WHAT is miniCRM?

miniCRM is a Customer Relationship Manager application, simple and intuitive, with an extremely competitive cost, which is the natural step when the consolidation of the sale force reports in excel becomes insufficient and unproductive.miniCRM is actually a business software application customized to the specific needs of a company.

WHEN DO YOU KNOW THAT YOU NEED MINICRM?

• You have a sale force of 20-30 persons;
• The sale force is not only made of the company’s employees, but also of the external collaborators that do not need access to the company’s internal IT infrastructure;
• You are managing a sale force on the territory of another country, which cannot integrate in the standard CRM next to the sale force of Romania. The conditions differ, the objectives differ, the approach differs.

HOW DOES MINICRM HELP?

ITCenter Company has built a frame providing the management of joint elements of all CRM applications: geographic hierarchy, organizational hierarchy, database management, user acces management and their distribution per geographic units, adding, on this frame, the particularization needed for each business, according to the way in which the company works at present.

MINICRM IS:

• A unique price application, regardless of the number of users;
• An application incorporating the basic functionalities. You will not pay anything in addition.

MINICRM ALLOWS:

• to define the sale force observing the company’s hierarchy;
• to define the geographic units and the corresponding hierarchy: Region, County, City;
• to define the current entities, such as: Shops, Store chains, Storehouses, Drugstores;
• to define the geographical position of these entities;
• the distribution of a sale representative to one, several units or groups of geographic units and implicitly his/her visibility on the related entities;
• to define product hierarchies, SKU, brand, etc. ...;
• to report the activity of the sale representatives;
• Data analysis- pivotal predefined reports or their exporting to Excel for further processing;
• security – the access to miniCRM is based on security levels that also offer visibility on the entities. For instance, an Area Sales Manager will have access to all the information related to the region that he/she manages and to the people under his/her subordination;

PRINCIPLES OBSERVED BY MINICRM

• Simplicity: the entire application is designed to be used by persons using the computer in the last minutes before rounding up the day. Sale teams will become familiar with miniCRM only after two training hours;
  
• Rapidity: one minute is enough to report a visit;
• Mobility: the application may be accessed from any Internet source, including from the mobile phone. Due to the technology in which it was developed, the application works very well by 3G modem;
• Friendly interface: sales persons will love this application.

Home Page

It is displayed after the user’s log-in to the application and it displays a dashboard with "to do" versus "done", corresponding to the connected user. In the case of a sales representative, this dashboard allows him/her to see exactly what is reported /visited and what not, from his/her activity. If this user is a Regional Manager or similar, the dashboard will show the data corresponding to all the subordinated users, allowing him/her to see the full image of the activity on field.

• total number of entities managed by the connected user;
• the number of visits performed in the current week;
• the message of the sales team’s coordinator. It addresses all application users and it generally aims at reminding of a certain objective or action that must be executed by the application users.

The list

It shows the list of entities of a certain kind, observing a series of constructive rules facilitating the access to the wanted entity. We will take the shop list as an example. Thus:

• Search: in the upper area there are several fields by which a research may be made in the list: for instance, you may only search for accounts related to a certain seller from a certain city;
• Filtering: lists are filtered according to the geographic area belonging to the connected user. Ex: if user X is associated with the counties "timis" and "alba", he/she will only see the shops in these 2 counties;
• Statistics;
• Ease : in the creation of a new line;
• Information at hand: after log-in, the user finds useful information on his/her activity;

Edit Screen

It creates, modifies entities and their properties. Some of the elements that the platform makes available:

• name, the chain that it belongs to ...;
• geographic position, which automatically implies the positioning in a representative’s portfolio;
• the entity’s potential...;
• a series of other properties based on values recorded in parameterisable lists by the sales teams’ manager;

Security: the access to the entity’s change may be restricted, either for a specific job title or for a certain period of time;

Visit reporting

It is executed on a dedicated screen, based on the information that you want to gather during your visit. Workflow notions may also be implemented, such as: when a certain field is filled in on the visit form, the system sends a warning email to the hierarchic superior.

Data analysis

The information may be exported in MS Excel, from where they may be subsequently processed or may be printed through predetermined reports. These reports may be lists or pivot tables which, on their turn, may be exported in excel or in the pdf version. In this area, specific access restrictions may be defined.