Custom-built CRM that covers specific business needs
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ELMA365 is an ideal tool for organizing sales. The combination of the standard Sales pipeline and business processes provides effective forecasting and reliable connection between the sales department and other staff members.
By setting up the pipeline, you determine the customer journey. Each type of lead is directed to the appropriate pipeline. The process then takes the sales representative through all stages of the channel, ensuring the timely execution of every step from the first contact to getting payment and closing documents. Business Processes Designer allows fast setup and editing of the track of actions for every sale process.
Capture of leads
By fixing all incoming leads in the system, you will not miss any potential customers.
In ELMA365, you can easily create or fix a form for the landing page, from which the potential customers will be able to register directly into the system and immediately be taken into the process. Leads are registered in the system regardless of the capture spot: website, email, personal meeting, messaging apps, call, cross-sales, marketing activity, or social networks. Next, a counterparty profile is created in ELMA365, where all data concerning the potential customer is collected.
As the lead is entered, the system automatically checks it and notifies the user of any duplicates. Duplicates are associated with the main file, which allows the sales rep to receive information about the activities of each customer.
Create various sales pipelines, for example, for shipment or repeat sales. Depending on the type of deal, the system itself will define the right channel, which will give the sales representative a set template of actions. During the business process, deals can be moved through the channel by automation or changed manually by sales representatives.
The system provides sales representatives with a convenient tool for planning contacts with a customer, recording the results, and getting in touch with the related departments. This allows the sales rep to be reminded about an important call, record the outcome of conversations in the customer's profile and contact the relevant department to prepare the technical documentation. Keeping all the interaction through the system allows the salesperson to follow up on the readiness of documentation and the expected deadline with just one click, without any additional clarifying calls.
Sales business processes
Sales business processes help organize the work of the sales representative. In this case, the system sets tasks and the sales rep completes them. Control tools prevent overdue tasks and ensure timely results.
The standard ELMA365 business process mechanism is used for sales business processes. For example, within business processes, you can create calls, meetings, webinars, bulk mailing, and SMS, verify the conditions of transaction amounts, etc.
Registering the planned and actual receipts in the system helps to forecast the profit and analyze the profit shares brought by each sales representative. Based on this, you can adjust the sales plan.
IP telephony (omnichannel)
In ELMA365 you can make calls directly from its interface.
When a call comes in, the system itself will find the customer in the database and open their profile so that the manager can see the necessary information from the very beginning of the conversation, without wasting time searching for it.
Each call with a customer is recorded and you can always listen to the result. This also allows controlling the quality of interaction with the customer.
ELMA365 offers a universal chat center that helps automate the process of handling requests from potential customers.
By setting up live chats in ELMA365 you can bring the business closer to the customer, as well as automate routing of internal requests and save the time of your employees. Connect ELMA365 with messaging platforms and streamline the process of handling requests.
ELMA365 can be seamlessly integrated with Telegram, WhatsApp, and other messaging apps convenient for prospective customers. Chat history is connected with the customer profile in the system. The salesperson can get the full picture of a customer’s history of interactions when the customer requests any services.Learn more about ELMA365 ChatDesk
The system monitors the deal’s status and shows the dynamics of sales for the selected period at any time. Deals with positive dynamics approach towards a successful close.
Deals with negative dynamics come back. The status of the deals without dynamics remains unchanged. The last two types of transactions require close attention from the salesperson.
CRM business processes bridge the information gap between the sales and production departments and speed up the operations that go beyond the sales department.
As a result, the company accelerates sales and makes more profit.
Business processes help boost sales
Often sales problems lie outside of the sales department. The information gap is an example of such problems: it is not easy to quickly get in touch when there is a need for a peer review of a production department specialist.
Business processes face such challenges. They help:
- decide what information a salesperson has to convey;
- when and how a production specialist should provide necessary details;
- arrangements are controlled by the system and stored in electronic format.
Business processes help control contract execution
With ELMA365 engagement with customers continues after the signing of the contract. It is easy to monitor and control the fulfillment of orders or other obligations under the contract. In addition, employees from the production department can closely cooperate with salespeople.
On the one hand, this approach allows controlling obligations, and on the other – building long-term relationships with customers.
Create a single platform for effective communication in your company. ELMA365 offers Tasks, Chats, and Calendars to organize workflows, share ideas and collaborate with colleagues.
ELMA offers Tasks to ensure better performance and productivity. Employees can see all of their tasks on one page, business process tasks included. They can monitor the deadlines, schedule and prioritize work, and communicate with other people involved in the task. ELMA makes sure no assignment is left unfinished.
Chats and Channels
Personal and group chats in ELMA365 enable fast and transparent communication.
Channels are primarily a tool for communicating with a group of employees or the entire company. You can deliver information about the company news, events, and changes. The messages published in channels appear in the activity stream, where every user can leave a comment or share a file.
ELMA365 provides its users with different calendar options. Business and personal calendars are available to all employees, while department calendars are designed for managers. Information about leaves, days off, and holidays is included in calendars automatically. When planning events, the system considers the time needed for task completion and notifies users in case of overlapping time slots.
In ELMA365, you can store basic information about your organization: hierarchy, employees, absence schedule, substitutions, and performance metrics. You can check your colleagues’ timetables, find their email or phone number, or get to know the recently hired employees. In the company section, managers can assess the workload and find information about their department or team. The system will show all the current and overdue tasks and scheduled meetings. The organizational chart available in ELMA365 helps share responsibilities, assign roles, and coordinate work.
In ELMA365 it is easy to set up the support of customers and partners. You can use messaging apps or the ELMA365 Portal – a simple interface to access the system.
Customer support, order processing
ELMA365 ChatDesk is a perfect solution for customer and partner support on messaging apps. For example, it is possible to share a Telegram account with partners where they can ask questions, and they can organize their Help Desk to respond quickly from their side.
Help Desk operators have the chat history with a customer at their fingertips, while the administrator can use reports to track the speed of response time.Learn more about ELMA365 ChatDesk
B2B Portal for customers and partners Coming Soon
Use ELMA365 Portal to set up information exchange with customers and partners.
It is an additional simplified interface of ELMA365, and more users can access it.
In the portal, you can create requests that will be processed in ELMA365, control requests execution and, exchange messages with partners and customers.
Industry-specific CRM systems solve tasks of the sales and production departments, and it makes the solution more coherent. Low-code technologies allow creating applications faster.
Low-code can significantly accelerate the transmission from a business need to a ready-made solution. Analysts don’t need to draw up SOWs for the IT department. Instead, they can create and run applications in ELMA Designer by themselves.
With the help of low-code technologies, you can create interfaces of any complexity. Set up task and app forms easily using simple tools and drag-and-drop features.
You can group data by tabs and columns, add drop-down panels, tables, counters, and other built-in components. Interfaces created in this way look equally good on computers and mobile devices.
Creation of new applications
Low-code helps leverage the system’s functionality. The need for new objects and functions during the system’s growth can be easily covered. You can do it without programmers, or with their little assistance.
This approach changes the rules of the game. From “Analysis – SOW – Development – Further development – Launch – SOW for changes ‑ Further development ‑ Implementation of further development” you move to a simple cycle: “Analysis – Development – Step‑by‑step launch – Continuous improvement ”.
Custom CRM Designer
Traditional CRM systems cause the information gap between the sales and production departments.
With ELMA365 you can build industry-specific CRM systems, in a manner that involves the whole company in the sales – from salespeople to employees that take part in customer processes.
Based on the configuration, you can create a new industry-specific solution for export. Configuration settings, including CRM settings (channels, stages, actions), business processes, extensions of standard CRM objects, and newly created apps will not be lost.
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