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

2019

The following functions are automated:

• Formation of industry reporting
• Integration with third-party industry products
• Management Accounting and Costing by ABC
• Data analysis and forecasting
• Management accounting

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:

• Sales Business Processes Implemented
• 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
• View and analyze the cause of customer failure

Maintenance:

• Consulting on technical issues of working with software products "" 1C""
• 1C: ITS preferential support issued
• Using the Internet version of ITS and the Internet services of ITS
• User support site access has been configured and verified users.v8.1c.ru

Description

• 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
• sales forecast based on deals in funnel
• manager activity report
• Track the number of daily tasks performed by managers
• Tracking counterparties without deals
• viewing and analytics of the cause of customer failure
• possibility to determine lead inflow 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, for new customers and separately for existing customers
• assess the potential volume of 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

The following works were performed:

• Program/System Training:
• Customer Office Individual Training
• Customer Office Team Training
• Customization and Implementation of Generic/Industry Software:
• Creating Interfaces and User Rights Sets
• Initial settings of standard/industry solution (program) to start record keeping
• 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)
• Work Milestones Planning, Work Scheduling
• Methodological support of specific features of accounting and control in the automation system (requirements for adaptation)
• Consulting on software selection and maintenance options
• Delivery of software products to the customer's office
• Installing Software on Customer Computers