Customer interaction system: discount types, verification bonuses, and the rest on the map Part 2

Torgsoft is a software solution for trade automation that provides broad capabilities for working with clients. The program allows you to manage a complete client database: register new customers, store their contact information, and set up personal discounts and bonuses. The system enables quick client searches by phone number, barcode, or other parameters, significantly simplifying service and interaction.

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

Torgsoft enables tracking client purchase history and analyzing their preferences. This is useful for creating personalized offers, promotions, or mailings. Additionally, the program supports setting up birthday discounts for clients or their children, which can boost sales during specific periods. The reminder and contact management features help build long-term relationships with customers.

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

00:00 — Introduction

00:40 — Basic program features for client management

01:05 — Where to set up discounts in the accounting program

03:50 — Does the program allow offering a starting discount to clients?

10:15 — How to set up a fixed discount

12:10 — How to create a loyalty program

18:00 — What does the red mark in the client card mean?

19:10 — How to obtain information from clients

20:40 — Can you edit the client questionnaire template yourself?

22:30 — Can you restrict seller access to the client card?

25:25 — Bonus program

32:30 — Where to view bonus accruals

34:20 — How clients can use bonuses

36:30 — Where bonus transactions are displayed

40:30 — How to cancel bonus payments

41:10 — How to manually accrue bonuses

42:10 — How to deduct bonuses from a client

43:10 — How to convert bonuses to cash and where it is displayed

45:30 — Informing clients about bonus expiration

51:40 — Advantages of using bulk mailing templates

56:20 — Bonus deductions at the end of the year

01:01:30 — How to activate the Bonus System with expiration dates

01:12:50 — "Scheduled Tasks" tab

01:15:30 — Bonus movement analysis. Balance on the bonus card

01:21:50 — Where to view the bonus report

01:24:00 — Summary

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Customer Management Software