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

2022: Automation of customer relationship management and sales management based on PP "1C:CRM. Module for 1C:ERP and 1S:KA2 at Finstroy JSC

About Customer and Project

The implementation of 1C:Enterprise 8 CRM Prof in Finstroy JSC ensured the storage of information on counterparties, transparent accounting of sales, and effective planning of managers' working hours.

Finstroy JSC is a leader in the sale of wood and slab materials. The company supplies materials to construction organizations, industrial enterprises, wholesale and retail trading firms, stores and retail chains, as well as individuals.

The credo of the company is to grow and develop in the interests of its consumers. When working with customers, speed, professionalism and convenience are a priority, so management strives to improve the processes of interaction with customers. In 2022, the company launched a project to introduce the module "1C:CRM. Module for 1C:ERP and 1C: КА2. "

The contractor has chosen 1C-Rarus, a reliable supplier and integrator of 1C solutions in various areas of business.

At the stage of primary negotiations, the goals are set:

• Structured storage of counterparty contact information
• Transparency of interactions for each sale
• Ability to analyze the target audience for marketing activities
• Accounting and monitoring of managers' working time.

To achieve the set goals, an analysis of existing processes was carried out, the information ": was set up bases. 1CCRM Module for 1C:ERP and 1C: КА2, "individual consultations of the customer's employees were held.

What has changed since implementation:

• A full-fledged client base has been created. Consolidated customer information from spreadsheets, manager notebooks. It takes less than 10 seconds to find a counterparty and restore your collaboration history.
• The process of processing sales is automated. The system reflects the complete cycle: from the initial call, to the completion of the sale and control of payment for the delivery. For each counterparty, you can see: at what stage the negotiations are and when the next contact is scheduled.
• In CRM, managers work time is planned. Due to the optimal allocation of resources and a reduction in the labor intensity of accounting and information search, work efficiency has increased. During the day, managers manage to process more applications and influence the increase in sales income, and as a result, a personal bonus.
• The conversion after marketing activities has grown, as the possibilities of classifying the client base and choosing the desired audience segment are used.
• You have set up evaluations for management to analyze sales and make management decisions.

Functions

The following functions are automated:

• Customer Relationship Management (CRM)

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