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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