Info-Port Service (1C:CRM PROF)

The Following Functions Were Automated:

• Business process management and IT processes
• Business process automation
• Customer relationship management (CRM)

Maintenance:

• Consultation on technical issues of work with software products of 1C is performed

Description

Earlier, account of the customer base was kept in the Bee system which functionality became not enough for satisfaction to the increased requirements of sales department to a customer relationship management system.

During the project the following tasks were delivered and successfully solved:

• Increase efficiency of managers due to automatic drawing of accounts to clients, formation of commercial offers and agreements on templates;
• Achieve standardization of work due to automation of business sales process;
• Trace sales process stages, to remind timely of the forthcoming events;
• Perform transfer of the customer base (more than 10,000 contacts) and the history of interaction from the old Customer Relationship Management System;
• Configure data exchange with 1C: Accounting 8;
• Keep account of events of clients and planning of time of employees;
• Have functionality of creation of a funnel of sales.

The Following Tasks Were Performed:

• Consultations on the choice of the software and options of its maintenance
• Sale of the selected software products
• Delivery of software products in office of the customer
• Collecting and requirement analysis of the customer to an automated system
• Planning of stages of works, drawing up job schedule
• Integration with other systems based on 1C: Enterprise
• Initial settings of standard/industry solution (program) to start accounting
• Data transfer from the previous automation systems
• Training in group at office of the customer