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XRM Leasing allows to the leasing companies to take in a single base the companies given on all clients and to the celled agreements, to automatize the processes of sales and management marketing,  and also processes of planning of loading of cars, leasing and rental, management service of auto. Complete set of functions of decision, offered by a company «E-сonsulting», also includes a management, control of efficiency of work of every manager, department, branch, the life cycle of car. XRM Leasing allows to forecast and manage the work-load of transport vehicles, drivers and service, manages financial risks, pricing and liquidity of the fixed assets. Integration with web-portal allows to the registered clients over the internet to choose the point of grant of car and car  from accessible for this point upon the indicated date. XRM Leasing contains 18 administrative and 9 financial automated dynamic statements, that allows to get a complete picture about development of business and accept operative administrative decisions. Within the framework of project there is the system Microsoft Dynamics CRM computer-integrated with contact-centre Lira, that allows to automatize work of operators of service department and department of sales.
Functional: Process of sales: Establishment of Interests and Possible transactions; Exposure of Commercial suggestions; Collection of documents of Client for forming of the Credit request; Organization of work of the Credit committee; Leasing calculator (2 leasing forms – operative, financial; 3 method of calculation – with an annuity, without an annuity, prepayment; 3 leasing level – ordinary, steward, mini); Making  of the Leasing  agreements, creation of Charts of leasing and service payments; Seal of agreements, agreements, registration, insurance, technical maintenance of cars.  Service: Organization of periodic repairs and other types of service; History of car (repairs, service, insurance policies, registrations, accidents insured, leasing agreements, watching of service and leasing payments); Additional services to the clients (seasonal replacement and storage of tires, fuel maps); Planning of the working loading of service department, watching of possible conflicts of planning (controllers); Automated treatment of the Service appeals (exposure and control of implementation of tasks, automatic creation and filling of documents); Watching of location of service-agents and auto (Client, portage et cetera); Exposure of the Service accounts and control of their payment. Work with dillers: Forming of requests on the purchase of auto; Designer of configuration of the bought in car; Reference books of cars (brands, models, acquisitions, types of engines, baskets, transmissions, tires et cetera); Circulation of documents of process of buying car (agreements of Purchase, Deliveries, acts , prices et cetera); Guarantee obligations.

 

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