Demo version
Automation of work of the back office

XRM Delivery automates the work of the back-office in the modules of work with documents, client-bank and budget calculation

Automation of work of the back office
Functions of the module:
Mass Communications Management

Mass Communications Management

Carries out an automatic dispatch based on the results of changes in the company's procedures (scanning of the arrived cargo, the results of the cargo loss investigation, the formation of the route sheet, the expiration of the general power of attorney, the movement of the cargo, etc.)

 

Allows manual dispatch (individual, advertising messages, marketing campaigns, etc.)

 

Automatically substitutes values in messages (name, document number, warehouse address, etc.)

 

 

Office of Service Investigations

Office of Service Investigations

The system implements a tool for processing customer requests for problem cargoes, which allows to determine the culprit through the mechanism for determining the points of damage of goods, to fix a penalty and to compensate the damage to the client.

 

Formalized procedures for official investigation, approval of the decision on the perpetrators, the appointment and repayment of fines and compensation for damage.

 

At the same time, all primary data are stored in the system: photo materials, scan copies of applications and the log of cargo movement and those responsible for the operation

 

 

 

 

 

 

 

 

Document management

Document management

CRM automates the company's workflow with the ability to customize who, and which documents to send. Also the fixing of the returned documents from clients and offices through the scanning of bar codes, and a mechanism for printing and sending a large number of documents is realized.

 

The automatic issuance of documents works according to the schedule, according to logical rules and manual assignment.

 

Service of fiscal documents: The system of creation, storage and transfer of fiscal documents, certified by the State Fiscal Service of Ukraine.

Budgeting Management

Budgeting Management

The system implements the formation of a planned budget, management of planned and actual financial and economic indicators (profitability, turnover, reserve, etc.), monitoring of actual budget indicators, limitation of cost items, responsibility control, distribution by levels, management of cash write-offs.

Integration management with client-bank

Integration management with client-bank

The system provides for accounting of incoming and outgoing non-cash payments through integration with the client-bank. Receipts and write-offs of non-cash funds from the company's accounts are recorded in the system and used to account for payment of bills.

 

There is an automatic import of statements from the client-bank on schedule and on demand, as well as automatic linking of payments with clients and settlement accounts of the company.

Other XRM Delivery Functions
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