Trekekspo-NN (BIT:CRM 8)

The Following Functions Were Automated:

• Order placement of buyers

• Analysis of sales of ABC/XYZ

• Sales planning

• Sales accounting of Inventories

• Customer relationship management (CRM)

• Formation of the diagram of receipt of payments

• Settlement with buyers

Description

For increase in efficiency of work with clients, the Trekekspo-NN company automated the business based on the solution "BIT:CRM 8". The solution in "BIT:CRM 8" gives to the user all necessary tools as for the current control of settlement with clients, and for debt management in the average and long term:

• ranging of debtors by the size and terms of debt;

• collecting and storage of contact and other information on employees of partners;

• registration of the facts of all negotiations with partners;

• work planning with debtors;

• task allocation on work with debtors to the staff of the organization and control of their accomplishment;

• control over delivery of primary documents from suppliers.

By specialists of 1C: Accounting and Trade company (BIT) it is also demonstrated the software product, consultations on work in a system are rendered.

Project deliverables are commented by Marfidina E. V., the chief accountant of the company: "For the purpose of increase in efficiency of work with debtors and also to increase in efficiency of sales 1C specialists: The Accounting and Trade (AT) automated to us management accounting using software AT:CRM 8. The application solution based on 1C:Enterprise 8. Trade management, provided the company with all necessary tools as for the current control of settlement with clients, and for debt management in the average and long term. During the project specialists of the company created the uniform customer base with preserving of complete history of customer relations, their preferences, acquisitions, bonuses and discounts; online access to information on deliveries is got, there was a possibility of the centralized storage of all agreements and other documentation that allows to guarantee existence of necessary documents and to support archive always in current status. After system implementation of AT:CRM 8, company executives Trekekspo-NN had an opportunity of the versatile analysis of activity of the company, results of work of employees, thereby, having increased control and a possibility of planning of further activity. Implementation was made by 1C Company: Accounting and Trade (AT) known as the largest company of network 1C: Franchising. Specialists carried out works on adaptation of a system and training of employees on work with it. We thank specialists of 1C Company: The Accounting and Trade (AT) also we recommend to implement, service and be trained to this program in this company".