Vasiliev Fedor Vyacheslavovich IP (1C:Enterprise 8. Trade and Customer Relationship Management (CRM))

2023: Automation of accounting using PP "1C:Enterprise 8. Management of trade and customer relations (CRM) "at IP Vasiliev Fedor Vyacheslavovich

Automation of work with the client base at IP Vasiliev Fyodor Vyacheslavovich was carried out with the help of "1C: Trade and Customer Relations Management (CRM)." The implementation of the CRM system ensured the order and transparency of the sales department, the ability to analyze and assess the effectiveness of different advertising sources.

IP Vasiliev Fedor Vyacheslavovich engaged in wholesale trade timber and,. construction materials construction residential buildings

Every application and every client is important for the company, so managers strive to quickly, carefully and harmoniously build interactions for each transaction. With the growing number of buyers, there was a need to automate customer experience.

The choice of the accounting system was made on the recommendation of the managers of 1C-Rarus. After discussing the tasks of the project, the presentation of the program "1C:Enterprise 8 took place . Trade and Customer Relationship Management (CRM), "during which the customer was convinced that the proposed information system meets the set goals:

• Ensure transparency of business processes of working with clients;
• Structure the storage of contact information by customer;
• Launch the development of loyalty programs for individual customer groups;
• Create analyses to quickly evaluate customer performance.

The work carried out by consultants 1C-Rarus on setting up the program and training users helped to complete the transition to 1C: Trade and Customer Relationship Management (CRM) in a comfortable mode for the customer.

Summing up the results of the first month of work using 1C:CRM, the company's management notes:

• The business processes of the sales department are organized. Relationships with each client are built transparently and clearly, managers do not forget, they record information about the agreements reached in the program;
• A unified information environment has been created for storing and processing customer requests. Requests from different customer attraction channels are consolidated, it became possible to analyze the work of advertising and invest in working sources;
• Managers freed themselves from the routine. CRM stores all information about interactions, BOMs, and order parts. This allows sellers to save time entering data into spreadsheets;
• Understandable analytics have become available to assess the performance of the company. Management reports are generated automatically, without time spent by employees and contain reliable and operational data.
• The implementation of the CRM system made it possible to build a sales funnel and work more efficiently with customers. Rapid response to applications, attractive pricing policies helped increase customer loyalty and inflow.

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 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