SpetsEnergoTrade (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 SpetsEnergoTrade LLC

To automate operational accounting, the management of SpetsEnergoTrade LLC chose 1C:Enterprise 8. Trade and Customer Relationship Management (CRM). " As a result of the implementation, repeated customer requests have increased, and the company's profit is growing.

SpetsEnergoTrade LLC is a leading company in Russia for the supply, service and lease of equipment for small power. To ensure a high level of services, the company is constantly improving the technologies used.

Earlier, an outdated information system was used to record sales and order suppliers, the functionality of which was no longer developed and was not supported by the developer.

To improve the work of the sales department, to build long-term relations with each customer, management initiated a project to automate operational accounting.

The software product "1C:Enterprise 8. Trade and Customer Relationship Management (CRM), "and implementation work is entrusted to 1C-Rarus, which has extensive experience in the field of CRM implementation.

Thanks to the implementation of CRM technologies on the 1C:Enterprise 8 platform, SpetsEnergoTrade LLC organized the storage of information on customers with a detailed description of each of them, the history of contacts and the dynamics of changing the state of relations.

For sales administrators and managers, convenient workplaces with an intuitive interface are set up. Thanks to reminders, not a single question from customers will be forgotten and ignored.

The analytical capabilities of the program provide the management of SpetsEnergoTrade LLC with up-to-date information on all events taking place in working with customers.

Automation effects:

• Increase in sales volume;
• Elimination of cases of loss of information about incoming requests;
• Increase in re-sales;
• Improving the work discipline of employees;
• Transparency and accuracy of inventory balance information;
• Reduce labor costs for routine operations;
• Increase the rate of response to incoming requests.

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