1C:Enterprise 8. Trade management and customer relations (CRM)

1C Trade management and customer relations (CRM) integrates in itself functionality of management of trade enterprise and the CRM system with expanded functionality on the 1C Platform Enterprise 8. The software product allows to automate business processes of the enterprise, a problem of operational and management accounting, the analysis and planning of trade operations in a complex, to create effective mechanisms of customer relations. The product helps to organize the coordinated work of all departments of the company, including purchasing departments, sales, marketing, service maintenance and service of quality.

1C Trade management and customer relations (CRM) is a natural expansion of functionality of management of trade enterprise on pre-sale business processes. Such solution allows to automate mechanisms of customer relations, problems of operational and management accounting, the analysis and planning of trade operations. The product allows to approve activity of all divisions of the company, including sales departments, purchases, administrative, marketing, service, etc.

First of all, a system can be recommended to the companies focused on long-term customer relations: to banks, insurance companies, the organizations of wholesale, the companies, working in the field of services, to commercial blocks of production companies, etc.

To 1C Trade management and customer relations (CRM) it is intended first of all for:

• organizations of wholesale and retail trade
• project organizations
• service organizations
• organizations of the service industry
• the selected trade divisions of production companies, etc.

2017: 1C: Trade Management and customer relations (CRM), edition 3.0

Edition 3.0 "1C: Trade Management and customer relations (CRM)" configurations contains "1C: Trade Management. Edition 11.4" and "1C:CRM PROF. Edition 3.0". The functionality of new edition "1C: Trade Management and customer relations (CRM)" is complemented with following features:

• The innovation control technique lifecycle of the address of the client in one place - the document Interest, conducting all communications and documents from it is included.
• The new entity Potential clients which allows to improve quality of the customer base is entered. The concept "lead" and a subsystem of lead generation for integration into channels of generation of leads, their further processing and to inclusion in the Funnel of sales is entered.
• The master of adoption of the address - the convenient tool for operational identification of the address, its registration and scheduling to the responsible manager.
• The new calendar of work planning of account managers - Avtomotivator which allows managers to distribute evenly loading of the working time on a ball system; the recommended system of points is included.
• Workplace "My affairs" for management of the list of affairs of the head ("todo list").
• Workplace "My sales" for management of the Interests of clients for sales managers.
• The system of indicators of work of managers and widgets to it for reflection in workplaces of individual indicators in the form of the traffic light. The operational report on quality of work of managers in the form of the traffic light - Control of the head in which information on completeness of filling of contact information, a portrait of the client and working off of Interests is output.
• Rasshireniyesozdaniya of options "Funnels of Sales" due to inclusion of documents in them in the solution.

Edition 3.0 is provided without additional payment to the registered users of products in the presence of the current agreement 1C:ITS and active service 1C:ITS of Industry 2nd category:

• 4601546044891 1C: Trade Management and customer relations (CRM) (USB);
• 4601546112156 1C: Trade Management and customer relations (CRM).

Upon transition from edition 2.0 to edition 3.0 all saved-up credentials and electronic resources remain. Transition is executed as usual by updating of a configuration. For work with a configuration it is necessary to use the version of platform 8.3.10.2168 above.

Service maintenance of the software products containing a configuration "1C: Trade Management and customer relations (CRM)" edition 3.0 and user support regarding work with the 1C:Enterprise 8 platform is performed under the agreement of Information and technology support of 1C:Enterprise 8 (1C:ITS) with the activated 1C:ITS service of Industry 2nd category.

Information and technology maintenance (1C:ITS) - official support which 1C Company jointly with the partners gives to users of the programs "1C: Enterprise" on a regular, and continuous basis. Official support includes Services 1C:ITS and services of official partners of 1C Company.

2015: 1C: Trade Management and customer relations (CRM), edition 2.0

Edition "1C: Trade Management and customer relations (CRM) 2.0" automates all divisions of the trading company: purchasing departments, logistics, sales, service maintenance, warehouses, financial service, marketing and service of quality. Possibilities of an analytical CRM system profitable supplement functionality of the trading system.

Main functionality of the solution:

• Management of the customer base.
• Planning, control of actions, management of working time.
• Issue of instructions and control of their accomplishment.
• Control of load of staff of divisions with a possibility of distribution/redistribution of loading between them.
• Business process management on work with clients.
• Sales management, the mechanism of operational management and cyclical analysis of sales — "funnel" of sales, sales planning and their indicators.
• Management of marketing: planning of marketing campaigns taking into account employment of participants of actions; management of preparation for marketing campaigns (mailing of invitations, informing, reminders according to the participant list).
• Analytical reports.
• Management of work of sales representatives, plan-fact analysis.
• Accounting and control of money.
• Management of a warehouse.
• Inventory management.
• Accounting of financial results and indicators.

All divisions need to provide access to base of clients therefore the solution allows to create big base of clients and partners, having integrated in it:

• Characteristics of clients and contact information.
• Goods turnover.
• Settlement.
• Contact history with clients, partners and suppliers.

Advantage of this edition of the solution – a possibility of rapid implementation in the companies of large and medium business. It is important that use of a product is effective regardless of features of sales process: frequent and fast or rare and long.

2013: 1C: Trade Management and customer relations (CRM), edition 1.0

1C:Enterprise 8. Trade management and customer relations (CRM)" integrates functionality of management of trade enterprise and the CRM system with expanded with functionality on 1C: Enterprise platform 8.

The product is specially created for the companies which build a business management system according to the concept of CRM. It is intended for the organization of effective work of purchasing departments, sales, service maintenance and marketing at all stages of work with clients.

Main delivery of the software product "1C:Enterprise 8. Trade management and customer relations (CRM)" includes the 1C: Enterprise 8.1 platform, the integrated configuration "1C: Trade Management and customer relations (CRM)", the license to use of the 1C: Enterprise 8.1 system (a key of hardware protection) and the license to use of 1C:CRM PROF configuration (a key of hardware protection), the user guide, a semi-annual subscription to a disk of the information and technology maintenance (ITM).

We pay attention to existence in the book delivery "An implementation technique "1C:CRM PROF" which contains the recommendations about the organization and maintaining implementation projects of CRM systems, examples of effective use of CRM technologies in a company performance. The book is created on the basis of long-term experience of implementations of CRM systems in the companies of the different industries.

Purchase "1C:Enterprise 8. Trade management and customer relations (CRM)" is significantly more profitable than purchase of each of products to the user separately. Recommended retail price 1C:Enterprise 8. Trade management of 14500 rubles, 1C: Enterprise 8.0 CRM PROF - 10800 rubles. Thus, positive economic effect of acquisition of a complex product is 5400 rubles (27%).

Version 1.1.9.1 "1C: Trade Management and relationship and clients (CRM)" updates a system according to the legislation and adds new convenient features. New in the version:

• new forms of the way bill and the accompanying sheet according to the resolution of the Russian Federation of April 15, 2011 No. 272 are added;
• data exchange with Enterprise accounting 2.0 which supports changes in a configuration is updated;
• at document posting Event the source of information registers in the CRM block not only for the partner from the document heading, but also for all partners from a table part Third parties;
• the saving the results mechanism is added to all reports of the CRM block that allows to compare easily them among themselves.

Integration about "1C: Enterprise. 8. Management by objectives and KPI"

Основная статья: 1C:CRM PROF