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

2022: Creating Interfaces and User Rights Sets

Work completed

• 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
• Technical implementation of specific features of accounting and control in the automation system (adaptation)
• Work Milestones Planning, Work Scheduling
• Methodological support of specific features of accounting and control in the automation system (requirements for adaptation)
• Program/System Training
• Customer Office Individual Training
• Remote User Training
• Consulting on software selection and maintenance options
• Installing Software on Customer Computers
• Sell Selected Software Products
• Work on adaptation of the model 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

Automated functions

• Sales, Logistics and Transport Management (SFM, WMS, TMS)
• Sales, service, marketing
• Ordering Buyers
• Pricing, price lists
• ABC/XYZ Sales Analysis
• Sales Planning
• Generation of payment receipt schedule
• Settlements with buyers
• Finance, management accounting, performance monitoring
• Management Accounting and Costing by ABC
• Monitoring and analysis of key performance indicators
• Balanced BSC scorecard
• Data analysis and forecasting
• Management accounting
• Project and Portfolio Management
• Project Planning
• Business Process and IT Process Management
• Automation business processes
• Human Resources and Personnel Accounting (HRM)
• Time & Attendance
• Customer Relationship Management (CRM)

Maintenance

• Preferential support issued: 1C ITS
• 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 impact on 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
• Funnel Manager Performance Analysis sales
• Implementation of tasks in the context of clients
• Quickly get information about transactions without tasks, transactions with overdue tasks are visible
• Forecast of sales 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 by Clients
• The ability to build different funnels, for example, for new customers and separately for existing customers
• 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 process performance
• Evaluating Sales Performance