Volga-Don (1C:Enterprise 8. Trade and Customer Relationship Management (CRM))

2020: Automation of accounting using PP "1C:Enterprise 8. Management of Trade and Customer Relations (CRM) "at Volga-Don LLC

To improve the work with clients and partners, the management of VOLGA-DON LLC decided to implement a CRM system.

Early work with Customers was carried out in the electronic calendars of managers, reporting could be formed by collecting information from different text and table files. The management of the company was difficult to track the results of work in real time. It was decided to overcome these difficulties by introducing a specialized CRM system.

The program was purchased from VC 1C-Rarus"." Managers 1C of "-Rarus" presented the configuration capabilities, "1C:Enterprise 8. Trade and Customer Relationship Management (CRM) " helped with the configuration of accounting policies, reporting forms, conducted initial training of users. Configured integration telephony with (). Softphone

Advantages of using CRM system for VOLGA-DON LLC:

• Rapid data collection. Managers automatically collect information about potential buyers, working with segments highlighted by certain criteria has increased the likelihood of a sale.
• Management of work with Customers. Entering and planning all interactions with the buyer in the program has reduced the likelihood of delaying the sale and decision-making process.
• Availability of work history. At the stage of receiving a call from an "old" client, the program tracks the history of collaboration and builds an individual work strategy.
• Strategic planning capability. The presence of CRM helped to analyze the ratio of incoming calls and completed transactions for these customers. Analysis of the reasons for the refusal to cooperate helped adjust the work and increase the conversion.
• Data analysis. Reports generated with CRM provided sales managers with key sales information, including set goals and performance assessment data. A visual representation of the results of the work stimulates the implementation of the plan. The work of managers has become more productive. The management of the Company uses reports to analyze its activities and build business development plans.

As a result of using the program "1C:Enterprise 8. Management of Trade and Customer Relations (CRM) "VOLGA-DON employees note a more efficient use of working hours, attentive attitude towards Customers allows to increase customer loyalty, and thereby increase profits.

Work on launching the software product "1C:Enterprise 8. Trade and Customer Relations Management (CRM) "has been completed, cooperation with 1C-Rarus continues in terms of consulting support.

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

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