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

2021

The following work has been done to adapt the standard 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

The following functions are automated:

• Management Accounting and Costing by ABC
• Monitoring and analysis of key performance indicators
• Balanced BSC scorecard
• Data analysis and forecasting
• Management accounting
• Customer Relationship Management (CRM)
• Time & Attendance
• Ordering Buyers
• Pricing, price lists
• ABC/XYZ Sales Analysis
• Planning of sales
• Generation of payment receipt schedule
• Settlements with buyers
• Planning of projects
• Automation of business processes

Maintenance:

• 1C: ITS preferential support issued

Additional information on work performed and implementation results:

• 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 opportunity to affect the closing speed of the transaction
• Getting information quickly: what 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
• Track counterparties without deals
• View and analyze the cause of customer failure
• Ability to determine the lead arrival 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 to 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 effectiveness of the process is carried out by evaluating the effectiveness of the sales department

Implementation Results:

• automatic loading of tenders by filters (integration with Seldon tender platform is implemented);
• maintenance of a general list of tenders (including manual data entry);
• Tracking changes, target dates and tender statuses

fixing of those responsible for tenders;

• Tender Staff Desktop (KANBAN Board)
• notifying employees and the manager of new tenders and urgent tasks;
• assignment of tasks and assignments to related departments and services;
• analytical reports on the analysis of tenders, sites and employees' work;
• an end-to-end process from the review of a new tender to the signing of closing documents and the return of collateral;
• on-demand or proprietary IT customization