from all sources are collected into a single list and distributed among operators. Each customer has overall communications history despite the channel.
assign tasks to employees automatically, send messages to customers and change their data.
OPERATORS
work in a single window mode - it is not necessary to leave CRM for viewing stock balances, issuing invoices, arranging delivery.
ORDERS
TRIGGERS
1.
Work With Orders
Necessary tools for stream order processing
Tasks
Assign tasks manually or automatically by means of triggers
Actions with orders
Link orders to each other, copy them, divide or combine
Duplicates detection
All duplicates in CRM are detected automatically. Then you can combine them
History of changes
Every change of the order is saved in the timeline, as well as the changes` author
Customer behavior
See which products the customer viewed at the site or bought. Use this information for relevant repeated sales
Statuses
Manage the order lifecycle using statuses and statuses groups
Validation
Configure validation rules to limit certain actions
Group actions
Reassign managers, change statuses or custom fields, print documents, ticking several orders at the same time
Automatic uploading orders and requests from all possible channels
Connect all orders channels to import automatically to CRM:
sites and landing pages;
marketplaces;
social networks and messengers;
mobile applications;
live chats;
phone;
e-mail
CPA networks.
Omni-channel sales
Stop dividing customers into offline and online ones
For seamless retail you need only:
sales points` interface;
integration with POS terminals;
ordering via self-service terminals;
adding products to an order by means of a barcode scanner;
documents printing;
customer identification on a discount card
Communications with customers
IP telephony Calls are distributed automatically between managers. A pop-up window with brief information about the caller appears at an incoming call. Calls records and history are available on the order page and calls log.
Email and SMS Communicate with your customers by Email and send SMS. When necessary, this can be done by triggers, instead of operators.
Messengers Connect messengers that you use to the retailCRM and communicate with customers in the most convenient place for them.
Order assembling
Access to the catalogue with actual prices and balances directly from CRM.
Track products SKUView leftover stocks by trade offers
Work with products Monitor products warehouses and manage their movement, offer analogues to the customers
Statuses correspondence Set up the correspondence between products statuses and orders statuses for more automation.
Trigger system
Configure a trigger chain of rules for full automation Use about 500 objects as trigger conditions.
Some examples of using triggers:
transactional notifications;
notifications and assigning tasks to employees;
automatic changing the data on a customer, an order or a manager;
automatic outgoing call;
http requests
CPA networks.
Interaction with legal entities
Create companies in CRM, add contact persons and their stores to them and manage corporate sales.
Orders Delivery
Integrate with delivery services and use your own couriers for managing the delivery from the order page
Cost calculation
Delivery cost is calculated on the fly directly on the order page. Customers will love your speed.
Sending a request for delivery
You can send the request to the delivery in 2 clicks, not leaving CRM.
Cost constructor
Use dynamic delivery cost depending on region, weight and order sum.
Delivery statuses
Current delivery statuses are available in CRM. Use them when communicating with a customer or set up automatic notifications.
Managing product shipment
Manage requests for couriers of delivery services.
Your own couriers
Add your own couriers and assign the delivery of orders to them.
Stickers printing
Print stickers and supporting papers directly from the order page.
Integrations made
Connect delivery services you use in the store in the marketplace section.
Automation of Business Processes
Make yourself and your employees free from the manual routine actions by means of automation tools
Statuses matrix
Set the required statuses transitions depending on the order type or the user group
Time limits
Specify the maximum time the order should stay in every status for monitoring expirations in order processing
Smart distribution of orders
Set up the rules for orders distribution according to the order type, method or store
Access rights
Control access rights to orders and customers
Separate statuses for cancellations and returns of products
Statuses for cancellations and returns of products are always in the separate group for correct analytics
Geohelper
Built-in service Geohelper determines time zone, time and customer index automatically, also it calculates the address
Increase
Repeated Sales and Loyalty
Built-in CRM marketing helps to move beyond the order and increase customer LTV on the fly.
Collect customer data from all sources in CRM. Make segmentation of the base taking into account this data.
Set up automatic rules for increasing repeated sales. Send personalized mailings by segments.
Use a loyalty program for customer retention
2.
360-degree customer profile
Gather and store information about the customers.
360-degree customer profile contains all customer information which can be used for segmentation and personalization. Information is added constantly at every contact of the customer with the store.
Base segmentation
Create dynamic and static segments.
by behaviour on the site (utm, visits, aims);
by RFM indicators (sum, recency and number of purchases);
by purchases made (products, categories, stores);
by customer profitability (LTV, average order value);
by common characteristics (gender, birthday, city, country);
by custom fields.
Personalized mailings
Send E-mail and SMS mailings by segments. Add product recommendations and dynamic content to your letters for more personalization. Analyze the effectiveness of mailings by means of the detailed analytics.
Marketing rules
6 marketing mechanics to create rules.
Create your own rules for triggered mailings, creating tasks and notifications. Use 6 ready marking rules for this:
items of regular consumption;
upsells to purchased items;
personal dates;
seasons and holidays;
time since the last purchase;
items view.
Trigger system
Configure a trigger chain of rules for full automation Use about 500 objects as trigger conditions.
Some examples of using triggers:
transactional notifications;
notifications and assigning tasks to employees;
automatic changing the data on a customer, an order or a manager;
automatic outgoing call;
http requests
CPA networks.
Loyalty program
Manage discounts and discount cards.
Manage discount cards, personal and cumulative discounts. Set up flexible conditions using the discount constructor.
Sell in Messemgers
CRM Chat aggregates messages from Instagram, WhatsApp, Telegram, Viber, and Facebook into a single window and distributes dialogues between managers.
Communicate with customers in messengers in CRM interface. View all earlier information about the customers in 2 clicks.
Create orders directly in CRM conversations. Check stock availability due to built-in product catalogue.
Automate conversations using chatbots and automatic distribution of requests. Use reply templates prepared in advance and context actions for creating orders on the fly
3.
All messages in the single window
Messages from messengers are collected in a single window and distributed among operators. It is not necessary to pinball between services or tabs. CRM Chat is a pop-up window that is available from any section of CRM.
Communicate with website visitors
Live chat for the website will help to pay attention to the visitors of your website. Increase sales by consulting them up until they leave the site.
CRM and messengers as an integral whole
The product catalogue is integrated into retailCRM Chat, that is why it is possible to add products to the order, not interrupting communication with the customer - operator sees how many items are in stock.
No extra clicks
Customer name, delivery address and e-mail are added to the customer page avoiding manual actions. Information about the delivery, payment and a product is sent to the customers in a couple of clicks.
Omni-channel strategy
If the customer made purchases in your store, the operator will see everything about his/her previous orders and communications. Even if they were in offline store.
API bot
We can develop and connect bots in order to improve customer experience.
Analytics section
Control Key Business Indicators
Analytics section will help to control the situation in the store in all matters:
- operational indicators by orders and customers
- which products and categories are best-selling
- how your employees work and which of them bring more profit
- what happens to your communications
- what is the financial productivity of your store
4.
Order analytics
key indicators by orders
sales funnel
widget constructor for creating your own reports
business process analysis
average time of staying in statuses
Customer analytics
key indicators by customers
RFM analysis
widget constructor for creating your own reports
Product analytics
ABC / XYZ analysis of products
cancellations report
analytics by product properties
tabular reports on sales of products and trade offers