Intellect style (1C:Enterprise 8. Trade and Customer Relationship Management (CRM))

2021: Automation of accounting using PP "1C:Enterprise 8. Trade and Customer Relations Management (CRM) "at Intellect Style LLC

About Customer and Project

LLC Intelligence style"" is engaged in trade audio video products, as well as development. software

Intellect Style LLC not only sells technical equipment, but also provides warranty and service services, offers specialized software, so it is important to ensure the storage and convenient use of information on customers and sales.

Early work was carried out in spreadsheets, which was not always convenient, there was no clear structure for storing and using information. The company's management decided to switch to a professional CRM system.

For help in choosing and configuring software, the management of Intellect Style LLC turned to 1C-Rarus, the leader in the automation market for companies in various fields of activity.

As a result of negotiations and demonstration of the capabilities of 1C software products, the decision was made in favor of 1C:Enterprise 8 configuration . Trade and Customer Relationship Management (CRM). " The system combined Sales, Purchasing, Service and Marketing.

Work on the preparation of the information base for the work and transfer of initial data was carried out by 1C-Rarus specialists. Transition to "1C:Enterprise 8. Trade and Customer Relationship Management (CRM) "was held in February 2021.

Users quickly adapted to the new format and felt the benefits of automation:

1. You have created a full customer lifecycle management tool. The program stores the initial needs with which the Customer contacted the company, quotations, contracts and invoices. You can always look at what stage of work with the client, what results were obtained and what is planned;
2. The speed of reaction to appeals has increased. The manager recognizes the incoming call faster and switches to the responsible manager, and the manager, having restored the work history, responds to the question;
3. Marketers use tools such as a sales funnel and leadership generation in their work, relying on real data;
4. It has become more convenient for the purchasing department, since the current stock balances and requirements of Customers are available for analysis in the system;
5. Management analyzes and monitors the operation of the business using reports in 1C.

Software implementation is complete. The next stage of work with 1C-Rarus is support and consulting support.

Functions

The following functions are automated:

• ABC/XYZ Sales Analysis
• Settlements with customers
• Settlements with suppliers
• Wholesale trade
• Customer Ordering
• Ordering suppliers
• Calculation of standard cost of orders
• Warehouse Inventory Management
• Inventory Receipt Accounting
• Pricing, Price Lists

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
• Consulting on the choice of software and options for its maintenance
• Initial Settings for Standard/Industry Solution (Program) to Start Accounting
• Selling Selected Products

Customer Feedback

We have applied to 1C-Rarus for the automation of activities on 1C:Enterprise 8 platform. Our organization has decided to use the software product "1C:Enterprise 8. Trade and Customer Relations Management (CRM) "for the purpose of automated accounting according to Russian legislation standards.

The system was put into commercial operation in 18.02.2021.

Our organization decided to use the software product "1C: Trade and Customer Relationship Management (CRM)" in order to organize the work of all departments in a single information space in accordance with the concept of customer orientation.

The company's specialists conducted a professional presentation of the program, during which we were convinced of its functionality to its current needs.

Our choice of 1C: Sales and Customer Relationship Management (CRM) program was mainly influenced by the following product capabilities:

• Customer Relationship Management (CRM)
• automation of the company's business processes;
• Customer Order Management
• Automate sales, purchasing, and inventory management processes
• supply and pricing management;
• Sales and purchasing planning, activity scheduling
• Marketing Management, Marketing Campaign Planning and Execution, Customer Service Management
• Expanded customer base analysis, joint analysis of settlements, turnover, and customer relationship history
• Monitoring and analysis of the effectiveness of trading, service and marketing activities.

We have chosen 1C-Rarus as the most well-known company on the market, having positive recommendations from clients, a wide staff of highly qualified consultants, a high-quality technical support service.

Software Product "1C:Enterprise 8. Trade and Customer Relationship Management (CRM) "has an understandable and friendly interface, easy to use. As a result of its implementation, the efficiency of automated services improved, the time for routine operations was reduced, and the quality of staff work improved. Using 1C:Enterprise 8 system programs successfully, we recommend that other companies also become users of these programs.