Changes for page Loymax CRM
From version 4.2
edited by Vera Retyeva
on 2024/02/01 02:50
on 2024/02/01 02:50
Change comment:
Update document after refactoring.
To version 1.1
edited by Vera Retyeva
on 2024/01/31 02:46
on 2024/01/31 02:46
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Summary
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... ... @@ -1,1 +1,1 @@ 1 - Main.General_information.WebHome1 +Sandbox.WebHome - Content
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... ... @@ -1,36 +1,37 @@ 1 1 (% class="lead" %) 2 -Loymax CRM is a proprietaryCRM systemthatisbased on customer segmentation methods.2 +Loymax CRM is an own CRM system developed by Loymax based on customer segmentation methods. 3 3 4 -Loymax CRM al lows to create a comprehensive customerprofile,includingtheirshoppinghistoryand purchasing power.4 +Loymax CRM enables to create a complete profile of the customer, his consumer basket and purchasing power. 5 5 6 - Various sources of customer data are usedto form a customer base:6 +To form a customer base, various sources of customer data are used: 7 7 8 8 * [[Call Center>>doc:Main.General_information.Additional_services.Contact_center.WebHome]] 9 9 * [[Personal Account on website>>doc:Main.General_information.Additional_services.Personal_account.WebHome]] 10 10 * [[Mobile Application>>doc:Main.General_information.Additional_services.Mobile_application.WebHome]] 11 +* [[Chatbot>>doc:Sandbox.(Не используется) Чат-бот.WebHome]] 11 11 * Cash register 12 12 13 - The customerdatabase isupdated throughout the entire [[customerlifecycle>>doc:Main.General_information.CRM.Member_lifecycle.WebHome]]14 +Single customer base is replenished throughout the entire [[lifetime of the customer>>doc:Main.General_information.CRM.Member_lifecycle.WebHome]] and contains the following data: 14 14 15 -* **Personal details** –thecustomer'spersonal data is filled in the Personal Account by the customer orbythe Call Centeroperatorduring registration.TheSystemallowsnd tailortto thespecificbusinessneeds.16 -* **Contacts ** –confirmed phone number, email, messenger, [[social network>>doc:Main.General_information.Additional_services.Social_networks1.WebHome]]accounts. This information is also used for [[customer identification>>doc:Main.Integration.Cash_register_integration.Integration_methods.Exchange_protocol_with_cash_register.Typical_operations.Client_identification_on_cash_register.WebHome]] in the Loyalty Program.17 -* **Subscriptions and message history** - [[ settingupnotifications>>doc:Main.Using.MMP.Configurations.Subscription_types.WebHome]] through various communication channels to which the customer hasagreedincludingmessages with the senddate and delivery status.18 -* **Cards and accounts. **Card is a physical or virtual customer identifier that has a category, type, number and state. The System stores the history ofcard replacementandarrangedin a group. Account is a virtual bonus account containing an activated (available for payment) and non-activated balance in a certain currency (bonus points, stars, etc.). Theaccountinformation contains details on the number of bonus pointsby time periods. One card can contain [[several accounts>>doc:Main.General_information.Loymax_Loyalty.Multiscount.WebHome]], and an account can be linked to several cards, includingcardsof several customers (incase of cardmerging).19 -* **Purchase history** –information about all customer purchases, includingoutstandingand canceledtransactionsproviding a detailed breakdownper eachreceipt position and search by date,point of sale,receiptnumber or card number.20 -* ** Customer history**–information on confirmed transactionsperformed on customer cards—accrual and deduction of bonus points,ndadditional accruals/deductions (e.g.for activitywithinLoyaltyProgram).21 -* **Audit **- information about customer’s actions in the Personal Account (chang eofpersonal details, contacts, subscriptions, activityin social networks,friends' invitation).22 -* **Support service ** –history of the [[message exchange>>doc:Main.Using.Feedback.WebHome]]operators.23 -* **Promotional content ** –offers [[configured in the MMP>>doc:Main.Using.MMP.Communications.Promotion_materials.WebHome]] and displayed to customersintheirwebsite, in the Mobile App).24 -* **Favorite Products** –the purchase ofwhich customerscan receivehigher25 -* **Coupons ** –[[coupons>>doc:Main.Using.MMP.Marketing.Coupons.WebHome]] issued to customersas partofpromotional offers and redeemed upon purchases.26 -* **Statuses ** –current level of the customer in the [[status systems>>doc:Main.General_information.Loymax_Loyalty.Status_system.WebHome]]used.16 +* **Personal details** - the personal data of the customer is filled in the Personal Account by the customer or the Call Center agent during registration. In the system, it is possible to create an [[application form>>doc:Main.Using.MMP.Admin_panel.Questionnaire_designer.WebHome]] of any complexity with any set of questions, according to the needs of the business. 17 +* **Contacts **- confirmed phone number, email, messenger, accounts on [[social networks>>doc:Main.General_information.Additional_services.Social_networks1.WebHome]]. This information is also used for [[customer identification>>doc:Main.Integration.Cash_register_integration.Integration_methods.Exchange_protocol_with_cash_register.Typical_operations.Client_identification_on_cash_register.WebHome]] in the Loyalty Program. 18 +* **Subscriptions and message history** - [[methods of sending messages>>doc:Main.Using.MMP.Configurations.Subscription_types.WebHome]] through various communication channels to which the customer has consented or unsubscribed, as well as the messages themselves with the date of sending and delivery status. 19 +* **Cards and accounts. **Card is a physical or virtual customer identifier that has a category, type, number and state. The system stores the history of replacing cards, as well as information about cards in a group. Account is a virtual bonus account containing an activated (available for payment) and non-activated balance in a certain currency (bonus points, stars, etc.). The information about the accounts contains details on the time periods of the number of bonus points to be activated or expired. One card can contain [[several accounts>>doc:Main.General_information.Loymax_Loyalty.Multiscount.WebHome]], and an account can be linked to several cards, including several customers (when merging cards). 20 +* **Purchase history** - information about all customer purchases, including unfinished and canceled operations on all cards, with the possibility of detailing to a triggered offer for each cheque position and search by date, POS, cheque number or card number. 21 +* **User history** - information on confirmed transactions conducted on customer cards - accrual and deduction of bonus points for purchases, discounts, as well as additional accruals/deductions (for example, for activity in the loyalty program). 22 +* **Audit **- information about the customer’s actions in the Personal Account (changing personal details, contacts, subscriptions, activity on social networks, inviting friends). 23 +* **Support service **- the history of the [[exchange of messages>>doc:Main.Using.Feedback.WebHome]] between the customer and the Call Center agents. 24 +* **Promotional content **- offers [[configured in the MMP>>doc:Main.Using.MMP.Communications.Promotion_materials.WebHome]] and displayed to the customer in his/her Personal Account of the LP (on the site, in the Mobile Application, in the Chatbot). 25 +* **Favorite Products** - [[personal products>>doc:Main.General_information.Loymax_Loyalty.Offers.Individual_offers_in_LP.Favorite_goods_offer.WebHome]] for which the customer can receive increased preferences. 26 +* **Coupons **- [[coupons>>doc:Main.Using.MMP.Marketing.Coupons.WebHome]] issued to the customer on offers and redeemed upon purchases. 27 +* **Statuses **- the current level of the customer in the used [[status systems>>doc:Main.General_information.Loymax_Loyalty.Status_system.WebHome]]. 27 27 28 - **Some of this information is stored in the [[customer attributes>>path:/xwiki/bin/get/Main/General_information/CRM/?sheet=CKEditor.ResourceDispatcher&outputSyntax=plain&language=ru&type=doc&reference=.Client_attributes.WebHome&typed=true]].Interaction with customers through the Loyalty Programis carried out based on the values of such attributes.**29 +//Some of this information is stored in the [[customer attributes>>path:/xwiki/bin/get/Main/General_information/CRM/?sheet=CKEditor.ResourceDispatcher&outputSyntax=plain&language=ru&type=doc&reference=.Client_attributes.WebHome&typed=true]]. Based on the values of these attributes, there is interaction with customers through the Loyalty Program.// 29 29 30 30 (% class="box" %) 31 31 ((( 32 32 **Read also:** 33 33 34 -* [[Customer lifecycle>>doc:Main.General_information.CRM.Member_lifecycle.WebHome]]35 -* [[CRM features in MMP>>doc:Main.Using.MMP.CRM.WebHome]]35 +* [[Customer Lifesycle>>doc:Main.General_information.CRM.Member_lifecycle.WebHome]] 36 +* [[CRM Features in MMP>>doc:Main.Using.MMP.CRM.WebHome]] 36 36 )))