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Project

RaCoB (1C: CRM CORP)

Customers: RaSoB

Contractors: AKAM
Product: 1C: CRM CORP

Project date: 2017/08  - 2017/08
Number of licenses: 6

2017

"The following features are automated:

  • Management Accounting and Costing by ABC
  • Monitoring and analysis of key performance indicators
  • Management accounting
  • Customer Relationship Management (CRM)
  • Record-keeping and storage of documents
  • Accounting and control of execution of orders
  • Accounting of contracts
  • Work with citizens' appeals
  • Integration with third-party industry products

Work on adaptation of the model solution:

  • Store all communication information in one place
  • Configured client qualification process using advanced properties
  • Client segmentation configured
  • Sales Business Processes Implemented by Product Category
  • Client base processes are described and regulated
  • Distribution of client base to cold\warm\hot
  • The entire process from the first contact of the prospective buyer to the moment of purchase is displayed in the system.
  • You can always see at what stage of the sales funnel the customer is, there is an impact on the closing speed of the transaction
  • Getting information quickly: how your employees are currently doing, the ability to set group tasks for them through the system and check their effectiveness
  • Sales Funnel Manager Performance Analysis
  • Implementation of tasks in the context of clients
  • Quickly get information about transactions without tasks, transactions with overdue tasks are visible
  • Forecast of sales based on deals in funnel
  • Manager Activity Report
  • Track the number of daily tasks performed by managers
  • Track counterparties without deals
  • View and analyze the cause of customer failure
  • Ability to determine the lead arrival channel
  • Ability to evaluate the quality of advertising channels and campaigns
  • Lead redistribution function (ability to transfer a customer to another seller)
  • Manager Activity Report. Planning activities in such a way that there are as few action differences as possible for different stages of the funnel
  • Filter for new and current clients
  • The ability to build different funnels. for example, new clients and separate from existing customers
  • Assess the potential share of the transactions won and the benefits gained
  • Registration of the process of preliminary interaction with the buyer and evaluation of the process performance
  • Evaluating Sales Performance

Maintenance:

  • Preferential support issued: 1C ITS
  • Using the Internet version of ITS and the Internet services of ITS
  • Consulting on methodological issues of work with the "1C" program
  • User support site access has been configured and verified users.v8.1c.ru
  • Technical consulting on 1C software products

Description

The Company's specialists AKAM presented the program, during which the Customer was convinced that its functionality was in accordance with its current needs. After the demonstration, it was decided to implement the program. The AKAM employees set up a software product and conducted staff training. Advice was provided on setting up system accounting parameters, creating interfaces and user roles.

The following works were performed:

  • Advice on selection software and options for its support
  • Sell Selected Software Products
  • Delivery of software products to the customer's office
  • Installing Software on Customer Computers
  • Collection and analysis of customer requirements for the automated system
  • Work Milestones Planning, Work Scheduling
  • Creating Interfaces and User Rights Sets
  • Integration with third-party automation systems
  • Initial settings of standard/industry solution (program) to start record keeping
  • Customer Office Individual Training