Heat generator (1C:Enterprise 8. Trade and Customer Relationship Management (CRM))

2023: Automation of accounting using PP "1C:Enterprise 8. Trade and Customer Relations Management (CRM) "at Teplogeneral LLC

About Customer and Project

Automation of sales the department of LLC "" with the Heatgeneral help of the software product "" 1C:Enterprise 8. Trade and Customer Relationship Management (CRM) helped to increase the efficiency of managers and ensured an increase in repeated sales of 7%.

Teplogeneral LLC provides services for the design, installation and maintenance of heating, air conditioning, ventilation systems in facilities of any type: car washes, warehouses, greenhouses and other facilities.

Customers of Teplogeneral LLC are both state-owned enterprises and small individual entrepreneurs. Every client is important for the company, managers try to find an individual approach to each of them.

At the beginning of 2023, the management of Teplogeneral LLC ordered the start of a project to automate business processes for working with clients using CRM technologies. The company 1C-Rarus was selected as the executor of this task.

At the start, the goals of the project were formulated:

• Improve customer experience. It is important for each client to provide attention and an individual approach. When communicating with the customer, the manager should see information on the agreements reached earlier and the history of working with the client;
• Improve the productivity of managers. Measure and analyze performance indicators: number of requests, sales conversion, reasons for customer failures, execution of planned interactions and tasks during pre-sales preparation;
• Ensure that management reviews of processes are available.

The software product "1C:Enterprise 8. Trade and Customer Relationship Management (CRM). "

The implementation process was implemented according to the planned plan. The set goals have been achieved.

The CRM system has become a reliable assistant for managers and managers of the enterprise.

Project results in numbers:

• Increase in re-sales by 5-7%;
• Increase in productivity of sales managers, estimated by the number of calls, meetings, processed orders - by 30%;
• The time frame for the preparation of management reports was reduced from 8 hours to 10 minutes.

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
• Supplier Relationship Management
• Warehouse Inventory Management
• 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
• 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