Beterra (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 Baker Tilly Rus JSC

About Customer and Project

The implementation of the accounting system "1C:Enterprise 8. Trade and Customer Relations Management (CRM) "at Baker Tilly Rus JSC. As a result of the project, users quickly draw up and agree on documents, and the quality of work with clients is improved.

Baker Tilly Rus JSC representative office of Baker Tilly International Ltd. in Russia. The company has been providing audit and consulting services on the Russian market for about 30 years and has extensive experience in various sectors of the economy.

Baker Tilly Rus specialists try to build close partnerships with each of the clients, delving into all the subtleties of their business, needs and goals.

The use of disparate programs for the preparation and management of projects hindered the development of the company, creating difficulties with the collection, storage and analysis of information. It was necessary to create a single information space for issuing customer requests, forming commercial proposals, entering sales documents and analyzing the results of the company's work.

The software product became the basis for solving automation problems. " Trade and 1C:Enterprise 8 Customer Relationship Management (). CRM " The work on adapting the information system to the specifics of accounting in Baker Tilly Rus JSC, the configuration and training of users was carried out by the company's specialists. "1C-Rarus

Project deliverables:

• The process of building relationships with customers is automated: from collecting primary requirements to completing the fulfillment of obligations under the contract. The probability of data loss is excluded, the efficiency of analytical reports has appeared. The quality and completeness of information collected about customers has improved;
• The process of preparation and approval of documents was accelerated 2 times: commercial proposals, contracts, additional agreements;
• The labor costs of personnel for entering and processing information have been reduced. Setting up data exchange with the regulated accounting program made it possible to completely eliminate the need for duplication of documents;
• Increasing the level of service and greater involvement of managers in the process of interaction with customers helped to increase the number of orders and the company's profit.

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