SimpleOne B2B CRM
CRM system for managing corporate sales and marketing of complex products in the B2B segment
The solution is already in use
Corporate CRM platform
Performance and reliability
The platform architecture ensures stable operation even with a large number of modifications. The system is easily scalable for a large number of users, which ensures high speed of operation
Short time-to-market
Record low time from need to implementation. Ease of development, automatic change collection, support for parallel development and automatic collision resolution.
Wide customization and integration possibilities
Virtually any complex business logic, new data structures, fields, forms and widgets, Low-code/No-code/Pro-code tools are all available to the system administrator to develop new functionality
Full-cycle CRM platform: sales, implementation, service
Customer service management with support automation, SLA control and integration of ITSM processes
Customer service management with support automation, SLA control and integration of ITSM processes
SimpleOne B2B CRM capabilities for corporate sales management
Managing complex transactions
Complete control over all phases of a complex deal. Includes support for integrated sales methodologies, visualization of the customer-centric stage of the deal and technical stages of the sale
| Contextual loading of relevant marketing and methodological materials depending on the stage of the deal |
| Sophisticated lead and deal qualification methodology |
| Manage cold customer entry strategy |
| Working with pain points and customer selection criteria |
| Flexible system of access rights customization down to the level of individual fields and dynamic rules |
Sales through partners
Transparency and coordination of the partner network. Easy access of partners to all necessary information
| Partner portal |
| Manage deal registrations |
| Manage affiliate programs and affiliate levels |
| Joint transaction management |
| Partner Specialist Certification Management |
Artificial intelligence for B2B sales automation
Connecting artificial intelligence services to automate complex B2B sales processes increases the efficiency of employees at all stages of a transaction
| Automated call handling |
| AI-assisted autofill qualification forms |
| AI assistants to help and support employees |
Full support for complex B2B sales
Marketing management
Planning and realization of effective marketing campaigns. Automatic delivery of relevant marketing materials depending on the context of a possible transaction
| Marketing campaign management |
| Management of planned and actual budgets |
| Marketing campaign conversion management |
| Integration with end-to-end web analytics systems |
| Manage problem registers and customer selection criteria |
| Marketing list management |
Content management
By integrating content management best practices with AI capabilities, the system enables the creation of high-impact content that precisely matches the needs of target audiences at every stage of the customer lifecycle
| Content management best practices to support complex sales efforts |
| Content development and distribution process management |
| Classifier of communication objectives with ready-made structures for content |
| Automated content packaging with AI |
| Kanban boards for easy tracking of content creation |
| Multimodal content packaging management |
Advantages of the SimpleOne platform architecture
Integration capabilities
Wide opportunities for seamless operation of all systems and a single information space
| Rich well-documented API |
| Connectors to popular services and messengers |
| Integration with telephony, BI and ERP systems |
| Deep integration with ITSM and other SimpleOne business applications |
Low cost of operation and modifications
Low requirements to the level of specialists. Fast training. Low labor costs for revision thanks to Low-code tools and visual editors.
Powerful access rights management system
Access control at the level of individual fields. Complex logic of granting rights. Automatic delegation of rights to a deputy.
Additional features
Mobile app
The PWA application automatically adapts the interface to the smartphone screen and does not occupy the device memory. A stable Internet connection is sufficient to access it
Intuitive interface
The interface of SimpleOne B2B CRM was created taking into account the best global practices and inspired by the most popular foreign CRM systems
Full system integration with AI
The system comes with ready-made AI widgets and mechanics that are customizable through the visual editor without the need for promtion and programming. AI features are also available in all system tools, including workflow editor, scripts and business rules
Cases of SimpleOne B2B CRM implementation
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Seamless integration with SimpleOne products
