First Occupational Safety Partner (KORP 1C:CRM)

2020: Automation of customer relationship management and sales management based on PP "1C:Enterprise 8. CRM CORP "in LLC" First Partner of Occupational Safety and Health, "Office 1

About Customer

"First Partner of Occupational Safety" - deals with occupational health, fire, industrial and environmental safety, risk management under the HSE system. The company works with Russian and foreign customers of various areas of activity and organizational structures.

To build relationships with customers, control the stages of work, management decided to implement a CRM system.

1C-Rarus managers helped with the choice of the software product, the 1C:Enterprise 8 solution was recommended . CRM CORP. "

At the start of automation, business requirements are formulated:

• Create information space to store, reflect, and schedule work with each customer
• Improve customer experience
• Transparency of accounting and availability of project results analysis for management

Employees 1C-Rarus"" installed a program, downloaded a directory of counterparties from spreadsheets, set up accounting parameters, and taught how to work. " 1C:Enterprise 8 CRM CORP. "

Commissioning of 1C took place in December 2020.

Functions

The following functions are automated:

• Customer Relationship Management (CRM)

Implementation results

• Storage of data on projects and customers is organized in the same format. Cases of loss of information are excluded;
• The program conducts competent project management. Meetings, negotiations, stages of work delivery are planned. The system reminds you of the timing of the following actions. Compliance with the agreements and clear work regulations has a positive effect on building long-term cooperation;
• Customer base analysis is used for marketing purposes;
• Management received a tool to control the work of the company. Based on current operational data, a business development strategy is being built.

The automation project has been completed, the next stage is maintenance:

• Users receive advice on the technical issues of working with the 1C program,
• The configuration is updated regularly.

Maintenance

• The Internet version of ITS and ITS Internet services are used
• Consulting is carried out on methodological issues of working with the 1C program
• Consulting is carried out on technical issues of working with 1C software products
• Preferential support has been issued 1S:ITS

Works performed

The following works were performed:

• Delivery of software products to the customer's office
• Individual training at the customer's office
• Consulting on the choice of software and options for its maintenance
• Initial Settings for Standard/Industry Solution (Program) to Start Accounting
• Selling Selected Products
• Installing Software on Customer Computers