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

2023

Project objective

Thanks to the implementation, managers and employees of the company 1C:CRM wanted to achieve transparency in working with counterparties, delineation of availability to the client base, individuality of user settings, verification of the correctness of those made data by managers. It was also important to set up integration with the company's website and calculate the client's potential.

Project results

The employees of the Company, AKAM together with the Customer's representatives, modeled and configured in: 1CCRM business processes to simplify the work of managers, built a matrix of rights and roles, modeled and implemented a sales funnel scenario, set up rules for receiving incoming requests. The functionality is also implemented, which, according to a given formula, determines the potential of the partner.

2022: Integration with third-party automation systems

Works performed

• Setup and Implementation of Standard/Industry Software
• Creating User Rights Interfaces and Sets
• Initial Settings for Standard/Industry Solution (Program) to Start Accounting
• Integration with third-party automation systems
• Collect and analyze customer requirements for the automated system
• Technical implementation of specific accounting and control features in the automation system (adaptation)
• Phase Planning, Scheduling
• Methodical provision of specific accounting and control features in the automation system (adaptation requirements)
• Training personnel working with the program/system
• Individual training at the customer's office
• User Distance Learning
• Consulting on the choice of software and options for its maintenance
• Installing Software on Customer Computers
• Selling Selected Products
• Work on adaptation of the standard solution
• Sales Business Processes Implemented
• 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
• Automated functions
• Sales, Logistics and Transportation Management (SFM, WMS, TMS)
• Sales, Service, Marketing
• Customer Ordering
• Pricing, Price Lists
• ABC/XYZ Sales Analysis
• Sales Planning
• Generation of payment receipt schedule
• Settlements with customers
• Finance, Management Accounting, Performance Monitoring
• Management Accounting and Cost Calculation by ABC
• Monitoring and analysis of key performance indicators of the enterprise
• Balanced BSC scorecard
• Data Analysis and Forecasting
• Management accounting
• Project and Portfolio Management
• Project planning
• Business and IT Process Management
• Business Process Automation
• Human Resources and Human Resources (HRM )
• Time and Attendance
• Customer Relationship Management (CRM)

Maintenance

• Preferential support has been issued 1S:ITS
• Additional information on work performed and implementation results
• Keeping all communication information in one place
• Customer 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
• Distribution of customer base to cold\warm\hot
• The entire process from the first contact of the potential 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 at, there is an impact on the speed of closing the transaction
• Quick receipt of information: what employees are currently engaged in, the ability to set group tasks for them through the system and check the effectiveness of their implementation
• Sales Funnel Manager Performance Analysis
• Creation of tasks in the context of clients
• Quickly get information about transactions without tasks, you can see transactions with overdue tasks
• Sales Forecast Based on Funnel Deals
• Manager Activity Report
• 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
• Ability to define lead entry channel
• Ability to evaluate the quality of advertising channels and campaigns
• Lead Reallocation Feature (Ability to Transfer Customer for Service to Another Vendor)
• 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 customers
• Ability to build different funnels, for example, for new customers and separately for existing customers
• Evaluate the potential volume of transactions won and the benefit gained
• Registration of the process of preliminary interaction with the buyer and evaluation of the process efficiency is evaluated by the sales department