Safe Office (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 Safe Office LLC

Secure Office LLC provides services for renting cloud workplaces for small businesses. The benefits of working in the cloud are obvious - data is reliably protected, you can work with information both from the office and remotely from home.

This format of work is rapidly gaining popularity, the number of customers of the company is growing. The management of Safe Office LLC understands that times of internal change are coming. To ensure business growth, new sales, service and marketing tools are needed. It was decided to implement the CRM system.

Prerequisites for the Automation Solution

• There were difficulties with processing a large volume of incoming applications
• Customer requests are lost
• Information about Customers shall be kept separately
• It is difficult to assess the effectiveness of marketing costs
• It is not possible to quickly analyze the results of the company

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

Specialists of VTs 1C-Rarus delivered, installed the program to workplaces, helped in putting the system into operation. Training was conducted, accounting policy settings, reporting forms were made, reference book elements were loaded.

Automation results

• Uniform standards for storage and handling of Customer's contact data, contracts and files have been created. Reduced the risk of losing information.
• All customer requests are recorded in the system and distributed to managers based on their load, no request is ignored.
• CRM is used for 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.
• Management received a business management tool. The effectiveness of management decisions has become higher.

The work on putting the system into operation has been successfully completed, cooperation with VC 1C-Rarus continues in terms of consulting support of the information system.

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