ELMA CRM+ can be flexibly adjusted to your company structure. You can easily configure the sales process, business processes, company structure, etc. For more complex tasks, you can use ready-made components or MS.NET C# programming language.
Organizational StructureDesigning the organizational structure is the first step of ELMA implementation. We have developed a graphic designer that allows you to visually link the company departments. If the organizational structure is too large, with graphic designer you can divide it into several parts. |
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Sales FunnelThe Sales Funnel visually describes the sales process from initial contact to final sale. It shows how you generate and develop leads and turn them into customers. With ELMA CRM+ you can customize your sales funnel. Moreover, you can use more than one sales funnel at a time. This is especially useful, if you sell various groups of goods or services. With ELMA CRM+ you can create your own version of the sales funnel and also design the sales process itself, using the business processes engine.
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Business ProcessesBusiness process designer is a tool that enables you to develop the sales process as a visual diagram. ELMA uses international BPMN 2.0 standard for business process modeling. Learn more about configuring business processes in СRM+ >> |
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Access PermissionsEach company decides individually how to set access permissions for CRM objects. These settings may vary depending on the sales process, the structure of the sales department, etc. With ELMA CRM+ you can assign different access permissions for CRM objects. Standard solutions:
Any combination of these access permissions is allowed. You can also grant other types of access permissions. |
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Visual Form EditorYou can add new attributes to CRM objects and edit objects display in the graphic form builder. One objects can have various forms that show different information depending on the user access permissions.
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FiltersELMA CRM+ allows you to configure filters for all CRM objects. You can filter by attributes or use more complex conditions and links to other objects (with EQL data-managing language). The system has both shared and custom filters that can be configured by the system administrator or the users, respectively.
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PortalThe web portal allows you to customize the interface of ELMA CRM+. These settings include the following:
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