Customer Interaction System: Customer Map | Part 1

Torgsoft is a trade automation software solution that offers extensive capabilities for working with customers. The program allows full customer database management: registering new buyers, storing their contact details, setting up personal discounts and bonuses. The system enables quick customer search by phone number, barcode, or other parameters, significantly simplifying service and interaction.

One of the key features is discount cards, which can have fixed, cumulative, or bonus-based discount systems. This helps motivate customers to make more purchases and remain loyal to the store. The program also allows filtering customers by various criteria: VIP status, region, age, or even interests, which helps segment the audience and organize targeted marketing campaigns.

Torgsoft enables tracking customer purchase history and analyzing their preferences. This is useful for creating personalized offers, promotions, or email campaigns. Additionally, the program supports setting discounts for the customer’s or their children’s birthdays, which can increase sales during specific periods. Furthermore, the reminder and contact management function helps build long-term relationships with customers.

Another useful feature is the ability to import and export the customer database. This allows entrepreneurs to easily transfer customer data from other accounting systems.

00:00 — Introduction 

00:50 — How to work with the customer database in Torgsoft

02:40 — "Customers" tab

04:45 — Creating a customer range 

06:10 — How to quickly add a customer

08:05 — What information the customer card contains

08:55 — "Attention" and "Block" icons. What is this feature for?

14:15 — Can a customer be refused a sale?

15:18 — "VIP customer" form 

20:00 — Where to specify information about Discounts and Bonuses 

24:15 — Settings in the "Type of trade" form

26:45 — How pink fields in the customer card are formed

29:25 — "Family composition" tab

32:50 — Setting up a birthday promotion 

37:05 — How greetings work in sales

41:30 — "Purchases" tab 

43:45 — Information by accounting center

45:33 — "Other" tab

51:00 — Contacts and Reminders

55:20 — How to create a "Contact" tab in the customer card

01:02:30 — Discount reduction 

01:04:10 — "Social networks" tab

01:06:05 — "Documents" tab

01:07:45 — Additional customer information

01:12:05 — Delivery parameters 

01:16:25 — Summary

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Customer Interaction System