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

The following functions are automated:

• Customer Relationship Management (CRM)

Work on adaptation of the model solution:

• 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
• View and analyze the cause of customer failure

Maintenance:

Consulting on methodological issues of work with the "1C" program 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, a decision was made 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
• Integration with third-party automation systems
• Collection and analysis of customer requirements for the automated system
• Integration with other 1C: Enterprise-based systems
• Work Milestones Planning, Work Scheduling
• 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