Trade Group (Thermoculus) (1C: TRAC CRM)

2022: Automate the sales process

The following works were performed:

• Advice on selection software and options for its support
• Sell Selected Software Products
• Installing Software on Customer Computers
• Collection and analysis of customer requirements for the automated system
• Work Milestones Planning, Work Scheduling
• Creating Interfaces and User Rights Sets
• Technical implementation of specific features of accounting and control in the automation system (adaptation)
• Integration with other 1C: Enterprise-based systems
• Initial settings of standard/industry solution (program) to start record keeping
• Customer Office Individual Training
• Remote User Training

Work on adaptation of the model solution:

• client base generation, client portrait setting;
• Record all cases in CRM, analyze the sources and efficiency of processing
• integration of CRM system with corporate mail, and telephony;
• recording and storage of customer interaction history, including recording of office telephony calls;
• automation of the sales process, with the setting of tasks at each stage and the ability to monitor their implementation;
• automation of related work processes of the sales department of prospective products (Obtaining the result of the Customer's analysis by the security service, preparation of tender documents, Feedback on product quality);
• monitoring of the work and analysis of the activity and effectiveness of managers (actual plan by indicators, reports);
• implementation of reports on planned and past bids.

The following functions are automated:

• Management accounting
• Customer Relationship Management (CRM)
• Time & Attendance
• Record-keeping and storage of documents
• Time & Attendance
• Contract accounting
• Project Planning
• Automation of business processes

Support:

• 1C: ITS preferential support issued
• Using the Internet version of ITS and the Internet services of ITS

The Company has decided to introduce CRM for additional activities: sale of related products of companies related to the Company.

To implement the tasks, the integrator for CRM solutions was chosen by AKAM LLC. Together with the company's specialists, the main goals of CRM implementation were formulated:

• Build a client base in CRM
• digitize market demand (potential, segments, competitive environment, prices) for 2022 sales forecast
• Build the sales process and supporting business processes
• Build analytics and control tools.

During the implementation, AKAM employees modeled and configured the following solutions: client base generation, client portrait setting;

• Record all cases in CRM, analyze the sources and efficiency of processing
• integration of CRM system with corporate mail, and telephony;
• recording and storage of customer interaction history, including recording of office telephony calls;
• automation of the sales process, with the setting of tasks at each stage and the ability to monitor their implementation;
• automation of related work processes of the sales department of prospective products (Obtaining the result of the Customer's analysis by the security service, preparation of tender documents, Feedback on product quality);
• monitoring of the work and analysis of the activity and effectiveness of managers (actual plan by indicators, reports);
• implementation of reports on planned and past bids.

Employees of AKAM LLC professionally approached the configuration of the CRM system, paying attention to each detail of the processes in the company. When performing the work, they were guided by the principle of "maximum number of realized requirements without modifications to the standard product."