| AnytimeCRM is a CRM system that helps Customer Support and Sales departments to achieve excellence in client interaction, at all the touch points, while cutting down operational costs.
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Significant modifications for the 4th version:
- Anytime Analytics – when managing the sales and support departments, the lack of concise information makes difficult and sometimes impossible to see the big picture and to understand the business evolution.
Compared with the operational reports which many times means long lists, hard to understand and containing few concise information, AnytimeAnalytics presents concise information to help the operational and upper management making quick decisions and knowing all the necessary elements.
For making real time decisions AnytimeAnalytics provides the image of company’s activities as graphs, dashboards, short lists, all available from a reporting portal.
Based on the available information from AnytimeAnalytics the management can identify those early alarm signals regarding possible future problems and can make in time key decisions accordingly.
- Sales Force Automation – Web Version - In a company where the sales activity takes place mostly on field or there is a partner network you want to work with in the sales process, the sales people and the sales managers need a quick and simple access to the CRM modules, from everywhere using only one internet connection.
Compared with the previous version of AnytimeCRM web portal, in the new one the information for accounts, contacts, interactions, leads, offers and reports are now available over the internet.
- Opportunities automatic allocations by agent’s availability - When the marketing generates a large volume of opportunities (call centers, loans brokers, insurance, real estate) is very important that those opportunities to be assigned quick to the sales agents, using an automated allocation algorithm taking into account the availability and current workload of sales agents.
The benefits of using automatic allocation feature are: reducing the allocation time and activity optimization, freeing the manager from daily monitoring the allocation activity, avoiding the agents under- and overloading.
- Advanced mechanism for converting data between entities – more and more often the sales and support process becomes more structured and people strive to eliminate manually input of redundant information whenever is possible. As the input volume grows , salespeople, support reps, team leaders and all the operational managers are feeling the need for elimination of double data entry by using conversion of existing inormation.
The functionality of converting data between entities allows information transformation from a source entity, using a conversion algorithm while automatically creating of a new one or more new entities.
Example: a lead can be converted into an account and an opportunity at the same time, the opportunity automatically acquiring information from the account.
Benefits: - Using an information in more areas of interest
- Shortening the time for data input
- Creating an information process flow and a big picture for the whole business.
- Orders merger – For improving the business partners’ relationship, lowering the operation time and optimizing the sales and supply activity, the sales and project managers need a centralized database, with all the orders from clients and suppliers.
Compared with the manually data input and completion of a new document, the merger functionality allows this action completion automatically and very fast. The merger automatically cumulates the quantity for each order position from the source document by product id and propose the price by the price list from the system.
This functionality advantages are: - Short time for sending the order to supplier
- Automatically calculating the order amount based on client’s order and the supplier’s price lists
- Generating the supplier order, which can be printed or sanded by email according the supplier’s demands.
- Status restrictions for opportunities, leads, offers, contracts, orders – More often the sales managers’ organize the sales process and feel the need to restrict the document status changes by some reps within the organization. In the sale process some roles are not allowed to change some statuses: some sales reps, the sales assistant, etc.
Compared with the situation when all users have and are able to change all statuses anytime, this new functionality allows defining roles unable to access some statuses, but able only to visualize them. In this way the user can only choose some statuses. This functionality is available for the following entities: opportunities, leads, offers, contracts, orders.
This allows the key decisions to be taken only by those entitled and the managers can control the sales process better.
- Configurable project entity – in defining and managing a project, the project managers from sales, support and marketing sometimes encounter difficulties in structuring the information related to them. By providing a standard format for project definition for all projects does not permitted flexibility and configurability.
Compared with the old project entity, with a fixed structure, the new functionality allows the definition of dedicated templates for each project. Besides the business campaign available, you can now define custom fields for the client’s business line. By selecting a template at the defining of a new project, the system will require only the relevant information for its definition and will not display obsolete one.
In this way the project managers’ work will become easier and will obtain a classification for projects regarding the business line they support.
- Configurable contact entity – by limiting the manageable information regarding a contact you can’t personalize them and you will lose some vital information.
There are various users for the contact entity, due to the area of activity and the position they occupy: sales reps, support reps, operational managers, and decisional managers.
Compared with the old contact entity’s structure, the new one brings contact templates, allow the definition of specific custom fields, and facilitate the personalizing for client’s contact types.
- User profiles – For system administrators from companies with a large number of partners, with a large number of users or with a high flow of personnel defining a new user and configuring its rights becomes difficult. Take the following example: real estates franchise, financial brokerage, insurance companies.
Compared with selecting the rights and eligibilities from multiple windows, respecting different criteria, now the system administrator is able to: - Easier user configuration
- Visualizing the configurations for each level of security
- Easy modifying the profile (and rights) for all users associated with it.
- This functionality demands the definition of a profile and its components: access rights, eligibilities, filters, organization. When a new user is created, it can be associated with a profile and will inherit all the profile specific configurations.
New versions or improvements for the existing functionalities- Web2Lead – the new version allows users to configure using captcha as an additional security.
- Interactions 2nd version – the interaction template can be customized
- Workflow 2nd version – automation job running – the new version allow the events setting and registering for the master entity and for the low rank entities and combined workflow rules definition regarding or not this events.
- Sprint and feature – this two new business fields for the case entity allow the case organizing regarding this two new dimensions.
- Move to queue action for sales module – new move to queue is available for sales module too, and can be accessed manually for any configurable system entity. New it is available for: opportunities, leads, contract, accounts, interactions, offers, orders.
- Notification history for all entities – creates visibility for users regarding the notification: when, by whom, to whom, what.
- New mass update version – this new version improves the performance for a large data volumes.
- Forced sequences and validation rules for all entities – this functionality was extended for all entities leads, contracts, offers, assets.
- New status reason mechanism definition for cases – the lack of a business field for change status reason can be seeing as an information gap when the status type is more general. Example: pending – te question will always be “for what reason?”
We find important to keep the close or pending status reason.
This new improvement allows the definition of reason types and selecting them from the change status/close/reopen window.
This information can be useful in deciding to modify the status or in acting for unlocking it or classifying and reporting certain statuses regarding their reasons.
- Clients’ portfolio – More and more often the sales reps experienced the need to separate at portfolio level the new clients from existing ones and to specialize one team for a certain client type. Another requirement is for defining one’s own portfolio, accessed only by its owner or with its approval.
The sales managers administrate the accounts trough this portfolio, assign agents, modifying the sales team regarding the needs. This tool allows the clients separation regarding the portfolio the agent is assigned.
- Invoice tracking at the project level – allows assigning the invoices at the project level they belong and their visibility in a special tab within the project.
Sorin Stoian
Project Manager, Developing AnytimeCRM
Ioana Irimia
Project Manager, Implementing AnytimeCRM
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