{"id":3196,"date":"2018-12-20T11:25:56","date_gmt":"2018-12-20T09:25:56","guid":{"rendered":"https:\/\/tonegan.bg\/staging\/products\/tonegan-erp\/upravlenie-vzaimootnosheniata-s-klienti\/"},"modified":"2025-10-09T01:34:07","modified_gmt":"2025-10-08T22:34:07","slug":"upravlenie-vzaimootnosheniata-s-klienti","status":"publish","type":"page","link":"https:\/\/tonegan.bg\/en\/products\/tonegan-erp\/upravlenie-vzaimootnosheniata-s-klienti\/","title":{"rendered":"Customers Relationship Management"},"content":{"rendered":"<div class=\"wpb-content-wrapper\" id=\"wpb-content-root\"><div data-vc-full-width=\"true\" data-vc-full-width-temp=\"true\" data-vc-full-width-init=\"false\" class=\"vc_row wpb_row vc_row-fluid vc_custom_1520129686003\"><div class=\"wpb_column vc_column_container vc_col-sm-12\"><div class=\"vc_column-inner\"><div class=\"wpb_wrapper\"><div class=\"vc_row wpb_row vc_inner vc_row-fluid vc_column-gap-20\"><div class=\"wpb_column vc_column_container vc_col-sm-3\"><div class=\"vc_column-inner\"><div class=\"wpb_wrapper\">\n\t<div  class=\"wpb_single_image wpb_content_element vc_align_center wpb_animate_when_almost_visible wpb_fadeInUpBig fadeInUpBig\">\n\t\t\n\t\t<figure class=\"wpb_wrapper vc_figure\">\n\t\t\t<div class=\"vc_single_image-wrapper vc_box_shadow_border_circle\"><img loading=\"lazy\" decoding=\"async\" width=\"675\" height=\"559\" src=\"https:\/\/tonegan.bg\/wp-content\/uploads\/2018\/11\/crm.png\" class=\"vc_single_image-img attachment-full\" alt=\"CRM\" title=\"crm\" \/><\/div>\n\t\t<\/figure>\n\t<\/div>\n<\/div><\/div><\/div><div class=\"wpb_column vc_column_container vc_col-sm-9\"><div class=\"vc_column-inner\"><div class=\"wpb_wrapper\">\n\t<div class=\"wpb_text_column wpb_content_element intro-text\" >\n\t\t<div class=\"wpb_wrapper\">\n\t\t\t<p><strong>Module &#8222;Customer Relationship Management&#8220;<\/strong><\/p>\n<p>The module is designed to support and organize the work of sales representatives, sales agents, etc. The module manages information about meetings and telephone conversations with potential and existing customers, the history of communication with them, as well as specific commercial agreements reached. The module allows you to assign and report on specific tasks for implementation, as well as monitor progress on certain commitments &#8211; concluding a new contract, providing an offer, preparing a sample, issuing an invoice, etc. The module provides flexible options for creating specific price lists for each client based on achieved monthly, quarterly, six-monthly and annual turnover, achieved quantity of goods under orders, purchase of certain groups of goods, payment within a certain period, etc. The Customer Relationship Management module gives salespeople access to the complete file of the client with whom they have a scheduled meeting &#8211; its basic characteristics such as contact details, contact persons, addresses and telephone numbers, as well as its active contracts, their validity, price and other conditions under which the specific client works.<\/p>\n<p><strong>Description<\/strong><\/p>\n<p><strong>Key features:<\/strong><\/p>\n<ul>\n<li>Storage in a client file &#8211; contains basic characteristics such as contact persons, bank accounts, preferred payment term, preferred document descriptions, active contracts with the client, negotiated discounts, etc.<\/li>\n<li>Contacts &#8211; history of contacts with the client. Each representative who visited or spoke by phone or otherwise with a given client registers his contact with the date, duration, type and notes from the contact.<\/li>\n<li>Tasks to be performed &#8211; tasks are registered, and they can be directed to specific employees. These tasks can also be accompanied by accompanying documentation \u2013 different file formats in type and content. Tasks have certain statuses \u2013 assigned, being processed, completed\/confirmed, completed\/rejected, being developed, etc. Tasks can be completed either with confirmation or with the client&#8217;s refusal.<\/li>\n<li>The commitments undertaken can be \u2013 concluding a new contract, providing an offer, developing a sample, developing a test product, issuing an invoice, etc.<\/li>\n<li>Contracts \u2013 all contracts concluded with the client<\/li>\n<li>Pricing \u2013 flexible methods for implementing a successful pricing policy, discounts by product groups, by customer groups, upon payment within a certain period, to achieve monthly, quarterly, six-monthly and annual turnover<\/li>\n<\/ul>\n<p><strong>Additional features:<\/strong><\/p>\n<ul>\n<li>Competitor tracking \u2013 registering changes in the strategy of competing companies<\/li>\n<li>Trade turnover \u2013 analyses of trade turnover with a given client<\/li>\n<li>Advertising inventory<\/li>\n<\/ul>\n<p><strong>Functions<\/strong><\/p>\n<p>Pricing, Competitor tracking, Trade turnover, Advertising inventory, Report generator<\/p>\n\n\t\t<\/div>\n\t<\/div>\n<\/div><\/div><\/div><\/div><\/div><\/div><\/div><\/div><div class=\"vc_row-full-width vc_clearfix\"><\/div><div class=\"vc_row wpb_row vc_row-fluid\"><div class=\"wpb_column vc_column_container vc_col-sm-12\"><div class=\"vc_column-inner\"><div class=\"wpb_wrapper\"><div class=\"vc_separator wpb_content_element vc_separator_align_center vc_sep_border_width_1 vc_sep_pos_align_center vc_separator_no_text\"   style=\"width: 100%;\"><span class=\"vc_sep_holder vc_sep_holder_l\"><span class=\"vc_sep_line\"><\/span><\/span><span class=\"vc_sep_holder vc_sep_holder_r\"><span class=\"vc_sep_line\"><\/span><\/span>\n<\/div><\/div><\/div><\/div><\/div><div data-vc-full-width=\"true\" data-vc-full-width-temp=\"true\" data-vc-full-width-init=\"false\" class=\"vc_row wpb_row vc_row-fluid vc_custom_1520049642119 vc_row-has-fill\"><div class=\"wpb_column vc_column_container vc_col-sm-12 vc_col-has-fill wd-rs-68d29fb0d4f73\"><div class=\"vc_column-inner vc_custom_1758633913574\"><div class=\"wpb_wrapper\"><section class=\"vc_cta3-container\" style=\"width:100%;\"><div class=\"vc_general vc_do_cta3 vc_cta3 vc_cta3-style-classic vc_cta3-shape-rounded vc_cta3-align-center vc_cta3-icon-size-md vc_cta3-actions-bottom  wpb_animate_when_almost_visible wpb_fadeInDown fadeInDown\"><div class=\"vc_cta3_content-container\"><div class=\"vc_cta3-content\"><header class=\"vc_cta3-content-header\"><h2 style=\"color:#666;\">Want to find out more about TONEGAN ERP?<\/h2><\/header><p>You can\u00a0<a href=\"https:\/\/tonegan.bg\/en\/ask-a-question\/\">ask a question<\/a>\u00a0or\u00a0<a href=\"https:\/\/tonegan.bg\/en\/schedule-a-meeting\/\">schedule a meeting<\/a>\u00a0with a member of our team.<\/p>\n<\/div><div class=\"vc_cta3-actions\"><div class=\"vc_btn3-container vc_btn3-center vc_do_btn\" ><a onmouseenter=\"this.style.backgroundColor='#0074ad'; this.style.color='#f7f7f7';\" onmouseleave=\"this.style.backgroundColor='#0088cc'; this.style.color='#fff';\" style=\"background-color:#0088cc; color:#fff;\" class=\"vc_general vc_btn3 vc_btn3-size-md vc_btn3-shape-square vc_btn3-style-flat\" href=\"https:\/\/tonegan.bg\/en\/contacts\/\" title=\"\">CONTACT US<\/a><\/div><\/div><\/div><\/div><\/section><\/div><\/div><\/div><\/div><div class=\"vc_row-full-width vc_clearfix\"><\/div>\n<\/div>","protected":false},"excerpt":{"rendered":"Module \"Customer Relationship Management\" The module is designed to support and organize the work of sales representatives, sales agents, etc.","protected":false},"author":1,"featured_media":0,"parent":1132,"menu_order":0,"comment_status":"closed","ping_status":"closed","template":"","meta":{"footnotes":""},"class_list":["post-3196","page","type-page","status-publish","hentry"],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v28.1 - 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