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 XRM Investing: building of effective organizational structure, optimization of norms of managing and amount of management levels, increase of mobility and reactivity of structure on the changes of external environment, market and queries of users, effective delegation of plenary powers and responsibility.
Directions of application CRM systems. Management the consolidated base of investors. Accumulation of information about investors. Registration related to the contact or company of information. Name, surname, passport information, identification code and other is information which can may need, at drafting of investment agreement; Possibility of creation of the own fields and book-marks; intercommunications between contacts and companies. Complete history of mutual relations. Registration of history of meetings, public-call negotiations, electronic and postal correspondence; stages of conduct of negotiations and conclusion of treaty; circulation of documents on a client. Maintainance of the documents given, planned and signed. Financial history. Maintainance of chart of payments on an investor; accounts and payments. Floating debt. Management investment objects. Creation and accumulation of information about the built objects. Groupment of objects: bought out, reserved, free; forming of prices on habitation; Analysis of cost: once in a quarter, to the whole house, on bought out, on free. Process of sale of investment objects control. Work with the different segments of clients in accordance with business-processes; all processes and regulations during work with investors; bases of these investment objects, descriptions, rates, presence «free» areas; communications between person Building and Investment company; forming of documents on invest. Objects and investor from templates in the system; graphic arts investing. Automatic reminder about the terms of redemption; A construction of chart of receipts is in the cut of objects of investing, build objects, on organization. Build project management. Planning of the stages and cost of a build project; after the course of performance of project. Deviation of plan from a fact on terms and cost; graphic arts of charges upon any date. Circulation of documents of investment process. Document of investment process. Registration of incoming and outgoing correspondence; generation of negotiable instruments and price-lists. The templates of documents are influenced under the format accepted in Your company; and unsealing of commercial suggestions and rates on habitation with preset parameter; documents for the third party: Investment company. A maintenance of investment agreements is in an electronic kind; terms of payments and implementation of other obligations the sides of agreement; drafting of additions, difficult specifications to the agreements.
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