Customer data, personalized offers, and sales results
Torgsoft helps to work with the customer base, configure personalized sales conditions, and analyze receipts, revenue, product profit, discounts, and bonuses. Purchases by mailing list participants and sales with a control barcode can be verified separately.
Find the right customers
By date of the last purchase, number of receipts, purchase amount, region, age, birthday, purchased goods, and interests.
Deliver the offer
Via SMS, Viber, or e-mail, using a ready-made template and the language specified for the customer. The prepared mailing is launched by the user.
Stimulate repeat purchases
With a cumulative discount, bonuses, club program, gift certificate, birthday discount, or a personalized promotion.
Check the result
By customer activity, discount usage, bonus movement, purchases after the mailing, visitor conversion, and product profit.
What is included in the programSome tools are available in the corresponding Torgsoft license, while others are connected as additional options. The cards below indicate the official names and option codes.
Limitations of the "Start" licenseThe "Start" license lacks a bonus system, VIP customers, wholesale trade, work with intermediaries, currency and regional price lists, product kitting, and trade with invoicing. These features require the "Ultra" or "Terminal" license. Additional options are connected separately.
Overview of Torgsoft marketing capabilities
1. Customer base and segmentation
Marketing begins with the customer profile and their history of interaction with the store. Torgsoft can store full name, phone numbers, e-mail, address, region, date of birth, gender, family composition, mailing language, consent to receive SMS, type of discount card, and service conditions.
Purchase history
The profile and reports show purchased goods, number of receipts, sales amounts, date of the last purchase, last receipt, returns, discounts, bonuses, and the VIP customer's debt.
Audience search
Customer activity analysis allows finding those who bought frequently, haven't returned for a long time, purchased or did not purchase a specific product, belong to a region, or came from a partner.
Data quality
It is possible to control phone number matches, block discount cards, merge duplicates, and reuse a cleared card with the same barcode.
Service conditions
You can leave a comment and a "Warning" mark in the profile. For VIP customers, Torgsoft controls deferred payments, debt, and the product-money balance.
The additional option "Customer Profile and Binotel Calls" expands this process: it adds customer interests, contacts, and reminders, as well as work with Binotel IP telephony. During a call, an employee can open the profile, view purchases, invoices, waybills, previous contacts, and the call log. A new number can be immediately added to the customer base.
Customer Profile and Binotel Calls
Code 099, 1-year license. Customer interests, contacts, reminders, call history, and buyer information during the conversation.
Discount Card Verification via SMS
Code 100, 1-year license. Customer identification by phone number and confirmation of bonus write-offs with a one-time SMS code.
2. SMS, Viber, e-mail, and calls
The "Mass Customer Mailings" option works with the Torgsoft customer base. For a campaign, you can select specific recipients, choose a channel, specify the date and time, and use a ready-made template. After preparation, the user manually starts the sending with the "Send message" button: there is no automatic scheduled launch of the mailing. For Viber, you can separately set the delivery time after transferring the mailing to the service.
Personalization
The template automatically inserts the name, address, city, discount percentage, bonus amount, invoice data, promotion name, and other variables from the profile or document.
Multiple languages
Language templates can be prepared for one campaign. Torgsoft will select the required template according to the mass mailing language in the customer profile. Transliteration is available for SMS.
Statuses and resending
The log shows the time, employee, delivery result, and reason for error. Undelivered messages can be selected and sent again.
Viber analytics
For Viber, the shares of delivered and read messages, as well as link clicks, are displayed.
Promotion mailing
The campaign can be linked to a promotion, and an individual control barcode can be added to the message. The promotion will trigger after it is scanned at the checkout.
Events by documents
Separate templates can be used for an invoice, its payment, a sales waybill, a contact, or a birthday greeting.
Mass Customer Mailings
Code 085, 1-year license. SMS, Viber, and e-mail from Torgsoft, templates, language versions, personal variables, delivery statuses, and analysis of purchases by mailing participants. Message provider services are paid separately according to their tariffs.
Practical scenario for customer returnIn "Customer Activity Analysis", select customers who have not bought within the desired period, add them to a mass mailing, offer a promotion with an individual barcode, and check the purchases of the campaign participants after completion.
3. Discounts, bonuses, and loyalty programs
In Torgsoft, you can manage fixed, cumulative, and bonus cards. Rules are set centrally, and the discount or bonus is calculated during the sale. The reports store information about the type, size, and employee who applied the discount.
Cumulative discount
The percentage changes upon reaching a set purchase amount. You can configure transition thresholds, initial card conditions, and the transition to a new level after purchasing a specific product.
Bonus system
Bonuses are credited immediately or after a specified period and are used for partial or full payment according to the store's rules.
Birthday discount
You can configure the percentage, period before and after the date, number of uses, product group, interaction with the main discount, and customer greeting.
Change to the card
Small change can be credited to the customer's bonus account for use during the next purchase.
Fixed and one-time discount
A fixed discount is assigned to a customer. A one-time discount is provided for fulfilling a specific condition and is used for a single purchase.
Application control
The reports show the type and size of the discount, employee, manual percentage change, amount of losses on the discount, and sales below cost.
Additional options for loyalty
Discount Club
Code 002. The customer receives a club discount after fulfilling conditions regarding purchase amount and period, and then must confirm activity to renew membership.
Bonuses with a limited validity period
Code 064. A validity period is set for bonuses. Torgsoft controls their activation, usage, and expiration.
Gift certificates
Code 019. Issuance, sale, accounting, and redemption of certificates. Various workflows are supported, including certificate as money, product, or deferred discount.
Important for the program economyBefore launching, determine the maximum allowable discount, excluded products, bonus validity period, and compatibility rules. After launching, monitor the amount of discount losses, product profit, and manual changes by sellers.
4. Promotions and personalized offers
In the "Promotions" mode, rules are set according to which Torgsoft automatically calculates the discount during a sale. Conditions can be combined and applied to specific customers, points of sale, products, and periods.
Product and audience
The product group can take into account the product type, manufacturer, season, supplier, and specific items. A promotion can be limited to a list of customers or points of sale.
Period
Dates, days of the week, and active hours are configured. Separately, you can limit the offer period after issuing a customer card.
Quantity and amount
The condition can be the number of different products, total quantity, quantity of products from a specific group, or the amount of products in the receipt.
One product in the receipt
The discount can be applied to a product in the order of addition or to the cheapest one. Separate discounts are supported for the first, second, third, and subsequent products.
Priorities
Application order is set for product, customer, promotional, and other discounts. If the priority is the same, the program selects the larger discount.
Control barcode
A regular promotion can be activated by a control barcode: it is printed on a coupon or sent to the customer. After scanning at the checkout, the sale can be verified as processed under this promotion. One-time promo codes are used separately in the "Refer a Friend" option.
Additionally, you can configure a discount for an anniversary customer, where every specific receipt or invoice by number receives a set discount. For birthday people, a checkout greeting, discount validity period, and separate rules for family members are available. A WAV audio file can be selected for an anniversary sale.
Promo campaign "Refer a Friend"
Code 034. A regular customer receives one-time promo codes for friends. The friend is granted a discount, and the main cardholder receives a fixed bonus amount or a percentage of the friend's purchase. You can set the period, minimum purchase amount, product group, and number of promo codes.
Related sales tools
Reservations and orders
For an in-stock product, you can make a reservation, accept a deposit, and control the term. For an out-of-stock product, you can log an order, specifications, agreed price, and execution date.
Product kits
Products can be combined into a kit, sold as a set, or as individual components. Automatic kitting assembles the required quantity during the sale if components are available.
5. Online store, marketplaces, and electronic catalog
Customer acquisition culminates in a sale through a channel convenient for them. Torgsoft can transmit products, prices, photos, and stock balances to online channels, receive orders, and record the sale in a shared database. The exact scope of data exchange depends on the channel and the selected integration.
Synchronization with an online store
Code 018. Exchange of products, stock balances, prices, and orders between Torgsoft and the website.
Torgsoft Online Market
Code 076, 1-year license. Creation of an online store based on products and stock balances from Torgsoft.
Integration with Prom.ua
Code 092, 1-year license. Synchronization of products, stock balances, and orders with a store on Prom.ua.
Integration with Rozetka.ua
Code 094, 1-year license. Exchange of products, prices, characteristics, descriptions, and photos with the marketplace.
Electronic catalog for ordering products
Code 012. A catalog with products, photos, prices, and stock balances for orders by regular or wholesale customers.
Customer display integration
Code 049. Displaying the purchase contents and calculation amount on a separate screen for the buyer.
6. Wholesale prices, intermediaries, and partner recommendations
For wholesale and partner sales, Torgsoft allows formalizing the price, discount, and customer source. This is necessary when a store works with small wholesale, dealers, designers, trainers, doctors, agents, or other partners who recommend the product.
Wholesale pricing policy
Code 021. Automatic price depending on the quantity of a specific product in the receipt. Individual wholesale discounts by manufacturers can also be set for customers.
Referral program
Code 035. Records the partner and their employee upon whose recommendation the customer arrived. This data is available in the customer base, activity analysis, and mailing analysis.
Intermediaries
You can sell to an intermediary at a discount or accrue a reward for a sale to a customer, maintain a product-money balance, and control payouts.
Regional and currency price lists
Separate prices can be formed for different regions and currencies. This simplifies work with customers whose sales conditions differ from the main retail price list.
Which referral mechanics to choose"Refer a Friend" is suitable for recommendations between buyers with a one-time promo code. The "Referral Program" is needed for long-term cooperation with organizations, agents, and their employees.
7. Marketing analytics and staff control
Torgsoft evaluates marketing actions based on accounting data. Reports show sales, discounts, bonuses, customers, and employees. For an accurate product profit, recalculation of cost is available in separate analyses.
Customer activity
Number of purchases, sales amount, revenue, date of the last purchase, last receipt, region, purchased and unpurchased products.
Discount usage
Discount type and size, employee, discount loss amount, manual percentage change, sale below cost, and product profit.
Bonus movement
Accruals and write-offs by documents, sales, returns, and the "Refer a Friend" program, with breakdown by customer and product.
Mailing result
Purchases, sales amount, and revenue of customers included in a specific campaign, with filters by region and partner.
Missed calls
The Binotel log shows the result and duration of calls. Missed appeals can be selected for follow-up contact with the customer.
Repeat promotion forecast
Comparative revenue analysis uses the period before the previous promotion, its duration, and current data to calculate the estimated number of sales and revenue.
Customer surveys
Questions can be displayed at the checkout or used during post-sale calling. Responses are analyzed by period, point of sale, and options.
Product result
For the selected period, you can compare revenue, discount loss amount, and product profit. Recalculation of cost is available for some analyses.
The forecast has limitationsThe calculation relies on a past similar promotion and the current sales level. It does not account for all external factors. Use it as a guideline; the calculation does not guarantee a result.
What product profit meansThis is the difference between the sale of a product and its cost. Torgsoft does not subtract the cost of mailing, advertising, staff work, and other campaign expenses from this metric, so product profit is not net profit or automatically calculated marketing ROI.
Additional options for control
Visitor tracking
Code 091, 1-year license. Visitor counter data, comparison of entries with sales, and evaluation of the point of sale conversion.
Linking the sale of each product to a salesperson
Code 003. Records the consultant for each sold product, even when payment is processed by a shared cashier.
Payroll and staff motivation
Code 025. Calculation of salary, bonuses, surcharges for selling specific products, KPIs, and other motivation rules.
8. Discount cards, questionnaires, coupons, and materials for the buyer
For in-store operations, you can generate a series of discount cards with custom numbering and barcodes, print customer questionnaires, envelopes with addresses, and coupons with a control barcode. The card is read by a regular barcode scanner, and its conditions are automatically applied to the sale. One-time promo codes for friends are generated within the "Refer a Friend" option.
Customer questionnaire
Templates help collect contact details, date of birth, and information about children for subsequent entry into the profile.
Coupon with a control barcode
A control barcode can be printed on a flyer, added to a letter, or sent to a customer as part of a promotion. Printing the customer's address on an envelope is available for postal communication.
9. Where to start marketing in Torgsoft
Put customer data in order
Check phones, e-mails, dates of birth, duplicate cards, mailing language, and customer consent to messaging.
Start data collection with the fields you will realistically use for segmentation and communication.
Choose one business goal
For example: return customers with no purchases in 90 days, increase repeat purchases, or attract new buyers through recommendations.
For each goal, define the audience, offer condition, period, and performance indicator.
Configure rules in the program
Set the discount, bonus, promotion, product groups, priorities, message channels, and employee rights.
Verify a test sale before launch, including the compatibility of multiple discounts in one receipt.
Compare the result with the baseline period
Evaluate the number of buyers, receipts, revenue, product profit, discount costs, used bonuses, and conversion.
Make a decision to continue the promotion after checking the product profit, revenue dynamics, and expenses tracked outside this indicator.
Marketing workflow in Torgsoft
Torgsoft stores data to verify each stage, but the linkage method depends on the scenario. Mailing analysis shows purchases of its participants for the selected period, and the control barcode allows tagging a sale for a specific promotion. Causality of purchase, net profit of the campaign, and ROI are not calculated automatically.
Test the required scenario in the demo version
Almost every additional option can be activated for a 30-day trial. Test it on a copy of your database or on test data before purchasing.
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