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

2023

"The main task of the project is to configure an end-to-end process between managers and experts. To solve it, "1C:CRM was acquired . The module for 1C:ERP and 1S:KA2 "and is built into the" 1C:ERP 2.5.8 "solution. Within the framework of the project, it was possible to adapt standard objects to the requirements and set up an end-to-end process for the work of company employees.

Pre-implementation situation.

The main roles in the sale of services are the manager and expert. The block diagram briefly shows the basic process of their operation.

Before implementation: 1CCRM users used different systems to fix their tasks and work results:

• Terrasoft is an old version of the CRM system in which it is not possible to conveniently work with everyone and track the status of current transactions.
• Outlook - in addition to the standard purpose for exchanging letters, it was used to create requests for calculation for groups to experts for general postal addresses of departments.
• 1C:ERP - there was access only to experts to fix the issued documents based on the results of the work.
• Excel - for maintaining tasks and the client base.

In addition:

• it is not possible to fully use the functionality of the 1C:ERP system due to the Terrasoft architecture and the configured exchange on the main sales documents;
• A large burden on the analytical department as part of the coordination of access for managers to clients of the Terrasoft base;
• You cannot get a complete user analysis because accounting is maintained in different systems.
• you cannot connect integration with telephony in Terrasoft, the mail service and other modern systems.

And since the 1C:ERP system has already been implemented in the company, it was the 1C:CRM system that was chosen for implementation according to the following parameters:

• the company already has its own 1C development department;
• No additional integration with CRM as it will be a single database
• there are no risks of out-of-pocket software sanctions.

Project results

As a result of the implementation of CRM, it was possible to implement the entire process - from fixing a request to entering an act. There was a departure from the concept of 1 client - 1 responsible manager. The model of many responsible managers for the client is implemented, that is, the manager is assigned to the direction of the client, and not to the client as a whole. Thus, many managers in different areas of the company's activities are selling in parallel. The load on the analytical department has decreased, since now managers themselves can be assigned to the customer direction, if it is free.

Following the results of the project, the following possibilities were implemented:

• Record customer needs and send Settlement Requests to experts to calculate the cost of services.
• Create commercial offers on the basis of calculated services.
• Invoice customers.
• Launch services for experts.
• Close the work performed.
• It is possible to limit the pool of services provided from the company's organizations.
• Monitor revenues for organizations operating under the STS, and block the issuance of new invoices in case of exceeding the limit on the organization.
• You have set up down payment invoice reconciliation processes.
• Added the ability to limit the number of assigned customers and referrals for the manager in the current month. The ability to agree on the fastening in case of exceeding the limit.
• The access rights to the main objects of the process have been redesigned, depending on the fixation of the manager, taking into account the visibility of the user hierarchy: guide - manager - assistant manager.
• The main process objects are exchanged with the current CRM system. Terrasoft