New Components and Technologies (NKT) (AKAM: Bidding Module for 1C:CRM)

2021

Expansion of "AKAM: Investment Projects for 1C:CRM"

The AKAM: Investment Projects for 1C:CRM expansion implements the functionality of maintaining a list and working out investment projects.

Implementation results:

• Automatic loading of projects from various investment project databases (including manual creation of the project master record)
• maintaining a general list of investment projects, with the ability to filter the list by different criteria;
• Track changes, stages, and status of projects
• Securing project owners
• Track planned and actual shipments of goods by project
• Notifying employees and the manager of new projects
• Project Analysis Report.

Task of implementation of "AKAM: TRADING module for 1C:CRM"

Project objective

The main task of the implementation AKAM: BIDDING module for 1C:CRM was to automate the receipt information of a tender. Flexible configuration of the alert system for key events to facilitate the work of the tender department. Development of reports to assess the profitability of the tender

As part of the implementation, the following works were performed:

• automatic loading of tenders by filters (integration with the Seldon tender platform is implemented);
• maintaining a general list of bids (including manual data entry);
• Track changes, milestones, and tender statuses
• Securing Tender Officers;
• Tender desk (KANBAN board)
• notifying employees and the manager of new tenders and urgent tasks;
• setting tasks and assignments for related departments and services;
• analytical reports on the analysis of tenders, sites and work of employees;
• processing claims from customers;
• calculation of the cost of products within the framework of tenders;
• Maintaining competitive information
• end-to-end process from dismantling a new tender to signing closing documents and returning collateral;
• the ability to customize on request or by its own IT service;

Implementation results

Implemented integration with Seldon, which made it possible to reduce the time for creating tenders inside several times. 1C Everything on the information tender is on the desktop, which allows you to conveniently manage your working time. Tender department employees are always aware of key events without additional date monitoring. For each tender, it became possible to calculate prices for products individually.

May-June

The introduction of the software product made it possible to automate the work of the customer service department:

• Sales Business Processes Implemented by Product Category
• Processes for working with the client base are described and regulated
• Distribution of customer base to cold\warm\hot
• Keeping all communication information in one place
• Customer qualification process is configured using additional properties
• Tracking the number of tasks completed per day in the context of managers
• Tracking counterparties without deals
• View and analyze the reason for customer failure.

The use of 1C:CRM enables the Customer to optimize the sales process, work effectively with the customer base, significantly reduce the processing time of requests from buyers and systematize them, effectively plan and control the work of employees.

The introduction of the software product made it possible to automate the customer service department:

• Maintain the customer base.
• Sales management.
• Statement of accounts and quotations.
• Work time planning.

The employees AKAM of "" carried out the following work on setting up the software product and optimizing the work of the Customer's sales department:

• Client qualification process is configured using additional properties
• customer segmentation set up
• Sales Business Processes Implemented by Product Category
• processes for working with the client base are described and regulated
• Configured distribution of client base to cold\warm\hot
• sales funnel set up
• implementation of tasks in the context of clients
• set analytics up to evaluate sales performance, manager performance advertizing , campaigns

Staff training was also conducted. Advice was provided on setting up system accounting parameters, creating interfaces and user roles.