AKAM: BIDDING MODULE for 1C: CRM

Main article: CRM (Customer Relationship Management System)

2021: Purpose, target users, "AKAM: Trading Module" capabilities

AKAM: The TENDERING module (or TRM - Tender Relationship Management) is part of the 1C: CRM solution and as of April 2021 solves such tasks as:

• automation of the tender department,
• organization of joint work of specialists of the tender department and related departments (sales department, logistics, warehouse, legal department, financial department, accounting and others),
• allows you to maintain tender sales in 1C.

The product "AKAM: TRADING MODULE for 1C: CRM" is designed to automate the work of tender departments, organize the joint work of specialists of the tender department, as well as related departments (sales, logistics, warehouse, legal department, financial department, accounting, etc.).

AKAM: The TRADING module can work on the basis of a stand-alone 1C: CRM solution, but the maximum effect appears when the solution is built into accounting solution1C: Trade Management 8, 1C: Integrated Automation 8 and 1C: ERP. In this case, end-to-end business processes are fully implemented.

In the extension "AKAM: TRADING MODULE for 1C: CRM," the function of automatic import of tenders for selected filters and keywords according to the schedule is implemented. Each new published target tender becomes a leader within 1C: CRM and its development becomes part of the business process of the sales department or tender department.

In the AKAM delivery, the BIDDING module includes a pre-configured sales funnel for the tender department.

Target users

Recently, more and more companies understand how important the automation of trades and the need to optimize the work with tenders in order to increase the transparency, efficiency and efficiency of the process. The solution "AKAM: TRADING MODULE for 1C: CRM" will become one of the tools for such optimization if the company:

• uses 1C in sales and customer service
• receives from tender sales more than 15% of the turnover,
• has a tender department of 2 people.

In addition, TRM is interesting to business owners who plan to start working with tenders and consider them as an additional channel of lidogeneration.

What issues are resolved

The realization that trade automation is needed comes when the head of the company or tender department (sales department) understands that:

• does not know how many tenders have not been completed,
• competitors "ate" market share,
• learns about interesting bidding after they are completed,
• Staff members forget the date of application;
• cannot collect department statistics in 5 minutes.

Using the TRM solution helps fix this. Each new published target tender becomes Leed within 1C: CRM, and its development becomes part of the sales or tender business process.

Features and capabilities of the program

AKAM users: The TRADING module will have the following features:

• Automatic loading of tenders to 1C by filters (through Seldon system from more than 3000 sites of federal, regional and corporate levels (44-FZ, 223-FZ and commercial),
• Automatic creation of purchase requisition by reference to EIS (zakupki.gov.ru),
• Maintenance of the general list of tenders (including manual data entry),
• Tracking of changes, target dates and status of tenders,
• Fixing of those responsible for tenders,
• Separate desktop of employees of tender department (KANBAN board),
• Notify employees and manager of new tenders and urgent tasks,
• Assignment of tasks and assignments to related departments and services,
• Analytical reports on the analysis of tenders, sites and employees' work,
• An end-to-end process from the review of a new tender to the signing of closing documents.

2020: Features and capabilities of the program "AKAM: Trading Module"

Among the possibilities of "AKAM: TRADING MODULE" for October 2020:

• automatic loading of tenders by filters (integration with Seldon tender platform is implemented);
• maintenance of a general list of tenders (including manual data entry);
• Tracking changes, target dates and tender statuses
• fixing of those responsible for tenders;
• Tender Staff Desktop (KANBAN board)
• notifying employees and the manager of new tenders and urgent tasks;
• assignment of tasks and assignments to related departments and services;
• analytical reports on the analysis of tenders, sites and employees' work;
• an end-to-end process from the review of a new tender to the signing of closing documents and the return of collateral;
• possibility of castomization on request or by own IT service.

The extension "AKAM: TRADING MODULE for 1C: CRM" is independently connected by the user in "1C: CRM," ed. 3.0 (from version 3.0.17.25).