Business Navigator

Our operative CRM system makes the sales processes within the company precisely trackable and controllable. It facilitates the management of customers, the assignment and prioritization of tasks, and contributes to full-scale customer data management.

The Business Navigator developed by us is a system that supports and verifies the entire work processes of a company's sales and salespeople. We therefore recommend our CRM system primarily to the attention of financial institutions that want to raise their customer management and internal communication processes to a professional level.

The three interfaces

What questions does Business Navigator answer?

• "The sales activity is not transparent"
  The system monitors the work of the sales team/area (opportunities, meetings, contracts) in real time and provides an overview of this at any level of the hierarchy.
• "The large sales network is underutilized"
  In addition to sales campaigns, it is also possible to periodically or continuously issue, execute and check stock management tasks.
• "The possibility of leaking customer data is a real problem"
  In the system, it is possible to parameterize what customer data is available to the sales staff in a given campaign / task type.
• "Customer data is scattered in several systems, issuing sales tasks is difficult."
  Customer data for sales tasks can be collected from several source systems.
• "Other CRM systems do not match our unique customer management methods."
  During the survey, the operation of our system can be fully adapted to the company's needs.
• "We want to measure the efficiency of our customer management and business dealing activities."
  Load and performance indicators measured based on the completion of the assigned tasks help managers in their work.

In our constantly changing economic environment, it is strategically important to manage customer relations at a high level, efficiently, covering the details. To solve this task, Quattrosoft created the Business Navigator system: a high-quality, robust, easy-to-use tool to effectively support the sales processes of our partners.

The system broadly supports the complex tasks of customer management.

The efficient use of these functions and the difficult task of navigating between them is facilitated by the situation-sensitive help covering the entire system.

We develop and further develop Business Navigator, as well as customize it in accordance with our agile software development methodology.

As a result of the modular structure of the system, we can create a solution tailored to our partner, which adapts to the needs of the company in all aspects, and also includes the best practices carried by the boxed CRM (Customer Relationship Management) systems, which shortens the implementation lead time. .

Our favorable licensing terms allow for a cost-effective system implementation.

A customer relationship management system works closely with existing systems: it must continuously access information from the basic systems and deliver it to the sales systems.

An easy and efficient solution to this is of utmost importance, so the most modern, asynchronous, message-based integration is provided by an independent module of the system, the Business Integration Module.

It accepts incoming electronic content, ensures AD / LDAP synchronization, and here it is possible to automatically control workflows based on rules, which can significantly reduce the administrative burden.

The Business Navigator application has a wide range of built-in integration capabilities for the company's existing basic IT infrastructure. The Integration Module of the BürOffice Platform facilitates the fulfillment of additional integration needs.

The main functions of the system are presented below.

Basic CRM

The functions are the following:

• Customer data management:  Complete customer data management: adding new or converting potential customers, modifying existing ones, searching, recording and modifying additional data, etc.
• Contact management:  Management and logging of all customer-related interactions and data changes. All changes can be tracked, helping to maintain contact with customers: outbound, inbound calls, data changes, sales, cancellations, customer-related tasks, etc.
• Management of customer-related documents:  Scanned document images and electronic documents (e.g. e-mail, Word, Excel attached to the customer).
• If necessary, any document belonging to the customer (e.g. contract) can be temporarily made available, e.g. for a stock maintenance task.
• Task management:  Complete authority-dependent task management. It is possible to create, assign, delegate, modify, etc. tasks. The workload and performance indicators measured based on the assigned tasks and their completion can help managers in efficient work organization.
• Calendar:  Calendar view of events and tasks related to the user or client. The contents of the calendar can be synchronized with the Microsoft Exchange calendar.

Managers can see their colleagues' calendars, so they can monitor the development of the planned number of weekly/monthly meetings in real time.

Business Navigator supports the management of mentored meetings, as well as manages other time points and holidays, so the Call Center can record meetings e.g. in the calendar of the regionally competent salesperson, so that he/she can make sure that he/she does not collide with others.

SFA (Sales Force Automation)

The SFA module supports sales to our existing and future (prospect) customers, guiding the user through the customizable sales process.

• Opportunity management (Lead & Opportunity Management):  Lead generation opportunities - automatically based on customer interactions
• manually - or following the sales process that has started until the sale.
• Products, offers:  The company's product and service portfolio, catalog, descriptions, details, and sales rights related to the products and offers.
• Integrated task management and workflow:  Basic CRM and SFA specific task management: lead generation, lead assignment, negotiation process, etc.
• Sales with a jump:  During sales, ensuring the jump to the background system depending on the product to be sold. In the case of sales involving several background systems (e.g. cross-sales), starting a workflow and ensuring multiple jumps.
• Forecasts, analyses:  Checking and tracking the possible outcomes of started sales processes. Collection of information about the work of salespeople.
• Knowledge base  A collection of materials related to sales – sales scripts, brochures, case studies, other supporting materials.

Campaign Management

The system ensures that parallel campaigns can be run, as well as the automatic, event-driven launch of campaigns.

• Target group management:  Receiving target groups from the analytical system. Optionally, it is possible to create target groups within the Campaign Management system, based on the available customer data, customer characteristics and the data of the products belonging to the customers.
• Channel management:  The Campaign Management system can be integrated with communication channels, even by establishing a two-way connection. The system can manage messages sent and received in SMS and email channels, and can be linked with systems that manage phone calls and DMs (e.g.: IVR, Call Center, Print Shop, TcT, Maileon). It can be expanded to other media, such as Internet advertising campaigns, as needed.
• Customer service monitoring:  Customer service is one of the most important communication channels for customers. The interactions of customers contacting Customer Service are also monitored by Campaign Management and linked to campaigns.
• Product recommendation:  Management of list-based product recommendations and prioritization. The list is "in sight" throughout the sales process and can be used at any time.
• Creating and running campaigns:  Creating and running campaigns. Campaigns can also be run on a schedule or in a program.
• Campaign monitoring:  When running campaigns, based on customer feedback, the system connects individual interactions, thus making the success of a campaign measurable.
• Automated, event-driven campaigns:  It is possible to run defined campaigns automatically when an event defined by timing or other rules occurs.
• Analytical database loading:  Provides an interface for all campaign-related data on which analyzes can be performed. The data required for analysis and tracking is collected from the Business Navigator system as a whole and based on properly designed procedures.

Reporting

The functions are the following:

• Quick reports:  In the case of normal operation, it is not recommended to load the production system by running queries, but at the same time, it is essential to obtain some important information that helps daily operations and to create reports.
• Within the Business Navigator CRM system, queries can be launched directly from the interface, which can be compiled as needed, and existing ones can be transformed. Queries can also be exported to Excel format.
• DWH data transfers, data exports:  For data mining and analytical work, a large amount of raw data in the CRM system or selected according to a certain principle is needed. It is advisable to perform analyzes on large amounts of data outside of the operating system, independently of it, with the help of special analysis tools.