Siltek (1C:CRM. Module for 1C:ERP and 1S:KA2)

2022: Implementation of solutions "1C:CRM. Module for 1C:ERP and 1S:KA2 "and" AKAM: Trading Module for 1C:CRM "

The purpose of the project:

It was critically important for Siltek to conduct sales and work with tenders in the same system. It was necessary to implement automatic loading of tenders to minimize labor costs of the tender department. Effectively organize the work of related departments that participate in the work on the tender. Get a system for automatic notification of users about key events occurring within the tender.

On the basis of the CRM module, the extension "AKAM: BIDDING for 1C: CRM" was introduced, which allows you to automate work with tenders.

Previously, the company's activities were built in such a way that all information on calculating prices, processing claims, conducting product examinations and participating in tenders was stored and processed, in most cases, somewhere in the heads of employees, in text documents, etc. Communication among employees of related departments was weak. A system was needed that would allow all of its processes to run in the same system. To solve problems, the CRM 3.0 module was purchased and built into the ERP 2.5.8 solution.

Project results:

• The ability to record all work on tenders, from the creation of bids to the signing of a supply contract;
• Receipt of notifications on key tender events;
• Approval of participation in tenders;
• Control of the market situation by competitors;
• Selection of the item in accordance with the tender lots;
• Calculation of prices as per the item to be delivered in the tender;
• Sending e-mails about the upcoming bids, taking a decision on participation, the need to make security on the tender, etc.;
• Automatic loading of tenders;
• Distribution of the work by tenders in the company by roles;
• Pricing by nomenclature;
• Recording of claims from customers and internal non-conformities of products;
• Categorization of the claim;
• Statement of claims decisions;
• Fixing corrective actions on claims;
• Creation of applications for testing and product expertise;
• Categorization of expertise;
• Drawing up a program of tests and examinations;
• Accounting of costs for tests and examinations;
• Formation of the PF "Test Performance Certificate";
• Formation of the PF "Expert Opinion";
• Report blocks have been set up to analyze the company's activity on tenders, analyze claims from customers.