Customer Management

Categorization and segmentation of the customer base
Calculation of the client's profitability (sales expenses, accounting for profitability / margin of orders)
Accounting for the land bank and calculation of the potential of counterparties in various product lines
Accounting for the client's fleet of vehicles, taking into account the year of manufacture and working hours
Keeping information about competitors' products
Client base analytics

Main products, their analogs, and related products maintenance
Component positions and additional equipment maintenance
Information about stock balances
Displaying multiple price lists and storing the history of their changes
Maintenance of special characteristics for products (stop sales, promotions, sales focus) with a mandatory action at the manager's visit - to offer the client
Product cost formation depending on the form of payment (prepayment, credit, post-payment)

End-to-end processing of a lead based on the needs for the company's products/services, detailed by origin and direction
Logical grouping of the required fields in the lead card for its qualification and further processing (vehicle fleet, client's line of business, land area, products/components)
Pre-configured process for mass lead generation for a group of clients
Set up a business process for processing, registering key information about the need, as well as qualification/disqualification of the lead

End-to-end order processing business process from customer receipt to confirmation of delivery or issue of goods, with individual tasks and control over their implementation
Control mechanism for adding a product to an order according to the type of price, terms of sale and project
Algorithm for calculating the order margin in monetary and percentage terms and displaying the final margin for the entire order
Display order manager bonus
Ability to set a discount, both for a separate item in the order, and for the entire order as a whole
Selection of additional equipment and components to order

Automatic generation of a commercial offer based on data from the order with a history of document changes
Management of products/components, prices, discounts, schedule of deliveries and payments, the period of warranty service offered by the manager to the client, as well as the pricing policy of the offer, with subsequent approval in case of exceeding the authority of the manager
Synchronization of sales with the service department to work on related requirements
Pre-configured process for the formation of a request for shipment based on the data of the order / commercial offer
Opportunity to update shipping and delivery dates based on information from the warehouse and logistics department
Analytics of land and real estate through integration with the Vkursi service

Separate sources of information
- An average sale in Agro lasts from six months, which implies the presence of a large amount of different information: past, current or planned activities, contract conditions, shipments, agreements, and previously agreed conditions. When this data is in different places, it is very difficult to make a consolidated plan/fact analysis, and there is also no way to see the situation throughout the sales department online, especially when this information is in managers' notebooks. AGRO Management stores all of the above information within a single information environment, which solves such problems.
Field workers waste time on low-profit customers
Lack of an effective tool for planning and operational control of the current state of sales and balances
The manager does not know the size of their bonus of a season