Oil Trade (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 OYL-FORBI LLC

The company Oil Trade"" was founded in 2003, since its foundation it is the Official Distributor oilchemical Concern, TOTAL which occupies the 3rd place in the world in terms of volumes production and processing, and is one of the five largest manufacturers for lubricants and. transport industries

Oil Trade works with a large number of retail outlets - stores and car services, with large transport and construction companies, as well as with industrial enterprises.

When Oil Trade (a legal entity of OIL-FORBI LLC) raised the issue of improving the efficiency of interaction with partners and customers, it was decided to implement a CRM system. For help, they turned to professionals in the field of business automation, to the 1C-Rarus company. As a basis for building the sales process and working with clients, 1C-Rarus employees recommended taking the 1C "1C:Enterprise 8 software product . Trade and Customer Relationship Management (CRM). "

1C-Rarus specialists identified problem places in the company's work, showed how they can be avoided by working in the program, conducted individual training, transferred information on counterparties, and prepared an information base for starting work.

After a month of working with the system, the Oil Trade management saw tangible results:

• We managed to structure all information by customer, introduce clear planning of work stages and ensure compliance with the established deadlines. The level of sales management has grown.
• The work of the warehouse has been built, reliable information about the availability of goods is actively used both in the sales department and in the preparation of orders to suppliers.
• The marketing department plans events using CRM system analytics, data helps to clearly select the target audience and get a large conversion.
• Managers of different levels actively use the system reports: "Sales funnel," "Analysis of the work of managers with clients," "Contact and sales analysis," which helps to control and more effectively manage the work of the sales department.

The implementation project has been completed, at present a support agreement has been concluded with 1C-Rarus to receive regular consulting assistance on working with 1C:Enterprise 8 program. Trade and Customer Relationship Management (CRM). "

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
• 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