Professional Innovation Systems (1C:Enterprise 8. Trade and Customer Relationship Management (CRM))

2021: Automation of accounting using PP "1C:Enterprise 8. Trade and Customer Relations Management (CRM) "at Profinsystems LLC

About Customer and Project

Professional Innovative Systems offers a full range of equipment and materials for water supply, heating, sewage and water treatment systems of leading foreign and domestic manufacturers.

Work at a modern level, a wide range of products and a systematic approach to the configuration and installation of engineering networks allows you to offer customers modern solutions, flexible pricing policy and high quality of components and work performed.

The management of Professional Innovative Systems LLC understood that new sales, service and marketing tools are needed to ensure business growth. It was decided to implement the CRM system.

Prerequisites for the automation decision:

• There were difficulties with processing a large volume of incoming applications;
• agreements with customers may not have been fixed;
• information about the Customers was kept separately;
• it was difficult to assess the effectiveness of marketing costs;
• it was not possible to promptly analyze the results of the company's work.

The choice software was made in favor of "," 1C:Enterprise 8. Trade and Customer Relationship Management (CRM) the company became the supplier of the program. 1C-Rarus

Specialists of VTs 1C-Rarus conducted a demonstration of the configuration capabilities, performed the installation of the program to workplaces, and helped in putting the system into operation. The company's personnel were trained to work in the system, accounting policy settings, reporting forms were made, reference book elements were loaded.

Automation results:

• a unified information system has been created that made it possible to establish communications between departments: it has become easier for employees to interact, it is possible to fully transfer the task to each other;
• unified standards for storing and working with Customer's contact data, contracts and files have been introduced; reduced risk of information loss;
• the speed of processing incoming requests has increased.

CRM helps in organizing and evaluating the effectiveness of marketing activities. In price requests after holding shares, the source of information is indicated, later you can get sales analytics for a specific share or special. proposal. Assessing the effectiveness of marketing activities has become easy and accessible.

The analytical capabilities of the 1C: Trade and Customer Relationship Management (CRM) program allow the Company's management to always keep abreast of events: monitor the actions of managers, respond in time to the current sales situation.

The work on putting the system into operation has been successfully completed, cooperation with 1C-Rarus continues, and the accounting system is being supported.

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