Customer Engagement System: Survey System, Interests, Reminders, and Binotel | Part 7

In the seventh part of the videocast about the Customer Interaction System, the functionality of the Torgsoft accounting program for organizing customer surveys, managing customer interests, setting up reminders, creating price lists, and integrating with the Binotel telephony system is reviewed.

The video explains how to create and configure customer surveys, visualize responses, and analyze results. Special attention is given to working with customer interests for marketing campaigns, forming and importing price lists based on regions and wholesale customers, and using reminders to schedule future contacts. The integration with Binotel IP telephony is demonstrated for call logging, communication history tracking, and order creation during conversations.

00:00 — Introduction

00:45 — Customer survey system

02:20 — Where to configure customer surveys in the Torgsoft accounting program

04:25 — How to visualize customer survey results

11:00 — How to create a customer survey

12:10 — How many questions can a survey contain?

17:20 — Customer response options

23:10 — Can additional products be added to a sale after a survey?

25:25 — Where to view survey analysis?

26:50 — Can survey results be analyzed by mailing?

32:15 — "Price Lists" mode

33:20 — Does the "Price Lists" mode work in the "Start" license?

34:20 — How to create "Price Lists"

35:30 — Can an exchange rate be specified in "Price Lists"?

38:15 — Can "Price Lists" be imported?

39:25 — "Region" field

40:25 — Regional price list functionality

43:00 — Can prices be compared by regional price lists?

45:40 — Can a price list be linked to a wholesale customer?

48:20 — Customer Interaction System

50:30 — Where to find the "Customer Interaction System" option in Torgsoft

53:20 — Where to configure the "Customer Interests" tab

57:05 — How to work with customers using the "Customer Interests" tab

1:04:20 — Customer activity analysis

1:06:35 — Benefits of mailing based on interests

1:09:15 — Where to view the results of interest-based mailings

1:11:20 — Can a product be edited by interest?

1:12:15 — "Reminder" option

1:14:15 — How to create a contact in the "Reminder" form

1:20:40 — How Binotel works in the Torgsoft accounting program

1:22:20 — Example of Binotel configuration

1:30:55 — Where to view customer contacts

1:32:15 — Where to view the call list?

1:34:25 — Summary

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Learn more about Binotel integration