Eliokap (1C: CRM CORP)

2019

The following functions are automated:

• Management Accounting and Costing by ABC
• Customer Relationship Management (CRM)
• Record-keeping and storage of documents
• Accounting and control of execution of orders
• Automation of business processes
• Integration with third-party industry products

Work on adaptation of the model solution:

• The implementation of the software product allowed to automate the work of the customer service department:
• Sales Business Processes Implemented by Product Category
• Client base processes are described and regulated
• Distribution of client base to cold\warm\hot
• Store all communication information in one place
• Configured client qualification process using advanced properties
• Track the number of daily tasks performed by managers
• Track counterparties without deals
• Viewing and analytics of reasons for customer failure Using 1C: CRM enables the Customer to optimize the process of sales, procurement, marketing campaigns, work efficiently with the customer base, significantly reduce the time of processing requests from buyers and systematize them, effectively plan and monitor the work of employees.

Maintenance:

• 1C: ITS preferential support issued
• 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 selection of 1C: Trade and Customer Relationship Management (CRM) was mainly influenced by the following product capabilities :

• Customer Relationship Management (CRM)
• Automation of the company's business processes
• Customer Order Management
• Automate sales, purchasing, and inventory management processes
• Supply management and pricing policy
• Sales and procurement planning, business scheduling
• Marketing management, marketing campaign planning and execution, customer service management
• extended analysis of the customer base, joint analysis of mutual settlements, trade turnover and customer relationship history; Monitoring and analysis of trade, service and marketing performance.

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 purchase the program and staff training was carried out.

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 other 1C: Enterprise-based systems
• Initial settings of standard/industry solution (program) to start record keeping
• Customer Office Individual Training
• Customer Office Team Training