Selling in several countries in one CRM
The business works through legal entities in different countries, and each team keeps clients in its own spreadsheet with a different currency and payment rules.
Steps
- 1
Each legal entity is added as a company with its own currency, VAT rate and details.
- 2
Each company connects a local gateway: for example, Kaspi in Kazakhstan and Payme in Uzbekistan.
- 3
Access rights limit managers to their own company and department.
- 4
The head of sales sees the sales of every company in reports with currency conversion.
Result
Sales of every country in one system, clients pay the way they are used to, and the head of sales compares companies without summary spreadsheets.
Features used
- Online payment and receiptsGateways in five countries, your own gateway by API, cryptocurrency and fiscal receipts.
- Команда және құрылымКомпаниялар, бөлімшелер, қызметкерлер және олардың әрекеттер тарихы.
- Access rights and historyWho sees and changes what: visibility levels, separate rights, an action history and trash.
- Аналитика және есептерЛидтер, клиенттер, шоттар, менеджерлер мен сатылымдар бойынша есептер.
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Өтінім қалдырыңыз: маман 15 минут ішінде хабарласып, CRM-ді бизнесіңізге баптауға көмектеседі.