Customers: Eco-Service Company Contractors: 1C-Rarus Product: 1C:Enterprise 8. Trade and Customer Relationship Management (CRM)Project date: 2020/11 - 2021/02
Number of licenses: 1
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2021: Automation of accounting using PP "1C:Enterprise 8. Trade and Customer Relations Management (CRM) "at Eco-Service Company LLC
LLC Eco-Service Company"" is engaged in wholesale trade chemical products.
In February 2021, the management of Eco-Service Company LLC decided to automate operational accounting.
The goals of automation are to build business processes that will help employees and management interact with each other. Ensure transparency of each transaction, improve the quality of work with customers.
VC 1C-Rarus became the partner who completed the work on the implementation of the accounting system. The configuration "1C:Enterprise 8. Trade and Customer Relations Management (CRM), "which was suitable for the implementation of the goals of Eco-Service Company LLC.
Pre-implementation situation
Earlier, work with clients was carried out in personal calendars and manager files, implementations and contracts were formed in the accounting system, the data had to be re-entered into the program, the fact of the accomplished sale was reflected, at what stage the work with the client remained incomprehensible. It was impossible to analyze the reasons for the refusal to cooperate.
Implementation Works "1C:Enterprise 8. Trade and Customer Relationship Management (CRM) "
As part of the system commissioning, the software product was supplied and installed, the information base was prepared for operation, and user training was carried out.
Automation results
- A unified information system has been created that made it possible to establish communications between departments, it became easier for employees to interact, transfer tasks to each other,
- The system reflects the sales business process, which regulates the relationship of managers with Customers. The procedure is presented from the initial negotiations to the completion of the sale. The program will remind you of scheduled events with the client. Thanks to this, sales management has become clear, the work of managers has begun to be carried out consistently with high quality.
- The speed of processing incoming requests has increased.
- Control over the timing of deliveries helped minimize situations of their disruption.
- The analytical capabilities of the 1C: Trade and Customer Relationship Management (CRM) program allow the Company's management to always keep abreast of events: monitor the actions of managers, respond to sales declines in time.
Cooperation between Eco-Service Company LLC and VC 1C-Rarus continues in terms of consulting assistance and supporting the relevance of the version of the program.
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