Customers: Sovplim Mechanical engineering and instrument making Contractors: 1C: The first BIT (earlier 1C: Accounting and Trade) Product: BIT:CRM 8На базе: 1C: Accounting Project date: 2010/03
Number of licenses: 1
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The Following Functions Were Automated:
- Customer relationship management (CRM)
- Budgeting, financial planning
- Financial analysis
- Management accounting and cost accounting by method of ABC
- Monitoring and analysis of key indicators of activity of the enterprise
- Balanced scorecard BSC
- Data analysis and forecasting
Description
For the purpose of automation and process optimization of customer relations the software product "BIT:CRM 8" was selected from Sovplim company. A field of activity — production and delivery of the filtroventilyatsionny, welding and warehouse equipment.
The program allows such solves problems as:
- The organizations of process of work with clients by calls accounting and contacts of clients with employees, personification of service and address work with clients;
- Control of use of the funds allocated for carrying out marketing efforts;
- Sales plannings and works with clients and also control of execution of such plans;
- Ensuring succession of work with the client, identification of the reasons of outflow of clients;
- Standardization of document flow and providing reliable operational and analytical information to participants of process.
The main functionality of the program are:
- Registration of events during the work with clients;
- Registration of appeals to the company concerning products or services;
- Registration of any characteristics of clients and/or contact persons of clients;
- Organization and holding polls of clients;
- Opportunity for work with document templates, including commercial offers;
- Full stroke of planning and accounting of marketing efforts;
- Possibility of sales planning and control of execution of the sales plan;
- Ranging and segmentation;
- Problem definition and control of their execution;
- Broad set of different reports.
Now it is subscribed on information and technology support of the software product (ITS).
The software product on the functionality completely meets needs of the client.