Petrel of Scientific Production Enterprise (1C:CRM CORP)

2017: Automation of sales process using 1C:CRM CORP

In 2017 the Burevestnik scientific and production enterprise constructed a management system for sales and customer relations based on the product "1C:CRM CORP".

Prerequisites

At the Burevestnik enterprise the question of need of system implementation of customer relationship management rose for several reasons:

• customer information was stored in different information bases, there was no uniform standard of a design of customer information.
• there was no single system of a time recording, planning of meetings, maintaining tasks;
• the reporting under work with clients was prepared manually in the MS Excel;
• need for the tool for control of all stages and stages of transactions ripened.

System Selection

Specialists of the Burevestnik scientific and production enterprise carried out the analysis of functionality of several different CRM systems. For achievement of goals of the project the suitable software product recognizes a system "1C:CRM CORP".

Tasks and purposes

Project objectives on system implementation of 1C:

• systematize customer information, reduce time for support of transactions and order processing, to obtain information on transactions in real time;
• increase labor productivity of staff of sales department and marketing.

Project Tasks:

• lead all customer information to the uniform standard;
• reduce time for processing and the analysis of the customer base;
• implement a system of accounting of working time, planning of meetings and maintaining tasks;
• introduce uniform requirements to the reporting on sales.

Project Progress

The following subsystems and sections were automated:

• registration of information about clients and their contact information;
• contact management;
• management of commercial offers;
• order management of clients;
• step-by-step tracking of sales processes (funnel of sales);
• traffic control of finished goods;
• management of settlement;
• formation of analytical reports.

Within the project analytical reports and documents for foreign suppliers of the customer were translated into English.

A system "1C:CRM CORP" is integrated about "1C: Manufacturing Enterprise Management".

Project Results

On a response of the customer, using the implemented system the organization of process of management of working time of employees led to performance improvement of work and growth of qualification of personnel. Systems capabilities on control of all stages of transactions, planning of meetings and maintaining tasks allowed to systematize sales process. Control of settlement with clients is strengthened. Labor costs of employees on routine operations on support of transactions decreased. At the expense of the uniform automated control system for the customer base time for processing and data analysis was reduced by 20%. The schedule system of working time allowed to lower labor costs on support of transactions by 15%.

In total within the project 51 workplaces are automated.