Crassa-Cosmetics, Krassa (1C:CRM. Module for 1C:ERP and 1S:KA2)

2022: Implementation of the "1C:CRM. Module for 1C:ERP and 1S:KA2 "

The purpose of the project:

Managers and employees of the company Crassus-Kosmetix"," thanks to the implementation, 1C:CRM wanted to achieve transparency of work with counterparties, delineation of availability to the client base, individuality of user settings, verification of the correctness of those made data by managers, automatic process of transition to the stages of the transaction.

Employees of the company, AKAM together with representatives, customer modeled and set up in 1C:CRM business processes to simplify the work of managers, delineated access to the client base for divisional and regional managers. Set up 3 sales funnels that allow you to deal with customers in three areas:

• connection to work;
• Enter assortment expansion
• Increase and activate sales.

We have set up a partner card to be able to enter all the necessary information.

The following works were performed within the project:

• Advice on the choice of software and options for its maintenance;
• Sales of selected software products;
• Software installation on customer computers;
• Collection and analysis of the customer's requirements for the automated system;
• Planning of work stages, preparation of work schedule;
• Creation of interfaces and sets of user rights;
• Technical implementation of specific accounting and control features in the automation system (adaptation);
• Integration with other 1C: Enterprise-based systems;
• Initial settings of the standard/industry solution (program) for starting accounting;
• Individual training at the customer's office;
• Distance learning of users;

Work on adaptation of the standard solution:

• Building a client base, setting up a client portrait;
• Recording of all calls in CRM, analysis of sources and processing efficiency;
• Integration of CRM system with corporate mail, and telephony;
• Recording and storage of customer interaction history, including recording of office telephony calls;
• Automate the sales process, with tasks set at each stage and the ability to control their implementation;
• Automation of related processes of the department of sales of promising products (Obtaining the result of the customer's analysis by the security service, preparation of tender documentation, feedback on product quality);
• Control over the work and analysis of the activity and effectiveness of managers (plan-fact by indicators, reports);
• Implementation of reports on planned and past trades.

Project results:

• Access to the client base is restricted strictly from the user's access group;
• All transactions with customers are carried out within the configured scenarios;
• The functionality of automatically setting tasks for managers in accordance with the stage at which the transaction is located has been implemented.