Valdefest (EMTG) (1C: Enterprise 8. Trade and Customer Relationship Management (CRM)

2018

The following functions are automated:

• Business Process and IT Process Management
• Automation of business processes
• Record-keeping and storage of documents
• Accounting and control of execution of orders
• Time & Attendance
• Customer Relationship Management (CRM)

Work on adaptation of the model solution:

The implementation of the software product has made it possible to automate the customer service department.

• Maintain the customer base.
• Sales Management.
• Statement of invoices and bids.
• Work time planning.
• Conducting consultations on the choice software and options for its support.
• Deliver and install the necessary software.
• Implemented integration with other automation systems.
• Personnel were trained to work with the program.
• You have set up and checked access to the Internet version of ITS and the Internet services of ITS.
• Advice is provided on methodological and technical issues of working with the program.

Maintenance:

• Consulting on technical issues of working with software products "" 1C""
• 1C: ITS preferential support issued
• A compilation of guidance materials from the TRAC ITS information system is carried out at the user's request

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
• 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:

• Customization and Implementation of Generic/Industry Software:
• Creating Interfaces and User Rights Sets
• Initial settings of standard/industry solution (program) to start record keeping
• Enter Initial Balances/Assist in Entering Initial Balances
• Migrating data from previous automation systems
• Integration with third-party automation systems
• Collection and analysis of customer requirements for the automated system
• Technical implementation of specific features of accounting and control in the automation system (adaptation)
• Integration with other 1C: Enterprise-based systems
• Connection of specialized equipment (e.g. commercial equipment)
• Work Milestones Planning, Work Scheduling
• Methodological support of specific features of accounting and control in the automation system (requirements for adaptation)
• Program/System Training:
• Customer Office Individual Training
• Customer Office Team Training
• Consulting on software selection and maintenance options
• Delivery of software products to the customer's office
• Installing Software on Customer Computers
• Sell Selected Software Products