? (Name, phone, E-mail, Skype, post, date of birth, link to social network, address ...):

What drop-down lists are needed in the customer base for additional segmentation ?:

What are the client's statuses? (For the funnel of customers - LEAD, Client):

What access rights are needed? (For example: admin, user, cashier):

What number of employees plans to work in CRM, what positions do they occupy ?:

Do you have IP telephony? Do you need ATC connection ?:

Do I need to connect to mail ?:

Do I need to connect warehouse accounting? If yes, how many warehouses do you need ?:

Do you need integration with 1C ?:

Do I need primary accounting ?:

How many companies will be on your side ?:

Do I need a module of advanced orders ?:

Do I need a module of transactions? (An excellent solution for selling services):

Do you need a personal cabinet for your clients or partners ?:

Do you need an online store or a site based on CRM ?:

Do I need to connect your site to CRM? If so, which CMS is it ?:

Do I need to automate the filling of the store ?:

To which portals do you need to make a connection to trade goods from CRM? (For example: Prom, Hotline, Rozetka): How to create income items ?:

What are the expense items for creating ?:

What interface language is needed? (The system is multilanguage and you can use your localization in one account):

What reports are needed ?:

What types of deals are needed ?:

What types of tasks are needed? (For example: contacting the client, meeting ...):

A comment:

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Brief on the introduction of crm + online store

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