" BIBOSS will dot all the i’s and help you make the most optimal choice.
It’s worth starting with a short story about these companies. Both of them began their existence in St. Petersburg. Gruzchikov-Service appeared on the market in 2010 and opened a franchise relatively recently (2014). The company is engaged in providing loaders and general workers to warehouses, production facilities and for relocations. By the way, the company has its own fleet of 10 cars of different carrying capacity, so Gruzchikov-Service can fully organize the relocation or transportation of goods (i.e. provide both personnel and a vehicle).
In turn, “Personal Solution” has existed in this area a little longer, the company dates back to 2007 and has been working in the direction of franchising since 2013. The “assortment” of labor provided by the company is the same as that of Loaders-Service. The only caveat is the ability to provide cashiers and other personnel for work that does not require special knowledge.
As for the franchising offers of companies, there are differences. The initial investment in the Personal Solution franchise will be greater, but the monthly payments to the franchisor will be less than in Gruzchikov-Service. Accordingly, the payback period for the latter franchisee will come faster.
Regarding profit, the minimum amounts promised by franchisors are approximately the same. The income of both companies is formed in a formulaic way: the number of working hours is multiplied by the rate. For example, 1000 hours per month multiplied by 50 rubles, and from every 50 rubles the employee receives his share - approximately 50%. The rest goes to the company. It is worth noting that for both companies the cost of an hour of work differs depending on the city and type of work, so the rate can be 120 or 250 rubles. If you look at the companies’ websites, then “Personal Solutions” prices in St. Petersburg are much higher than those of “Loaders-Service”.
Just like most companies that have opened a franchising business, “Personal Solution” and “Gruzchikov-Service” have provided for several business formats. The first has five, the second has three. However, franchisors have different approaches to ranking them. If “Gruzchikov-service” divides franchise formats according to the scale of cities (with a population of 200-600 thousand, with a population of 600-1000 thousand and Moscow and St. Petersburg), then “Personal Solution” - depending on the services provided by the franchisor (IT system , business plan for receiving a subsidy, number of consultations) and exclusivity offers.
Full automation
We must pay tribute that both companies have a developed CRM system that allows you to automate all processes: from selecting a team for a site to rating each worker. So the IT product “Gruzchikov-Service” itself “issues fines”, records lateness, calls, etc. And the “Personal Solutions” program simplifies the hiring of personnel close to the site due to geolocation.
When it comes to leasing personnel, especially if this service is provided through a franchise, the question arises: how to ensure the quality of the services provided? The answer lies again in controlling employees using a CRM system. If a worker is late or another complaint is made against him, the company no longer cooperates with him. Due to the fact that everything is recorded automatically, it eliminates human factor, and irresponsible workers can be easily identified.
It is worth noting that the issue of control over personnel is very important in this area of business, since the level of services provided is the calling card of the company.
“There is no competition between brands in this area,” shared Ilya Ivanov, a representative of Gruzchikov-Service.
According to Ilya, the brand doesn’t mean anything here. You must scrupulously monitor the work of your employees and, if problems arise, take full responsibility. The client should know that he can come to the office, talk about the current problematic situation, and it will be resolved, and not be told that “the company is not responsible for the actions of the loader, you can go to court.”
It must be said that both “Loaders Service” and “Personal Solution” have succeeded in attracting clients, since they include well-known companies. For example, the first serves Vkontakte and Gazprom Transgaz, and the second serves Lenta and Mavis-Stroy.
However, if you decide to find services for renting movers on the Internet, you will notice that “Loaders Service” does SEO optimization of the site better than “Personal Solution”.
Franchisee's opinion
Among the interviewed franchisees of the two companies, there were no sharply negative reviews. Some partners did not even consider other franchises in this area; they found “Personal Solution” or “Loaders Service” and ended their search with the first franchise offer.
One of the Gruzchikov-Service franchisees said that in the process of choosing a franchise, he considered both “Personal Solution” and “Gruzchikov-Service”. However, Personal Resolution, in his opinion, was unable to provide comprehensive information on the issues that interested him, and the Gruzchikov-service company promptly gave detailed answers to them, so the choice was made in favor of the latter. As the franchisee noted, in fact , it all depends on the skill of the specialist who sells the franchise.If it is done by a professional, your choice has already been determined.
Each company franchisee highlighted something different. However, in total, the advantages of both companies are the same. The main thing that the partners of both companies wanted to convey was that they received necessary help at the beginning of starting a business.
Dry residue
As you can see, both franchisors are worthy of becoming their partners. Their differences are not so significant, and you can choose the option that is most suitable for you.
Thus, both companies provide their franchisees with a well-developed IT product and a proven marketing strategy. Just keep in mind that if it is convenient for you to invest a large amount of investment at the start, but have a small percentage of monthly deductions, then the “franchise” is suitable for you. If it's the other way around - "".
Also, if you are opening in a small city with a population of 200-600 thousand people, then by purchasing an offer from “Loaders-Service” you will get everything necessary materials and assistance specifically for this city format.
However, if you want to independently choose the services that the franchisor will provide you under the contract, regardless of where you plan to open a business, buy the “Personal Solution” franchise.
After reviewing the presented franchises, you can express your opinion and
While studying at St. Petersburg State University, Denis Reshanov tried to earn money in various ways, including unloading trucks in a supermarket. This work gave him the idea of creating a company that would engage in outstaffing - providing workers when needed. His company achieved million-dollar turnover in its first year of operation. Then the loading was supplemented by snow removal and roof repairs. In addition, Reshanov began selling franchises throughout Russia. The Village learned from an entrepreneur how he was able to turn a small part-time job into a business with annual revenue of 90 million rubles.
Loader management system
The CRM system helped us increase the speed of processing and fulfilling orders. For example, when an application from a client appears, we can automatically send SMS messages to our database. And the movers are already calling us themselves, rather than us wasting time calling. The database contains all the information about each loader: employee’s photo, residential address, contact information and rating. This is an indicator of quality, which is based on how a person works on objects. We immediately give low marks to those who promise but don’t show up for work.
Loaders often fail. Mainly due to alcohol. For example, we have an unspoken rule: if a client asks for ten workers, then we invite 15. Usually five of them have some kind of excuse not to come, but in the end we get what the client asked for. We try to work only with those who have a high rating.
Before inviting a loader to the site, our recruitment managers get to know him. We must make sure that this is an adequate person, ask him questions.
We pay the loaders somewhere around 100 rubles per hour. It all depends on the complexity of the object. If it’s unloading in a warm warehouse, that’s one price; working outside in difficult conditions is another. The price for the customer usually ranges from 200–250 rubles per employee. The number of personnel required at the site also plays a role.
Snow on your head
In 2009, we felt that due to the crisis, the demand for our services had fallen. It became clear that we needed to offer some additional services. The answer was suggested by clients. That winter there was more snow than usual, so we regularly began to receive requests to clear the streets of snow. We purchased equipment and began to fulfill orders. The next year, our loaders participated in the construction project of the Okhta Center: every day about 150 people from our company went to the site.
In addition, we have another direction - roof repair. For several years it was even the most profitable of all. In 2011, the company's revenue increased to 30 million rubles, of which 15 million came from repair work. But now we have stopped developing this direction and decided to focus our efforts on franchising. This helped to further increase the company's turnover. Now the turnover of “Personal Solution” is about 90 million rubles per year. We have more than 700 corporate clients, including many well-known companies - IKEA, Dixie, McDonald's and others. We have a common base of loaders with all franchises, which is why it now has more than 100 thousand workers.
Stolen franchise
Since 2012, I began to receive applications from young entrepreneurs from the regions who wanted to cooperate. At first I refused them: it was not clear which scheme would be best to work with. Later we developed several franchise packages. The basic package costs 99 thousand rubles. It contains step-by-step text instructions on how to develop a business. The most popular franchise costs about 250 thousand rubles. She doesn't give us the right to be ours official representative, but for its buyer we are developing form style, we make a website, and it can work under its own brand. The most expensive franchise is an official representative office, which costs up to 800 thousand rubles and can only be one for the entire city.
Every month we receive from 1,000 to 1,500 applications for franchises. Of these, about 2% end in a deal. We carefully select partners, so we weed out many. Each owner pays us royalties and monthly payments, only about 15% of turnover. Last year, information from several franchise packages on how to run this business was stolen from us and they began to sell it. We decided to check, made a test purchase - everything came together. Apparently, the information leaked through one of the partners. To prevent this from happening again, we have developed a special program that protects our product from theft.
In total, we have 52 official representative offices and about 400 franchises under our own brands in our country. The most successful ones are located in Naberezhnye Chelny and Novosibirsk. In the St. Petersburg central office we have a department that provides consultation and support for franchises. 40 people work there. Among them are marketers, sales managers, project managers, and mass selection specialists. And our foremen work with loaders at the sites; now there are about ten of them.
What's next
In the summer we want to launch a mobile office for Personal Solutions. This will be a bright car that will go around all the points where loaders may be. For example, today the office is located near the hostel, and tomorrow in the center on Sennaya. Or put an office next to the Passport and Visa Center.
This same year we want to launch a single call center for all branches. We will take care of all the processing and send ready-made leads to the regions. Practice has shown that our specialists are stronger than those of our regional partners. In addition, we have all this automated. This innovation will also be convenient for franchise owners. We will relieve them of the burden of incoming calls.
Photos: Dima Tsyrenshchikov
When choosing a CRM for the service sector, in terms of the number of implementation options for different types of business, you cannot ignore Clientix SRM.
Judging by the fact that on their website https://klientiks.ru/ I did not find the year the company was founded and the full history of the creation of this SRM, we can conclude that this is one of the young services on the market, but quickly declared itself as the closest competitor to the YCLIENTS service and now also takes its place in the sun of CRM systems for various service areas.
Therefore, the review on Clientix SRM is also an important part in the list of our reviews. Let's take a closer look at its uniqueness and capabilities.
Clientix SRM is a cloud-based CRM system for various service areas, where the interaction of communication with the client begins with online registration for these services.
The stated mission of Clientix CRM is “to offer clients a universal, flexible and convenient tool for managing customer experience; to show that modern IT solutions can be affordable and that investments in them can be effective.”
The very name Clientix SRM implies customer focus and meeting the needs of the service specifically from the client’s side and ease of use for him.
Already at the stage of registering the service, Clientix SRM invites you to decide and make your choice in one of eight categories:
- Beauty salons of various profiles
- Medical clinics
- Dental clinics
- Pediatrics
- Veterinary clinics
- Sport sections
- Stations Maintenance cars (service station)
- Business SRM
The majority of clients of the Clientix SRM service are b2c. We also provide services for small businesses in the b2b field.
Platforms:
Deployment: The first cloud CRM system that works without the Internet as well. Internet connection
It will only be needed to transfer current data to the server. Data is saved by storing the completed data in the browser cache. The period for storing data without an Internet connection is regulated by the settings in the CRM.
Available countries: V Clientix CRM is the ability to register an account and work with phone numbers from the following CIS countries:
- Armenia (+374)
- Belarus (+375)
- Georgia (+995)
- Kazakhstan (+7)
- Lithuania (+370)
- Ukraine (+380)
- Azerbaijan (+994)
Security and privacy:
- Secure access via S protocol SL.
- Backup of the entire database on several servers in Russia. The project servers are located in specialized data centers equipped with a modern fire extinguishing system, backup power, and an unauthorized access protection system.
Overview of the functions of the Clientix service SRM
Main menu of Clientix SRM
The main menu when entering the office consists of 8 main items:
- Services
- Clients
- Schedule
- Stock
- Possibilities
- Settings
- Analytics
The top line above the menu allows you to quickly select, change or add an employee and view system messages, a log of records, a summary report (Control) for any day or period, and also return to the main menu.
Menu Services
Services menu designed to work with lists of services: adding a group of services, adding the type of service, its cost, duration, barcode, code and article. A ready-made table of service types can work with filters by group, branches, promotion conditions and relevance (archived or not), and sorting data in service tables can be done by name, groups, cost and number of records.
Menu Clients
Menu Clients reflects the entire table with clients, and also allows you to quickly add a new client with a large list of data about him: full name, phone number, client code, curator (salon specialist), group for the client, client source, create a note about the client, add an additional contact person with phone, and also write down an email. email and date of birth. At the same time, the new card already has a standard checkbox indicating the client’s consent to confirm his records via SMS.
When you click on the client’s name, a tab opens with a large list of work and analytics on it:
While in the customer card, you can register the sale of goods, view the history: records, sales, subscriptions, all changes, calls and SMS messages, reviews. As can be seen from the screenshot, such items as Settlements with the client, Documents and Subscriptions/certificates are available only on the PRO tariff.
The quick filter at the top of the general table of clients works on three main points: by client, by records and by subscription. The advanced filter is very large and allows you to find anything in these three entities, and also gives you the ability to sort by any data from the search.
Menu Opening hours
Menu work schedule consists of a list of employees and a breakdown of time by day of work. Quick View allows you to switch to a weekly or monthly chart. By clicking on the time scale for the selected employee, you can quickly create a schedule for a week or month, and if you click on the name of a specific employee, you can create a rule (for example, 2 days in 2) for auto-filling, select a completion date, and then a schedule will be created automatically for the specified period .
Menu Warehouse
Warehouse menu manages goods, adds new goods, controls deliveries and write-offs, signals the end of goods in the warehouse. At the same time, smart search in the Products field using the first letters entered immediately filters the product you are looking for from the entire list.
The card for adding a new product to the CRM looks like this:
All the necessary characteristics and data on the purchase price, warehouse, supplier, etc. are entered into the new product card. In this case, accounting will be kept in the currency of your country, selected during registration.
Menu Features
Opening menu Features the first time, you think that it will be as simple and unloaded as the previous menu items. But, having seen more than 20 subsections in this menu item, you understand with a smile that this is where their “dog is buried”)))
This is where the developers brought all the features of the program with the menu item of the same name. These are the subsections:
- SMS settings
- SMS reminders for clients
- Online registration
- SMS mailing
- Salary calculation
- Documentation
- Service settings
- Client groups
- Client Options
- Client sources
- Birthdays
- Quality control
- Sales scripts
- Log entry
- Warehouse settings
- Schedule
- Offline mode
- Reports
- Subscriptions/certificates
- Discounts
- Mutual settlements
- Loyalty program
- Make money with Clientix SRM
Let's briefly go through each subsection of the Features menu.
Subsection SMS Settings includes data on the account balance, the number of SMS messages for this balance amount, the history of SMS messages (the history even contains those SMS that the system automatically sent you during your registration), the history (if any) of SMS mailings and the Transliteration selection item language for SMS messages because In Latin you can type SMS up to 140 characters, and in Cyrillic only 70.
Subsection SMS reminders for clients just turns on/off the entry confirmation items and on/off the entry confirmation item via SMS.
Subsection Online registration on/off the online recording item from the site.
Subsection SMS mailings works only for legal entities. To do this, you need to send a scanned copy of the application in the established form to the developers by mail and the original documents to the address in St. Petersburg. Activation of the service may take up to 2 weeks. But as a result, you will have the opportunity to filter clients by different data (for example, gender, group, source, etc.) and make mass mailings legally and officially.
Subsection Salary calculation In addition to the “salary” part, it allows you to try new payment schemes, introduce bonuses, organize competitions of masters, and be sure that the administrator will not have problems with calculations. With motivation, you can improvise as you like and create any number of rules, both temporary and permanent. The main thing is not to get confused in these rules, but to turn off the temporary ones in time))
The subsection itself consists of 3 points: Salary calculation, Payment history and Additional settings, which allow you to take into account the number of clients in a group record, the provision of services by different masters for one client, and take into account co-executors (participation of several masters in % terms) when calculating.
Subsection Documents allows you to create templates and maintain any documentation for your business, such as: sales receipts, patient records, appointment vouchers, metrics, medical records (album or portrait), etc. with recording and numbering of their maintenance and filling history.
Subsection Service Settings allows you to create and delete new groups for service types. It is noteworthy that if you suddenly deleted a group that already included some types of services, then the services themselves will not be deleted, but will remain in the general lists simply without the group.
Subsection Client groups completely identical to the previous one, only used to manage groups of clients.
Subsection Client settings on/off such mandatory parameters when filling in by client as: gender, whether or not to write down the client’s address, his passport details and full or brief full name. If the full name field is not checked, then you must remember to change the SMS reminder templates for the short type of requests.
Subsection Birthdays turns on/off the display of the birthday in the card, the year of birth and allows you to set the number of days in advance to notify the client about the birthday.
Subsection Quality control will help you improve your service by collecting reviews and ratings from customers who have visited you. Collecting feedback can be done via SMS messages or a web page. You can customize the message template and the way your company is evaluated.
Subsection Sales scripts allows you to enter various templates for proposals-scenarios of a conversation with a client, and then, before taking payment from the client, your administrator will see a list of sentence phrases for related products, services, courses, which are much easier to sell with the current service. This will be especially useful for new or novice administrators.
Subsection Recording log allows:
- enable/disable group recording
- enable/disable visit source
- enable/disable copying of records
- enable/disable recording in offices (available only in PRO, PRO+ tariffs)
- enable/disable notification of unsaved data when leaving the page
- enable/disable display of the field for additional discounts for the service (you can quickly give and recalculate an individual discount)
- determine the minimum time step in the recording log
- define default recording duration
- define the default sorting of employees in the journal (e.g. by name)
- determine the time period for returning a record from the “Completed” status
- turn on/off the cabinets at the top in the records log or not
- enable/disable connections between employees and services (only in the PRO+ tariff)
Subsection Warehouse settings determine the algorithm for writing off goods and selecting balances depending on 4 types of warehouse:
- from any warehouse (all deliveries and balances)
- from the specified warehouse (must be selected from the list)
- from the service provider's warehouse
- from the administrator's warehouse i.e. the user making the visit.
Subsection Work schedule allows you to turn on/off the display of the mini calendar.
Subsection Offline mode is a unique feature of Clientix SRM that allows you to store all data entered into the SRM in the browser cache for up to 8 hours when the Internet is turned off, thereby increasing the reliability of the SRM in case of failures.
Subsection Reports works only in the PRO+ tariff. By enabling the Reports feature, you can upload your data to a PDF file at the click of a button. To do this, you should open the section with the necessary data - for example, a list of clients. You can first filter or sort them, and then all you have to do is click on the “Create report” button to generate a report on the selected data.
You can build the following reports: a list of clients, a list of services, a list of goods, a list of visits and sales by client or employee, a list of client subscriptions, a list of financial transactions on the account of a company, client or employee (if you use Mutual Settlement).
Subsection subscriptions/certificates also works in the PRO+ tariff.
By enabling the Subscriptions function, you can create your own subscriptions (for example, an unlimited subscription or for 2, 5 or 10 visits) and service packages (comprehensive programs). The purchased subscriptions are recorded in the client’s card, and each time you sign up for a visit, the program will automatically select the most suitable subscription, which you can always change. When providing services, the program will also automatically write off the visit from the selected subscription for the visit or services from the service package, and the cost that the client needs to pay extra will be recalculated.
Subsection Discounts also works in the PRO+ tariff. By turning on the “Discounts” feature, you can create any % discounts (for example, by days and times of visits), etc. It’s easy to carry out promotions and provide customers with discounts on services and/or goods using a flexible system of settings. When creating a visit with this setting, the most advantageous discount or subscription for the client will be selected automatically and change the cost of the visit. The administrator can always change it or not use it at all.
Subsection Mutual settlements also works in the PRO+ tariff. Using the “Mutual settlements” feature, you can keep records in the program Money, which includes working with various accounts and cash desks of the company, maintaining accounts for clients and employees, recording client payments for services, goods and subscriptions, and paying salaries to employees. The section already has system options for mutual settlements, for example: revenue and accrual costs, cash costs, accounts receivable, etc.
Subsection Loyalty program– a simple way to organize a reward system for regular customers. This may be expressed, for example, in discounts on services and goods, information about ongoing promotions via SMS, or the provision of other special conditions of service. At the same time, in customer cards you can create and enter the desired status (for example, Newbie), which will correspond to a specific loyalty program. This subsection also works in the PRO+ tariff.
Subsection Make money with Clientix SRM is a way to connect to an affiliate program and earn money by selling this service to clients. Partnership conditions are discussed individually upon request.
M menu Employees
M menuEmployeescompiled in the form of a table and reveals a list of all employees. Having selected any employee in the menu, we go to his data card with the ability to edit his work schedule and working days for him, as well as make changes to his access rights, view the history of changes, the history of clients and services, the history of settlements with the employee, add, delete or restore the employee to the SRM.
Settings menu
Setup menu consists of the following subsections:
- Payment and subscription
- Schedule settings
- Template settings
- account settings
- Branches
- Information about the company
- User rights
- For legal entities
- Import/export data
- Import history
- Demo mode
- Widgets
- Integration with cash register
Subsection Payment and subscription shows your current balance, tariff, start and end date of the subscription and its cost. Also in this subsection you can top up your balance, select a tariff, view your cash history, or use (if you have) your promotional codes.
Subsection Schedule settings set the default settings for the duration of the work shift, the start and end times of the working day, and if you specify the average duration of the employee shift (for example, 8 hours), then when adding new work periods in the section "Schedule" Initially they will be of exactly this duration.
Subsection Template settings allows you to make changes to the settings of ready-made templates in HTML format by changing or substituting the data you need, as well as use the code of these templates for other purposes.
Subsection Account Settings sets basic settings such as: time zone, authorization code in Yandex Metrics, Yandex Metrics counter, VK authorization code, community selection for widget analytics.
Subsection Branches allows you to create branches in Clientix SRM from other accounts, determining which of them is the main one and which is the subordinate. The main thing is that the divisions are in the same category (for example, beauty salons) and have the same settings. If you already have accounts, then to unite branches into a network, it is necessary that the accounts be of the same version and with the “director” role. You can also give employees access to several accounts by setting up their roles in the employee card, in the “Role in the system” section .
Subsection Company information allows you to upload a logo, change the company name, work phone number, company address and city. The data from these fields will be used in the future in SMS message templates.
Subsection User rights sets and distributes rights to each user in each of 4 categories: owner, full access, advanced access, specialist access. However, you need to be very patient if you decide to change the default settings because... you will have to study and check the boxes in each entity of the program from the Clients section to the Other settings section in more than 100 fields in each! from 4 categories. I think it won’t hurt to stock up on a snack and 100 grams of an invigorating drink for this time)))
Subsection for legal entities contains the main fields of details such as: name, telephone, address, zip code, INN, KPP, OGRN.
Subsection Import/export of data allows you to import clients, services, goods and visits, as well as export clients and goods. The program developers recommend that you first create and define all additional fields in the cards, then export clients using the resulting sample of all fields and examples of filling, then make the necessary import using Excel and CSV formats. Also in the section are already indicated ready-made examples lines for import-export and this can really help.
Subsection Import History is a continuation of the previous subsection, which will show the import type, period, creation date and author.
Subsection Demo mode At the stage of mastering and studying SRM, it allows you to have the main demo data already filled out in tables and settings, as well as see ready-made options for the completed client base, employees, and cards. All your data entered in parallel from the demo will be saved after turning off this mode and you will continue “swimming” on your own.
Subsection Widgets When the checkbox is enabled, it makes it possible to connect a widget for IP telephony. Also in this section you can connect your own custom widget. At the same time, developers define a set of rules and documents for using open API code, which can be connected from the following API subsection, by turning on the desired checkbox. The Widgets and API subsections no longer list any possible integrations and applications, although the Clientix SRM wiki section also lists integration with Roistat. But after reading the angry review from the integration of this section, I realized that Roistat is indicated more for mass production, formally, than for real improvements to the SRM.
Subsection Integration with cash register(control by cash registers) offers only Evator and the Others section. At the same time, for Evator you only need to select the VAT rate; what will happen next, the section is silent. In addition, there is no standard VAT rate of 20% for Belarus, although the country itself is on the list for registration (see above, at the beginning).
Subsection More states: “Some Clientix settings cannot be changed manually. If you have any wishes to expand the capabilities of the application, please contact the customer care service by phone” and then number. The promising “More” could well be called Our technical support or Feedback.
Analytics menu
Analytics menu displays three main graphs with numbers: revenue for the period, costs for the period, profit for the period.
The top line of ready-made filters allows you to quickly show analytics reports for any day or period of time in the form of graphs and digital data for:
- finance
- clients
- services
- goods
- staff
- season tickets
- branches
Top menu Control
Control menu (dashboard), located at the top right of the work account is the “dashboard” of the office with the display of basic analytics data at the current moment: by revenue, average bill, types and number of records, customer sources, % of planned load, average service rating, new customers, reviews , SMS and subscription balance, as well as popular services and products.
In fact, this panel displays the most important and significant figures for the manager, who can quickly use these data to assess the situation at the company or branch, give instructions or make adjustments to the work.
Top menu Recording log
Recording log menu clients, although this is not typical for our reviews, we consider it at the end, probably due to the fact that it does not open when entering home page personal account.
I’ll say right away that technically the magazine is organized in a rather original way. For those who like to change the types of tables, the first and big advantage is the ability to swap the top rows of the header (working hours) with the side rows of employee names, i.e. see and work with the table. everyone chooses for themselves what is more convenient for them.
The second original solution is to scroll horizontally with the mouse at the top of the calendar to quickly view entries not only for the current day, but also to quickly move forward or backward to neighboring days and even weeks.
Client registration can be done in several ways:
- Traditionally, through the New record button—Select or add a client—Select or add a service—Select an employee—define the time and day of the visit from the employee’s working time calendar.
- By clicking on the free time calendar of the already selected employee and then – Selecting or adding a client – Selecting or adding a service. The rest of the recording data will already be determined.
Also, at the recording stage, the client’s source of income is selected from the list from those specified in the Settings.
If there is no suitable time for an appointment for the client, then he can be added to the Waiting List and as soon as the time is free, the CRM will remind him that the client needs to be included in the schedule.
To change the time, employee or date of an entry, you need to click on an already made entry and change the desired parameter in the menu already open on the right. You cannot simply drag and drop an already made entry to another time or day with the mouse, as for example. in DIKIDI Business.
To record the service provided, just click on the time of the recording, then click the button Client has arrived - the same button changes color and the inscription On time appears; by clicking on it again, the record changes its status to Services provided. Also in this menu you can make an entry or note in the customer card, change the discount and attach or create a corresponding document.
Let's sum it up
Prices for Clientix SRM
According to the terms of the service, if on the date of debiting there are insufficient funds on the account balance to pay for the selected tariff, then the system will be available within the next two days on the START tariff pending payment. After this period, if the balance is not replenished, the account will be blocked. You can unlock your account yourself by topping up your account and connecting to the desired tariff.
No other bonuses and discounts for renewing and replenishing the balance, even for a long period of time, were found in the personal account.
DISADVANTAGES of the Clientix SRM service
I would like to note that the comparison of Clientix SRM with the YCLIENTS service at the beginning of our review did not have much basis, because The difference in the number of functions and capabilities of these two SRMs is significant.
- inability to develop your own individual mobile application for the company, even if it’s a paid one;
- Most of the functions that, in my opinion, are necessary even for standard work (discounts, loyalty programs, registration in accounts, connection of types of services with employees, etc.) work only on PRO or PRO+ tariffs. I think that the lion’s share of users of this SRM will drop out precisely at this stage of mastering the program;
- a short test period of only up to 3 days and immediate notifications about replenishment of the balance from the moment of registration, and the complete blocking of the account even without the ability to view or export the data entered there is even more depressing;
- Some tables only sort the data by a few columns, but it's more like a car on 3 wheels without the 4 wheels. Understanding that technically this is done in the same way with other columns, it is not clear why they forgot about the 4th wheel?;
- The lack of help sections and hints in the menu itself are big disadvantages of this service. For example, without hints or help in the Template Settings menu, for many it will be stressful - looking at pieces of HTML code (some may not be familiar with this at all) and not understanding what can or should be done with it. The saddest thing is that even in the large Wiki section of Clientix SRM https://klientiks.zendesk.com/hc/ru/ there is no information on this section;
- in the log of records for viewing for a day or a week, it is impossible to select several employees (by type of service, for example) in order to visually assess the employment of employees for one type of service, as, for example, this is implemented in the DIKIDI Business service;
- despite open source API service, lack of possible integrations with other applications and services. The declared integration with Roistat, according to the client’s feedback, needs to be improved externally and at great expense;
- It is not entirely clear how much of a difference there is between medical services, dentistry and pediatrics to separate them at the time of registration. Or this was done simply to expand the list of services of the applied CRM. Then veterinary medicine can also be divided into different types of animals (cats, dogs, hamsters, horses, etc.)))
- absence personal accounts for clients;
- lack of the required VAT rate for Belarus;
- lack of settlements with suppliers, which means incomplete generation of data on costs and profits;
- lack of bonuses and discounts when replenishing and paying for the service for a longer period or for a larger number of users.
ADVANTAGES of the Clientix SRM service:
- The ability to work and save data even in cases of interruption or absence of the Internet;
- Ability to confirm the client’s phone number using a one-time SMS code;
- When searching from a large list of products, it displays suitable options when typing just a few letters;
- An original and at the same time simple and convenient interface of the journal entry system;
- Work with multiple cash registers and current accounts. Reports on sales of goods and cash flows.
- Track key indicators by revenue, clients, specialists.
- Generate reports on pre-registration, cash registers and warehouses.
- The ability to combine branches into different networks to consolidate work and obtain deeper analysis.
- Loading and unloading data into CSV (Excel) allows you to quickly set up the system or update existing data. Allows you to conveniently work with large price lists, product catalogs, customer databases, etc.
- Very fine division of employee access rights allows you to organize convenient work with the program for all users;
- Saving the history of all entries, changes, additions;
- A flexible system for calculating employee salaries based on the creation of individual rules, down to each service separately.
- Support for various languages and countries;
- Possibility of group appointment with several specialists for several services;
- Allows you to set up automatic SMS reminders about an appointment for the time specified in the settings;
- Provides open API code for individual modifications with the permission of the developers;
- Suitable for 8 types in the service sector with individual settings for each area.
Making a conclusion about the service Clientix SRM, I would like to wish to review the important basic settings in the direction of reducing the tariff and increasing loyalty and discounts for customers, thereby meeting the stated mission as customer focus and meeting the needs of the service specifically from the client. Developers have an uncultivated field in terms of possible integrations and combinations with various applications and services, which can have a bad effect on their further development if you don’t look in this direction.
At the cost of implementation of the service Clientix SRM close to YCLIENTS and not the cheapest out there, but in order to earn the same authority and quality of service, the guys still need to work and work.
To plug Clientix SRM for the required service sector can be found here
A CRM system can significantly automate a business operating in the service sector and help free up the resources necessary for the development of the company.
CRM for the service industry
CRM for the service industry
To date CRM in the service sector are practically not used. There is no automation at all. Therefore, the level of service leaves much to be desired. How can you use CRM to sell services?
In Europe and the USA, CRM has long been used in the service sector. If a client comes to the hairdresser to get a haircut, the CRM system automatically books him for the next haircut, and sends a notification a few days before the visit. And this is not fantasy.
Obvious advantages of a CRM system for accounting services: saving employee time and eliminating human factor. The administrator will not forget to warn the client. And the likelihood of retaining the client is high, since the level of service is much higher.
In Russia now everything is done manually. It is not uncommon for people to make mistakes, and as a result, a business suffers losses.
In Russia, less than 10% of companies use CRM in the service sector, annually losing hundreds of thousands of rubles in potential profit.
amoCRM for the service sector will help correct the situation - a program for accounting clients and automating business processes, integrated with popular services, SMS and email newsletters, with built-in telephony for convenient calling clients. This is not just a multifunctional database in which all the necessary information about clients is spelled out in detail - it is a key tool for the development of your business.
amoCRM is perfect for completing the assigned tasks. The system implements functionality that allows you to analyze sales, set tasks, assign deadlines and responsibilities. The manager can monitor the progress of work without even being in the office, thanks to online access. In addition, you can integrate CRM with your website or landing pages, as well as Universal (Google) Analytics.
Does your business have specific CRM requirements? There is no longer any need to buy an expensive CRM or develop your own. You can easily customize amoCRM to suit your needs through the free API! With the help of your programmer, you simply adapt the ready-made functionality of the CRM system to the specifics of your company. Enjoy all the benefits of amoCRM - register and start increasing the profits of your business!
I have been purchasing power tools from the same chain for several years. Usually the purchasing process was ordinary: twice a year I bought equipment there, checked it in the hall, and the sellers issued a receipt and a guarantee. I recently needed a chainsaw. I went to my usual network and bought it. They asked for your full name, date of birth, phone number, and within a minute they gave you a discount card with points awarded for the purchase. A few days later I received an SMS about a promotion for February 23rd - I bought a serious set of socket heads. Then I received a notification that new oil for my saw was on sale. This is how they increased the frequency of my visits. And why? As it turned out, CRM was introduced in this network relatively recently.
Development of online communications, specialized platforms, social networks and services has made inevitable adjustments to relationships with clients. Pampered and informed, buyers and customers strive to receive goods (services) quickly, efficiently, and professionally. They expect unobtrusive attention, ideal service, after-sales service (new products, promotions and even... happy holidays). If you hesitate a little or misfire, consumers will go to competitors - fortunately now everyone knows about everyone and in most cases it is not difficult to find an analogue.
It doesn’t matter what field you work in - b2b or b2c, whether you sell concrete structures or balloons, in any case, your task has long outgrown the well-known classic capital turnover formula “money-product-money”. Now the formula has expanded and requires maximum attention to be paid to the sales process. CRM systems play an important role in the sales process. If previously they were the lot of fashion companies who wanted to count and take into account, now it is necessary software, which, with the right approach, allows you to advance your business to a new level.
What types of CRM are there?
If in 2007 I answered this question “analytical and operational,” then in 2015 I will answer unequivocally: cloud and desktop. Developers of all stripes felt the growth of the enterprise software market and began to create their own numerous systems that compete with solutions that have been working since the early 2000s. Some of them can hardly be called CRM, some burst into the market and grabbed a powerful share.Approaching the peak of popularity cloud solutions- easy to deploy, intuitive, and does not distract employees from their favorite browsers. In the vast majority of cases, they are delivered using the SaaS model - that is, a monthly subscription fee is paid for CRM and the system is deployed on a third-party server (most often third-party even relative to the vendor). In principle, such systems are suitable for small companies that do not care much about data safety and security. Alas, when we're talking about about three-way (and sometimes more) interaction, the risk of problems with the software increases. In addition, cloud CRM is dependent not only on the Internet, but also on connection speed. Since not all of Russia is doing well with this, working in cloud services is sometimes very difficult. The most popular representatives in Russia are bpm"online from Terrasoft, amoCRM , Client base; for some reason clearly classified as CRM Megaplan And Bitrix 24, which are essentially corporate information system with built-in CRM module.
Second class CRM – desktop. As a rule, these are systems with a long history and strong functionality. They are deployed on the client’s server and are completely owned by him after a one-time (although installments and rental are also available) payment for licenses. You can work offline in such CRMs without fear of losing data. Desktop systems are distinguished by well-developed modules, the presence of built-in integrations, configurators and SDKs. Previously, such systems placed certain requirements on the company’s hardware; today, many of them are so optimized that a regular computer can act as a server. Some of the Russian desktop vendors are gradually moving to the cloud, but nevertheless offer customers a choice. Today, Terrasoft and Freshoffice have left the desktop systems market and offer only the cloud to new clients. On-site solutions are offered by a foreign vendor Microsoft Dynamics CRM(there is a cloud) RegionSoft CRM(no cloud, but there is a rental scheme), Client-Communicator Click CRM(there is still a damp web-CRM) and so on.
I am a supporter of desktop systems, so I will not give unambiguous advice without knowing the structure and features of a particular business. I can only talk about the economic aspect. If you do not plan to close your company in the next two years and are implementing CRM for business, then the desktop with all the functionality turns out to be cheaper: you pay once and for all, and rental payments for the cloud in a short period of time outgrow the cost of implementing CRM as a desktop project and become frankly unprofitable. After realizing this, a business has two options - either buy CRM again and migrate the database, or continue to pay, because the database has been developed, work is underway, there is nowhere to go. That's what it's all about.
What can CRM do?
It's no secret that any CRM takes into account customers, products, and transactions. Today, the line between CRM and ERP has almost disappeared - most popular systems have become universal. Therefore, modern CRM systems, in addition to their standard functionality that has been refined over the years, perform a huge number of functions, meeting almost any business need.
Planning, task and project management. An important functionality that allows you to organize working time and optimize project work. With the help of planners and project modules, you can work collectively on one task, dividing responsibilities and regulating deadlines. Reminders and notifications that arrive automatically help you not to forget anything. Some mechanisms for planning and project management are provided even in the simplest CRM.
Setting up and managing business processes. Every company has processes that occur periodically and according to the same pattern: logistics deliveries, inventories, purchases, approvals. During such chains of operations, most often there is a weak link: forgot, missed, did not meet the deadline. As a result, entire units suffer. The business process mechanism helps to deal with such problems - you strictly configure the algorithm, define the stages, assign responsibilities, deadlines, actions and reminders - as a result, the work turns out to be coherent and timely.
As an independent module, business processes do not exist in all CRM systems, therefore, if creating a graphical and logical process algorithm is extremely important to you, you should carefully consider the choice and take a closer look at CRMs that include such functionality.
Managing clients and interactions with them. Even based on the decoding of the abbreviation CRM, this is the main functionality. Until now, many companies find a place for their clients in Excel or, at best, Access. At the same time, sooner or later problems arise both with data samples and with damage to all information in the tables.
The task of CRM for business is to create a single workspace in the form of an interaction interface capable of processing data from the database and performing various operations with it. In this case, the user only accesses the data, but has no influence on it - it is stored in the database unharmed, regardless of the correctness of the operator’s behavior. Well-known powerful CRMs help create mailing lists, group clients, store relationship history, etc. All this makes CRM an indispensable assistant for front office managers and sales people.
Integration with services and equipment. CRM for business should act as the basis of a unified infrastructure, therefore, if there is special equipment or services (website, online store), the program should be integrated with them. This is necessary both from the point of view of correct accounting and from the point of view of obtaining the most relevant data.
Accounting, reporting, analytics. The data accumulated in CRM should serve as the basis for decision-making and the development of marketing and sales initiatives. For data analysis, CRM provides built-in tools, such as sales funnel, ABC analysis, and summary reports. Some CRMs allow you to create unique reports that you need, for example, using OLAP or the Fast Report designer. In CRM knowledge bases you can accumulate experience, best practices, and survey clients. Thus, the system also performs a training function - a new employee will not have to ask for every little detail, it will be enough to study the accumulated materials.
In almost all popular CRMs, you can create templates for documents, contracts, commercial proposals, and generate primary and closing documentation. Programs (especially desktop ones) are easily customized and adapted to the needs of any business. But it would not be amiss to remind you that improvements require additional money and you need to be prepared for this. As well as the fact that an ordinary programmer may not be able to cope with the logic of software that is new to him, so it is better not to save money, but to turn to the vendor. Moreover, often improvements on the part of the vendor will cost you much less than the six-month salary of your developer, who never completed the task. In general, I recommend not treating the vendor as a seller, but cooperating with him throughout the life of the project, because no one except the CRM developer can provide you with prompt and professional service.
For a more visual representation of the use of CRM, we will analyze two simple cases.
CRM for sales: wholesale and retail
It seems that already retail store CRM for sales is definitely not justified - the operator simply does not have time to enter every customer into the system. I have come across this opinion many times – and it is fundamentally wrong. Modern CRMs work with retail equipment, huge product ranges, POS terminals, and at the same time can be the cornerstone of starting a loyalty program.- CRMs provide effective accounting of item items and warehouse management - using a system that has warehouse accounting (RegionSoft CRM or KliK CRM), you get full control over the warehouse online and can send orders for missing items for production or application to the supplier on time;
- By entering customer data into the system and using discount cards, you can create loyalty programs for various consumer groups;
- Thanks to reports with many parameters, you can analyze the structure of trade turnover and promptly display irrelevant product items - this is how the store owner protects himself from illiquid balances in the warehouse;
- CRM helps to take into account the efficiency and productivity of each employee - thus, management receives grounds for motivating or depressing staff.
- In addition to popular printed leaflets and TV advertising, you can send SMS messages or colorful HTML letters to your customers who provided an e-mail when registering for the loyalty program. If you have an online store, you can integrate it with CRM. You can also integrate CRM with the website and receive leads for further work directly from there;
- Some CRMs are well designed for working with retail (MS Dynamics CRM has especially succeeded in this through paid third-party connectors and RegionSoft CRM in the Professional and Enterprise editions) and they can even be used to print price tags on special printers.
CRM in the service sector
Recently, “Zuckerberg Calls” published a cry from the heart of a beauty salon owner who had never found his system. The author is either being disingenuous or is only familiar with incoming offers about CRM, being too lazy to scour the market. He stops at the first stage - the stage of collecting and entering data, and is silent about other aspects of the relationship with clients. Meanwhile, it is in the service sector that CRM is becoming increasingly indispensable. Let's consider the situation. There is a salon, the salon has a paper logbook for recording clients and provides for the issuance of a discount card after accumulating services for 10,000 rubles. How it all happens: a person is signed up for 30 seconds, then they are asked to keep receipts in order to wait for the card, then they are signed up again and, if the client does not come very often, they may not count him as a regular one. With CRM the situation looks different.- Yes, the initial data entry takes more than 30 seconds. But now there is gender, age, date of birth, phone number, payment history and structure of services used are accumulated. Result: the card was issued on time, the birthday greeting was sent, a colorful newsletter with new products was sent, and the most interesting for the client additional service successfully sold;
- Sometimes a VIP client goes unnoticed if you write it down in a notebook. For example, client A visited you and spent 10,500 rubles - you gave him a card and he will not return to you. And there is client B, who has been spending 3,000 per quarter for the second year. He doesn't walk often, but consistently. The changing managers at the reception do not remember him - but he has actually been a VIP for a long time and ensuring his more frequent visits and a larger check is a matter of several proposals;
- A client portrait and a portfolio of services are formed. By correlating them with each other, you can carry out effective promotional events that hit the target audience exactly;
- If we are talking about a network of salons, then a properly configured CRM will make it possible to collect and centralize data collected from each point into a single database in real time.
CRM in the service industry works on two fronts - it performs its main function of tracking and managing customer relationships and works as an accounting system for the entire business.
Which CRM to choose?
Alas, just as there is no single cure for all diseases, there is no absolutely universal CRM. It is worth considering systems based on a number of factors: requirements, need for modification, company infrastructure, availability of a technical specialist on staff, price. I basically put the price in last place for a number of reasons:- you can find good solutions in any price segment, even free ones if we are talking about one user (for example, desktop KliK CRM and RegionSoft CRM Express);
- The imaginary low price of the cloud, for example, can in three years outgrow the cost of a desktop project several times and throw off all your preliminary calculations;
- experience shows that the average cost of implementing CRM in a small business is about the annual salary of a middle manager. For some reason, managers often easily hire “extra” employees, but actively resist paying for a tool that can not only free up enormous amounts of managers’ time, but sometimes even replace some of them. In most cases, implementing a CRM is a low-risk investment with a quick return on investment.