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

2022: Automation of accounting using PP "1C:Enterprise 8. Trade and Customer Relations Management (CRM) "at Condenser LLC

About Customer and Project

As a result of the implementation of the program "1C:Enterprise 8. Management of Trade and Customer Relations (CRM) "in the company" Condenser "increased the number of sales of energy equipment, and management received a tool for analyzing and managing operational processes.

Since 2006, Condenser LLC has been supplying energy equipment in Russia and the CIS countries.

As the company developed, it found and used new sources of customer attraction, built long-term relationships with regular buyers, so the customer base increased. There was a need for automation of business processes.

Management understood that without the introduction of a modern information system, the company would not be able to maintain a stable pace of development, so in 2022 it was decided to start an automation project.

The partner was chosen on the recommendation, a cooperation agreement was concluded with 1C-Rarus.

At the first meeting, the goals of the project were recorded:

• Storage and management of the client base;
• Increase the efficiency of sales managers;
• Formation, conduct and analysis of marketing activities;
• Increase in company profits.

We considered several programs, the choice was stopped at "1C:Enterprise 8. Trade and Customer Relationship Management (CRM). "

Having studied the current processes, 1C-Rarus specialists began transferring accounting and accumulated information to a new accounting database. We took into account the wishes of management and difficulties in the current accounting organization.

Transition to "1C:Enterprise 8. Trade and Customer Relationship Management (CRM) "took place without stopping current activities in the planned time and budget.

Project results

• From the fragmentation of information in different sources, we switched to a structural institution and storage of information about clients, contact data, conditions of cooperation. There is no risk of losing or forgetting important details;
• The work of managers has become structured and controlled. With the help of the program, you can see at what stage the sale is, what actions are planned. Cases of buyers refusing transactions decreased by 20%;
• For the better, the work of the marketing service has changed. Using various characteristics and characteristics of customers, sales analysis, the target audience is selected, which is offered special conditions of cooperation. The result of such events is an increase in sales and an expansion of the customer base;
• Management monitors and manages the business with customized 1C reports. The availability and reliability of the company's performance indicators helps to identify problem areas and take timely corrective measures.

Functions

The following functions are automated:

• ABC/XYZ Sales Analysis
• Settlements with customers
• Settlements with suppliers
• Customer Ordering
• Ordering suppliers
• Calculation of standard cost of orders
• Retail trade
• 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