Bitrix will delete user data: what to replace Bitrix with?

Starting June 1, Bitrix24 will not work in Ukraine. This applies to the accounts of Ukrainians on the .ua domain.

"On June 1, the service will finally stop working in Ukraine. After June 1, access to the portals will be impossible, all data will be completely deleted. Until then, you can download all the necessary data from your portal using the available tools: CRM, Employee Contacts, Tasks, Telephony, Disk," Bitrix said in a letter.

The on-premise version of the system will still work, but in a limited license mode. Some functionalities will become unavailable.

In addition, Ukraine wants to completely ban russian software. 

The IT Ukraine Association has put forward a proposal to ban any software of russian origin in Ukraine. The organization has already sent a corresponding appeal to the head of the Ministry of Digital Transformation Mykhailo Fedorov.

The Ukrainian market has many russian software vendors offering the sale and implementation of such programs for small and medium-sized businesses. In this regard, it should be noted that this situation poses a threat to national security.

In addition, russian software developers profit from the sale of their software in Ukraine. Examples of such programs include the 1C warehouse accounting service, Мой Склад. Clones of the program have been re-registered under other names — BAS ERP, AmoCRM, Bitrix.

What to do if you use Bitrix?

1. Save the information. Bitrix allows you to download and save only the main sections — CRM, Employee Contacts, Tasks, Telephony, Disk. 

2. Comments, Meetings, Calls can be downloaded thanks to third-party specialists who can create the necessary API requests.

3. Transfer the basic information to your CRM system.

What to replace Bitrix24 with?

Torgsoft is a comprehensive Ukrainian ecosystem for accounting, with an additional CRM module.

The success of the CRM system implementation is determined by one main parameter — you clearly understand why you need it and what tasks it should solve.

What can Torgsoft do?

E-commerce

 Online store in 1 day

With the help of the "Torgsoft Online Market" option, you can deploy and customize an online store in 1 day. 

 Checking bank accounts and transfers 

After payment to a card or current account of Privat or Monobank, the manager can check the fact of payment directly in Torgsoft → Payments → Bank statements. This way, you can delegate payment verification to employees, and they won't have to ask the business owner every time if the payment has been received. 

Working with clients

 CRM card

In Torgsoft, you can work with customers, their orders, and contacts in the customer card. The following information is filled in the customer card: 

• name 
• discount card code, 
• a note for demanding customers, 
• phone numbers 
• email, 
• postal address: city, region, country, customer's postal code and delivery address, 
• method of calculating the discount — cumulative, fixed or bonus
• percentage of the discount, 
• initial amount for the discount or bonuses, 
• VIP client status, 
• the maximum amount of debt that a VIP client cannot exceed, 
• type of trade — wholesale, retail, wholesale and retail, 
• discounts in the retail network, 
• family composition — the client's children: their name and date of birth, 
• customer's purchases, 
• customer's interests, 
• discount reduction — amounts and dates of discount reduction for the absence of purchases,
• birthday discounts
• Data for tax invoice: individual tax number, VAT payer registration certificate number, date and number of the supply contract, NSREOU (National State Registry of Enterprises and Organizations of Ukraine) number, type of responsibility - private or legal entity, private entrepreneur, CRC (Cause of Registration Code) - reason for registration, 
• consent to be notified by SMS, email, and mail.

 Additional user data 

You can add any additional data about the user in Torgsoft — a link to it in Google Maps, additional non-standard information in Torgsoft → Marketing → Customers → Customer card — Additional information.

 Leads 

A lead is a potential customer who has shown interest in your product or service. 

A lead is always at a certain stage — the stage of work. In Torgsoft, in the "Trade with invoice" mode of working with orders, you can record a certain stage of work with a client — contact, the fact of a call or sending an invoice. Customers can be sorted by stage and see whether the services have been provided or the transaction is stuck at some stage.

 Repeat leads

When a customer contacts us or buys a product through the online store, Torgsoft finds the customer by any feature — name, phone number, email, or discount card. At the same time, the manager will see what the customer has already bought, and the new transaction will be added to the customer's purchase history.

 Control of duplicates

Torgsoft checks the presence of a customer in the database by contact information and warns if such a customer already exists in the database.

Representatives and suppliers

Detailed information about the customer is filled in Torgsoft → Settings → Counterparty or Supplier, whether it is an individual or a company representative. This can be general data — name, address, contacts; bank account details, additional information, initial debts, documents, and delivery parameters.

 Intermediaries

In Torgsoft → Marketing → Reseller, you can work as a drop-shipping supplier and determine a percentage or a fixed amount of remuneration for your partner for the sale of a certain type of product.

Sales

 Transaction

In Torgsoft, a transaction is formed as a commercial offer (when a customer is pricing) or an invoice (when a customer is ready to buy). In Trade with invoice, goods or services, the amount to be paid, customer data, which seller formed the transaction, and the stage of the transaction are recorded. You can use the invoice to send letters and SMS to customers, set tasks and reminders to employees.

 Commercial offer

You can create a commercial offer in Torgsoft → Trade with invoice. In the commercial offer, add a customer, goods and services, a percentage of discount, set the status — preparation, sent, invoice, refusal. You can convert a quote into a transaction.

 Invoices

By analogy, you can create an invoice, which is the final stage of the sales process. When a deal is concluded, we create an invoice and send it to the client for payment. There are many conditions for working with a client, including such important parameters as detailed information about the client, products, discount, payment, and shipment terms — full and partial shipment of the invoice, sending by Nova Poshta or Ukrposhta. Sending payment details via SMS, mail, or Viber. Selling goods through a cash register or a regular fiscal registrar.

 CRM for services

In Torgsoft, you can sell not only goods but also services by analogy. Unlike Bitrix, there is a clear separation of goods and services, so you can print documents for reporting accordingly: an invoice for goods and a certificate of completion for services. And provide long-term services such as repair and rental.

Document flow

 Formation of documents 

In Torgsoft, you can print and send a commercial offer, invoice, expense invoice, tax invoice, consignment note, bill of lading, bill of lading, documents for the storekeeper, receipts, fiscal and non-fiscal receipts, etc. to the client.

 Automatic filling of details

If you enter the necessary details in the customer, intermediary, supplier, or counterparty card, Torgsoft will automatically fill them in according to the document template — in invoices, expense invoices, etc.

Control and restriction of access

 Sales control

In "Trade with invoice", the business owner can control how many transactions and for how much are at a particular stage of work, whether managers have scheduled meetings with clients, get basic analytics of employee performance in the "Employee performance analysis" tab — how many invoices were issued and shipped by an employee, how much was paid in cash and bonuses, whether there are any debts for customers, what are the expenses on the account, analyze planned and actual revenue. 

 Control over leads and transactions for senior managers 

Control of the process of working with clients is configured by role access, for example, the owner and head of the sales department can see all deals, managers can see only their own.

 Access rights to CRM

User access to Torgsoft is possible after setting up an individual login, password, and role — salesperson, sales manager, accountant, etc. You can create a variety of flexibly configured roles to control access to any button and column.

 History of document changes

Torgsoft records every action of an employee, and if something goes wrong, in the program in the menu File → Document modification log, User action log, you can track who did what and with which document. 

Sales plan, reports and analytics

 Sales plan

Sales plans display a list of all the plans that are available for an employee. When you select a plan, it is automatically recalculated and displayed on the graph. 

On the graph, you can see the personal sales plan for the selected employee, team rating, employee rating, and the progress of the plan.

 Analytics

Torgsoft has more than 50 reports and analyzes to control the intensity of sales, best-selling products, managerial efficiency, and stale goods in the warehouses of the retail network. This analyzes will help you make decisions about managing the assortment of goods, peak loads in the outlet, distribution of goods, trends in customer demand for certain categories of goods and services.

 Report designer

To obtain the necessary information for the owner, you can customize custom reports in Torgsoft — generate a document in the order and at the request of the user.

Data security

 Cleaning up the place

Since Torgsoft is a desktop system, i.e. it is installed on a computer, the amount of space for the database is determined by the amount of free space on the hard disk. However, if you need to delete information about sales in previous periods, use the function "Delete statistics of closed periods".

 Automatic data archiving

In Torgsoft, your data belongs to you. And no one can simply take it and delete it (as in the case of Bitrix). For automatic regular archiving of the database to your Google drive, use the "Data security: archive in the cloud" option.

Marketing in CRM

 Communication with customers

In Torgsoft, you can conduct customer surveys, send letters, SMS and Viber messages from CRM, record calls using Binotel IP telephony, and make marketing calls to your customer base. 

In the Marketing → Customers menu, you can record the fact of communication with the customer and view the history of communication with the customer.

The module "Torgsoft Chat" — correspondence in social networks and messengers is under development and will be released in an update in August. 

 Customer segmentation

Customers in Torgsoft can be segmented by purchases of certain types of goods, and based on this information, you can send e-mail, SMS, and Viber newsletters with purchase offers. After segmenting customers, their contacts can be downloaded to a file and a database of these customers and similar ones can be formed for importing to Facebook and Instagram and setting up advertising.

 Reminders for managers.

After each contact with a client, you can set a reminder for the manager to continue communication on a certain day. The ability to create a contact is available in Trade with invoice, as well as in the menu Marketing → Customers and Analysis → Analysis of customer activity.

Migration from other accounting systems

 Importing goods 

You can import the following product data from Bitrix, 1c, or other systems into Torgsoft: barcode, article, description, material, color, size, type of product, manufacturer, supplier code, image, gender, season, UFEACC product code, and all dynamic characteristics. You can also import data from a data collection terminal.

 Importing customers

You can transfer customers from other systems to Torgsoft. To achieve this, you need to prepare an Excel spreadsheet with the following customer data: customer name, discount card barcode, discount percentage, initial amount, address, phone number, comment, additional contact, email address, card type, bonus amount, discount calculation method.

 Data export

You can download any data from any report form from Torgsoft to work with it in tables for experiments, calculations, and data modifications.

Legislation

 Taxes

Two types of taxes can be added to Torgsoft: VAT and excise tax. You can also create several tax percentages, enter the tax code and letter designation.

 Currencies

In Torgsoft, you can keep records in many currencies — receipt and sale of goods, payments to suppliers, financial accounting. Moreover, you can add many currencies to the system — their name, international designation, and digital code. 

 Integrations

Torgsoft has many integrations with the most necessary services for business: with online stores, Rozetka, Prom.ua, Nova Poshta, Viber, Monobank, Software ECR, Privat24, Google Drive, MEDoc, Ukrposhta, Art-Report, Binotel, Horoshop, Turbosms, AlfaSMS, ePochta, PrivatMarket, Webkassa, and Satu.kz for Kazakhstan.

Telephony in CRM

 Synchronization with Binotel telephony is implemented in the additional option "CRM". 

When a client who is in the database calls, Torgsoft will display the client's name and phone number. 

During the conversation, you can go to the customer's card and see

• information about the last call of the client — time, result, duration of the conversation and the extension number of the manager, 
• the last contact — date, employee, content of the contact,
• additional information about the client,
• contacts — all contacts and reminders with this client,
• invoices — invoices issued to the client and for what amount,
• invoices — information about invoices,
• purchases — a list of goods purchased by this customer,
• calls — a list of calls, when and how long you communicated with the customer.

You can also quickly switch to the Trade with invoice form to view, create a transaction, edit the invoice, send payment details, check payment, and more.

In development

• Accounting for all incoming and outgoing emails via email. 
• Chats on social networks and messengers. 
• Regulations and management tasks.

This is not an exhaustive list of functions and capabilities of Torgsoft — there are many more. Torgsoft provides comprehensive automation of trade: from production accounting to the sale of goods to end users or intermediaries. In Torgsoft, you can maintain full-fledged warehouse, financial and management accounting. Control all business processes in a retail network or store, sell fiscal goods through a software ECR without subscription fees. Connect commercial equipment and bank terminals.

What you need to operate a CRM system

1. Accounting program Torgsoft Ultra or Terminal.

2. Additional option "CRM"

Additional options that are useful for working in the CRM system:

• Wholesale price policy to motivate customers to buy often in your store.
• Salary calculation and salesperson motivation system to set sales plans and reward for successful transactions.
• Mass SMS, Viber, and e-mail campaigns to send notifications to customers.
• Deletion of statistics for closed periods to clean up information from the database.
• Data security: archive in the cloud for automatic archiving of the database and product photos to Google drive.
• Staff notification for closed communication and information exchange within the retail chain or store. 

If you have any suggestions for the development of CRM capabilities in Torgsoft or for interfacing with Ukrainian CRM, please contact us.

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