IDEAPOINT 2018

IDEAPOINT is an integrated and secure solution that provides an environment for the management of basic company processes in a single product that uses the latest software architecture and proven safety standards.

Customer care

Routing and managing business opportunities.
A complete overview of customers.
Troubleshooting and Support.
Social networks.

Internet and Portals

Offer of goods and services.
Coordination of information.
Contact Management.
Easy administration of web content.

DMS

Document Management.
Full-text search.
Workflow.
Smart documents.

Customer care

Customer Relationship Management

Tracking information on perspective customers, conversion of evaluated opportunities for business cases and their monitoring during the sale cycle.
Browsing and managing activities and history of particular customers, including contact information, emails, communications, open quotes, orders, invoices, credit limits and payment history.
It includes a support for a complex pricing policy, warehouse units, discounts and other pricing options.
Creation, tracking and closing of sales consistently and efficiently according to workflow rules that automate single stages during the sale process.
Use of automated tools and guides to achieve your customers informed about new products and services.
Loyal customers are the most valuable for every company. A care about them has a key influence on the company profit.
Automatic categorization of clients according to credit into the discount programs.
Help for clients during their work with products and early reaction to their needs.
Communication with clients using social networks so that information are received in time by takers.
Special information service for the best clients with non-public information and news.

Internet and Portals

To achieve an optimal work productivity and client satisfaction, commercial organizations have to present their products and information in an environment where users can search, buy and rate from any location anywhere in the world.
Information about sale campaigns or new products have to be automatically placed on the organization’s website.
Easy updating of product descriptions and their solutions.
Easy addressing the responsible person of the company.
Web content management in the form of simple editors with a controlled access without the necessary knowledge of HTML language.
Change of Web Design according to the current organization’s needs.
Access for any device for reading of websites.

DMS

Document Management System

Automation of document circulation which is a way how to efficiently solve the sorting about how and when should have the specific document available with a choice of design according to the client’s needs.
Any event can be assigned to every document, whether it is an acceptance of an offer or a conclusion of a contract.
It is guaranteed that every document, such as invoices, contracts or orders, is checked by the right person at the right time.
For every change, it is possible to track back an identity of its author, the person who approved the change, etc.
The adjusted process automatically carries out its tasks and there is no need to lose time with process verification.
If the process is changed, it can be easily modified in the graphical workflow editor to correspond to the current needs.
Access to information is only for those, who have the access.
It allows to search by a number of particular search criteria.
Easy appraisal of the search results of information that have been already found through dynamically made excerpts.
An intelligent sorting of documents, that are sorted into logically associated subdirectories, makes orientation easier.
A possibility to define the way of the documentation storage and when to shred them.