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

2020: Automation of accounting using PP "1C:Enterprise 8. Trade and Customer Relations Management (CRM) "at Southend LLC

About Customer and Project

The company "Southend" rightfully occupies a high position in the market of construction fasteners and tools. For 18 years, Southend LLC has been offering products and service that fully meets the customer's requirements. This contributes to building a long-term partnership with manufacturers of fasteners and construction tools, both in Russia and abroad.

An early large amount of information with partner contacts, agreements reached and planned stages of work were stored in personal files and records of company managers. The management of Southend LLC understood the need to structure this information. In the summer of 2020, it was decided to implement a CRM system, 1C-Rarus was invited as an integrator company.

With the CRM implementation, management planned to achieve the following results:

• Improve Sales Management Business Processes
• Achieve the fulfillment of the set tasks on time
• Develop personal responsibility for work
• Strengthen control over the work of the company

The formulated tasks are implemented using the application solution "1C:Enterprise 8. Trade and Customer Relationship Management (CRM). " 1C-Rarus managers correctly advised on the capabilities and features of working with configuration. Data from previously used table documents has been uploaded to the system. You have set up management reporting settings.

Automation results:

• Quick search for the information you need
• Automation of routine actions is performed, as well as automatic sending of letters, generation of invoices, creation of reminders
• Increased the efficiency of managers. Weekly meetings with managers are held, situations for each transaction are discussed. The sales manager receives data for control using CRM reports,
• Customer data availability. Contact information and cooperation history are stored in the program and can be used in repeated requests.
• Demand-based purchasing planning has ensured that the warehouse is filled correctly - items that are often purchased, purchased in larger quantities, and less demanded items are kept in minimal balances or delivered on order
• The results of the company's work are available for analysis in a couple of minutes from any device that has access to the Internet

The automation goals have been successfully achieved, the work on the development of "1C:Enterprise 8. Trade and Customer Relationship Management (CRM) "continues.

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

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 08.07.2020.

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
• managing, marketing planning and conducting marketing campaigns,
• 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.