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

2022

To upgrade 1S:UPP from (due to the end of support for this solution), the solution "ERP 2.5.8" with the built-in CRM module version 3.0 was purchased. The main task of the implementation was to preserve and optimize the company's well-established processes for dealing with complex sales.

Project results.

• The main results of the project are:
• Transition from legacy 1C: Manufacturing Enterprise Management system to 1C: ERP + CRM
• Ability to control the processing of all cases entering the system
• Ability to work on a Transaction (from lead receipt to closing) in one document
• The hierarchical structure of the Transaction documents is implemented (for working with related leads)
• Planning and storage of the transaction budget in several sections (Planned and Master budget) was implemented for further analysis of the efficiency of the transaction
• Coordination processes within the framework of the transaction have been simplified (previously conducted in different systems, after implementation all tasks are received in the same 1C:ERP + CRM system)
• It is possible to build a structure of Partner's subdivisions with Contact Persons linked to them
• Fixing the transaction environment: the ability to indicate and store information about Partners and Contact Persons participating in the transaction (throughout its life cycle), indicating their role in this transaction
• The AWS "My Planned Contracts" was implemented for the convenience of updating the planned dates for current transactions by managers
• The possibility of planning trips for a transaction is realized
• The generation of reports was simplified: on sales, financial and working with primary documents (before the implementation of 1C:ERP + CRM, reports were collected in Excel)