The system solves the most common sales problems: it makes processes transparent, maximizes the utilization of your sales network, protects customer data, and gathers previously scattered information in one place.

Business Navigator includes several key modules. In the Basic CRM module, you can manage customer data, track interactions, and store documents. The Sales Force Automation (SFA) helps with lead management, proposal creation, and workflow direction. Campaign Management enables target group management, multichannel communication, and automated campaign execution. The Reporting module provides real-time performance indicators, quick reports, and data export for further analysis.

The system's modular structure allows for customization, while its built-in integration capabilities ensure easy connection to existing systems. Development and implementation using agile methodology enables rapid deployment.

With Business Navigator, you can immediately notice performance changes, hear customer feedback, and feel the benefits of more efficient operations.

The questions are:

• "The sales activity is not transparent"
  The system monitors the work of the sales team/area (opportunities, meetings, contracts) in real time and provides an overview of this at any level of the hierarchy.
• "The large sales network is underutilized"
  In addition to sales campaigns, it is also possible to periodically or continuously issue, execute and check stock management tasks.
• "The possibility of leaking customer data is a real problem"
  In the system, it is possible to parameterize what customer data is available to the sales staff in a given campaign / task type.
• "Customer data is scattered in several systems, issuing sales tasks is difficult."
  Customer data for sales tasks can be collected from several source systems.
• "Other CRM systems do not match our unique customer management methods."
  During the survey, the operation of our system can be fully adapted to the company's needs.
• "We want to measure the efficiency of our customer management and business dealing activities."
  Load and performance indicators measured based on the completion of the assigned tasks help managers in their work.

The functions are the following:

• Customer data management:  Complete customer data management: adding new or converting potential customers, modifying existing ones, searching, recording and modifying additional data, etc.
• Contact management:  Management and logging of all customer-related interactions and data changes. All changes can be tracked, helping to maintain contact with customers: outbound, inbound calls, data changes, sales, cancellations, customer-related tasks, etc.
• Management of customer-related documents:  Scanned document images and electronic documents (e.g. e-mail, Word, Excel attached to the customer).
• If necessary, any document belonging to the customer (e.g. contract) can be temporarily made available, e.g. for a stock maintenance task.
• Task management:  Complete authority-dependent task management. It is possible to create, assign, delegate, modify, etc. tasks. The workload and performance indicators measured based on the assigned tasks and their completion can help managers in efficient work organization.
• Calendar:  Calendar view of events and tasks related to the user or client. The contents of the calendar can be synchronized with the Microsoft Exchange calendar.

Managers can see their colleagues' calendars, so they can monitor the development of the planned number of weekly/monthly meetings in real time.

Business Navigator supports the management of mentored meetings, as well as manages other time points and holidays, so the Call Center can record meetings e.g. in the calendar of the regionally competent salesperson, so that he/she can make sure that he/she does not collide with others.

The SFA module supports sales to our existing and future (prospect) customers, guiding the user through the customizable sales process.

• Opportunity management (Lead & Opportunity Management):  Lead generation opportunities - automatically based on customer interactions
• manually - or following the sales process that has started until the sale.
• Products, offers:  The company's product and service portfolio, catalog, descriptions, details, and sales rights related to the products and offers.
• Integrated task management and workflow:  Basic CRM and SFA specific task management: lead generation, lead assignment, negotiation process, etc.
• Sales with a jump:  During sales, ensuring the jump to the background system depending on the product to be sold. In the case of sales involving several background systems (e.g. cross-sales), starting a workflow and ensuring multiple jumps.
• Forecasts, analyses:  Checking and tracking the possible outcomes of started sales processes. Collection of information about the work of salespeople.
• Knowledge base  A collection of materials related to sales – sales scripts, brochures, case studies, other supporting materials.

Business Navigator supports the management of mentor meetings, as well as other appointments and vacations, allowing the Call Center to schedule meetings in the calendar of the relevant sales representative, for example, to ensure that they are available and do not clash with other appointments.

The system ensures that parallel campaigns can be run, as well as the automatic, event-driven launch of campaigns.

• Target group management:  Receiving target groups from the analytical system. Optionally, it is possible to create target groups within the Campaign Management system, based on the available customer data, customer characteristics and the data of the products belonging to the customers.
• Channel management:  The Campaign Management system can be integrated with communication channels, even by establishing a two-way connection. The system can manage messages sent and received in SMS and email channels, and can be linked with systems that manage phone calls and DMs (e.g.: IVR, Call Center, Print Shop, TcT, Maileon). It can be expanded to other media, such as Internet advertising campaigns, as needed.
• Customer service monitoring:  Customer service is one of the most important communication channels for customers. The interactions of customers contacting Customer Service are also monitored by Campaign Management and linked to campaigns.
• Product recommendation:  Management of list-based product recommendations and prioritization. The list is "in sight" throughout the sales process and can be used at any time.
• Creating and running campaigns:  Creating and running campaigns. Campaigns can also be run on a schedule or in a program.
• Campaign monitoring:  When running campaigns, based on customer feedback, the system connects individual interactions, thus making the success of a campaign measurable.
• Automated, event-driven campaigns:  It is possible to run defined campaigns automatically when an event defined by timing or other rules occurs.
• Analytical database loading:  Provides an interface for all campaign-related data on which analyzes can be performed. The data required for analysis and tracking is collected from the Business Navigator system as a whole and based on properly designed procedures.

The functions are the following:

• Quick reports:  In the case of normal operation, it is not recommended to load the production system by running queries, but at the same time, it is essential to obtain some important information that helps daily operations and to create reports.
• Within the Business Navigator CRM system, queries can be launched directly from the interface, which can be compiled as needed, and existing ones can be transformed. Queries can also be exported to Excel format.
• DWH data transfers, data exports:  For data mining and analytical work, a large amount of raw data in the CRM system or selected according to a certain principle is needed. It is advisable to perform analyzes on large amounts of data outside of the operating system, independently of it, with the help of special analysis tools.