1C:CRM PROF

Main article: CRM (Customer Relationship Management System)

2023: "1C:CRM" PROF, CORP, NFR Rev. 3.1

The company 1C"" and the Development Center 1C-Rarus"" on January 24, 2023 informed users and partners about the release of the updated version 3.1 of the configuration 1C:CRM"," versions of the PROOF,, BUILDING NFR in the line of software products 1CCRM":."

The software product "1C: CRM," revision 3.1 is a development of the configuration "1C: CRM," revision 3.0. The updated version of the product takes into account the wishes of hundreds of customers and partners, the development of the updated interface continues, the distinctive features of which are the creation of workplaces for simple navigation through the solution and the development of user scenarios for working in them. Also in 1C: CRM, edition 3.1, a number of methods are implemented that help managers sell more, as well as minimize their mistakes when working with clients.

The functionality of version 3.1 of the "1C:CRM" configuration is supplemented with the following features:

• You have created an interactive manager assistant and a Customer Path manager. The assistant allows you to trace the path of each of the customers from his first contact with the organization and passing through the sales funnel. It allows you to get answers: where new clients come from, which channels are the most effective, at what stages the transactions hung, which clients left, what is the personal effectiveness of managers.
• The Dialogues workplace has been created and mechanisms for working with instant messengers and social networks have been developed: viewing correspondence in a single window and in a structured way, highlighting a group of messages, supporting rules for distributing messages between managers, using emojis in correspondence, and much more. The ability to write to the first client in the WhatsApp messenger has been implemented.
• This module for managing the timing of requests allows you to ensure that all 100% of requests are recorded in the CRM system, as well as control the timing of their processing, depending on the channels on which the requests came: mail, requests from the site, phone calls or instant messengers. Monitoring the timing of cases is included in the My Sales and Support workplaces.
• Created a workplace Mail manager and developed mechanisms for working with mail: an editor with the ability to drag text, pictures and files with the preservation of their formatting. Synchronization of only the folders required by the user in email accounts has been added. Highlighting letters in separate streams allows you to provide users with an individual rate of receiving/sending letters.
• Developed work with potential clients - all marketing touches and appeals are collected in the potential client's card with the ability to transfer the entire history when creating a client.
• The Transaction Freeze Control Mechanism allows you to control the freeze of transactions, displaying both My Sales in the manager's workplace and in the Manager Control reports.
• The workplace "Sales Planning" allows you to form a single goal with its achievement in accordance with the organizational structure and types of activities of a commercial organization. It also allows you to quickly manage the achievement of your sales plans using forecasting techniques.
• Added conditions for triggering robot assistants (triggers): such as putting a user assessment of the quality of service, as well as actions: such as prohibiting recording in the absence of a business process, failure to create in form and others. The trigger library allows you to connect over 100 custom robots to help managers maintain sales.
• The possibility of temporary transfer of all relevant cases in case of illness, vacation or other reasons for the long absence of an employee from his replacement has been added. With automatic return of cases and access rights in the configuration when the employee returns to the workplace.
• A sales potential mechanism has been developed, which allows you to build a customer development strategy according to the existing product matrix (available for the KORP version).
• Welcome window 1C:CRM - an information window that is displayed to all users when the program starts. Its main goal is to help users get used to the program faster, look at a selection of training materials, understand the main functions and find answers to questions that arise.

Starting with the release of 1C:CRM 3.1.23 solutions, the solutions configurations include verification for compliance with the maintenance conditions (the presence of Industry 1S:KP). The availability of an active tariff plan 1S:KP Industry ensures the operability of the following functionality:

• Applications (integrations with external services and applications):
• Smart assistants,
• Site statistics,
• Form on the site,
• Service to the site,
• Colltracking,
• Integration with WhatsApp,
• Integration with Telegram,
• Integration with Viber,
• VKontakte: messages,
• Interaction dialogs,
• Facial Recognition Services
• Sales planning and forecasting subsystem;
• Workstation of AWS "Dialogues";
• Workstation of AWS "End-to-end analytics";
• Workstation of AWS "Support";
• Mechanism for sending/receiving emails in individual streams;
• Subsystem for searching and replacing customer duplicates and customer contacts;
• Subsystem "Temporary transfer of cases" and document "Absence of employee";
• Downloading clients/leads from a file.

In the future, control over the use of integrations with external services and applications, as well as the use of updated functionality of the 1C:CRM 3.1 solution will also be carried out using the Configuration Security Key (CRK) and checking the availability of an active tariff plan "Industry 1S:KP"

2021: Addition to MCN Telecom platform

On April 1, 2021, MCN Telecom announced the addition of 1C products to the telecom platform. Read more here.

2016: 1C:CRM PROF, Rev. 3.0

The program 1C":CRM PROF," rev. 3.0 is intended for medium-sized businesses, as well as for small businesses with the need for more than 5 users to work together in a single information base. The solution allows you to automate all business processes companies according to the CRM concept, including purchasing, sales, marketing, service and quality services, as well as manage business processes at all stages of interaction with customers and within the organization.

The main industry functionality of the 1C:CRM PROF program:

• Client database management, collection of all customer data into a single customer database of the company, detailed characteristics of each customer and contact person, dynamics of changes in the state of relations with clients, quick entry and access to client information, tracking of relationships between clients, attachment of various types of files to client cards with tracking of their change history;
• Customer Contact Management, Customer Contact History, Lead Registration, Cross-Department Communication, Quick Call Receipt and Dispatching Wizard. Schedule interactions using AutoMotivator. A panel of key indicators for managing the client base, the use of "widgets" at the workplaces of managers;
• Working time management, viewing of scheduled contacts (meetings, meetings, etc.) in the "Calendar," selection of meeting participants taking into account their occupancy, simultaneous viewing of calendars of several users, reservation and planning of occupancy of premises, maintenance of the "To-Do List," regular scheduling of contacts (meetings, meetings, etc.) using the Event document;
• Business Process Management, a subsystem for designing, publishing, and analyzing the effectiveness of business processes. Ready-made business processes with the ability to change them "on the fly" and create new business process maps in user mode without programming. Creation of regulations for sales, service, work with complaints, execution of orders, coordination of various documents, marketing. Add, agree, edit documents and their versions (Workflow) within and outside of existing business processes;
• Manage sales, stages, and stages of sales based on the Lead document, with enhanced management through business processes, and create typical sales activity templates. Monitoring and analysis of overdue debts. Assigning prices and discounts, a mechanism for automatic preparation of quotations and contracts based on corporate templates (in MS Word or OpenOffice). "Sales Funnel," creating various options for viewing "Sales Funnels" and planning for their implementation. Planning sales in various sections: item, customers, managers and departments, plan-actual analysis of sales. Planning of the reference Sales Funnel;
• Marketing Management, Marketing Campaigns: Planning, Budgeting, Coordination, Conduct, and Performance Analysis (ROI). Telemarketing, personalized e-mail, SMS mailing. Customer segmentation (static and dynamic segments). Automatic ABC/XYZ analysis;
• Notification subsystem, receiving notifications through: reminders in the solution, e-mail, SMS, their individual configuration for planned/overdue events in the Calendar, new/overdue tasks (orders, other business processes), creation of individual reminders (complaints, etc.);
• Facilitate routine operations. Wizard for accepting incoming customer calls with the ability to quickly identify and register a client. Built-in mail manager. Easy preparation of reports, assistant for entering new customers, transfer of documents and transactions to another manager, customizable filters. Multi-step analysis of reports with the ability to save the result of one report and transfer it to another report for subsequent analysis.
• Usability. Organization of the interface with the Main partition selection from which more than
• 80% of all actions. Hiding redundant information, color coding of information with the ability to customize the color scheme, clear to employees business process maps and instructions at stages. Quickly view documents without entering them.
• Integration with other systems. The system has ample interoperability with other applications.

Additional features of "1C:CRM CORP," rev.3.0 relative to "1C:CRM PROF," rev. 3.0:

• Performance management subsystem. Individual indicators of managers, their KPI and workplace reflecting the implementation of KPIs (plan-fact of sales, contacts, average check, completeness of customer base filling, etc.). Key indicator panel for sales management, other key indicators. The use of customizable "widgets" in the workplaces of managers with control by managers/departments/organization. Assign access rights to key indicators.
• Managing sales potential. Use formulas to calculate potential based on a customer portrait across departments. Sales analysis based on calculated potentials by customer/manager/department.
• Operational project management. Decomposition of projects by stages. Resource Planning by Option: Resources are limited or project deadlines are limited. A planning workplace that allows you to identify resource conflicts between projects. Manage the execution of project milestones in the Calendar, displaying the owners/executors by project milestones through the checkpoint mechanism. Start on the stages of the project of business processes used in the company. Analysis: Project Card, Project Execution Plan. Use the notification subsystem for selected projects in the company and customize for each user.
• Integration with enterprise systems. The system has wide possibilities of interaction with other applications and provides: work with geocards (search on company maps, positioning on customer location maps) with applications and services: Yandex, Google, 2Gis; Two-way data exchange: contacts, calendar events, tasks between MS Outlook, MS Exchange Server integration with contextual advertising systems (on the Internet): Comic, Yandex, Google; integration with the network infrastructure of companies: MS Active Directory, Novell; Integration with Big Data Analysis Systems (BI Systems)

The configurations are designed in 1C:Enterprise 8 environment and support all the advantages of this modern technology platform: scalability, ease of administration and configuration, the ability to work in a thick, thin and web client.

2015: 1C:CRM PROF, Rev. 2.0

"1C:Enterprise 8. CRM PROOF, version 2.0 - a joint solution between 1C and 1C-Rarus, designed to automate customer relations processes and manage business processes in medium-sized businesses. The solution helps to organize the effective work of sales, marketing, service services at all stages of interaction with customers.

The 1C:CRM PROF configuration, version 2.0, is developed in 1C:Enterprise 8 environment and supports all the advantages of this modern technology platform: scalability, ease of administration and configuration.

The software product "1C:CRM PROF," edition 2.0 can be used as an independent program for automating CRM functions, and as an addition to the CRM functionality of standard 1C configurations on the 1C:Enterprise 8 platform. Full integration of the solution is possible with the following software products:

• "1C:Enterprise 8. Trade Management "
• "1C:Enterprise 8. Comprehensive Automation "
• "1C:Enterprise 8. Production Plant Management "
• and their industry versions.

When using "1C:CRM PROF," revision 2.0, as an independent, stand-alone configuration, the program includes a data exchange unit with accounting systems: "1C: Accounting 8" and "1C: Accounting 7.7"

Key features

• Management of the client base, detailed characteristics of each client and contact person, dynamics of changes in the state of relations with clients, the ability to quickly enter and access information about the client
• Customer Contact Management, Customer Contact History Accounting, Customer Needs Recording, Online Inter-Department Communication, Contact Planning
• Planning and monitoring of activities, coordination of work in time, convenient system of reminders and issuance of tasks
• Managing Customer Experience Business Processes, Creating Customer Experience and Standard Sales, Service, and Complaint Activity Templates • Sales Management, Creating Sales Technology for Various Product Groups, Stage and Stage Sales Management, Bid Preparation Engine, Operational Management Engine, and Sales Cycle Analysis - Sales Funnel
• Integration with financial and accounting programs allows you to create a single information space for working with customers
• Marketing Management - Customer Segmentation, Marketing Company Management, Ad and Marketing Campaign Performance Assessment
• Survey - collection of information about customers, products, competitors, regions, analysis of questionnaires
• Telemarketing - Provide bulk call to customers in a given conversation scenario, register contacts and questionnaires
• Service and warranty service. Accounting of goods in service: by serial numbers, terms and types of service, management of customer service calls, management of service orders
• Multivariate Sales Analysis: ABC Sales Analysis, Customer Experience Analysis, Employee Performance Analysis, Customer Base Analysis
• Knowledge base on sales, products, competitors, service, information structuring, keyword search, quick access to information
• Information protection, setting information access rights for users, providing users with access only to information on their clients
• Ease of routine operations, e-mail integration, reporting, New Customer Input Assistant, Customer Lookups, Group Customer Processing, Filters

2014: 1C:CRM 2.0

The line of solutions "1C:CRM" edition 2.0 facilitates routine operations, allows you to configure integration with e-mail, SMS, fax and office telephony (PBX). Two-way data exchange with 1C: Accounting and MS Outlook is provided. All the possibilities of the solution are available via the Internet, because "1C:CRM" has a full web interface.

The main functional blocks of the solution "1C:CRM" version 2.0:

• Client Base Management
• Managing customer contacts, registering customer needs;
• Planning and control of actions, management of their working hours;
• Issue of instructions and control over their implementation
• Control the workload of employees of departments with the ability to distribute the load between them
• Business Process Management for Customer Service
• Sales Management, Operational Management Mechanism and Sales Cycle Analysis - Sales Funnel, Sales Planning and Performance
• Project Management; Project analysis (Gantt chart, project card) On-line monitoring of projects
• Marketing Management; Marketing campaign planning Marketing Company Preparation Management
• Analyses
• Methodological materials and recommendations for performing various tasks.
• Maintain a complete customer base with a detailed interaction history and advanced customer analytics and relationship status dynamics
• Stage and Stage Sales Management, Pricing Management, Automatic Preparation of Quotations and Contracts, Sales Planning and Sales Cycle Analysis via Sales Funnel, Accounts Receivable Control
• Business Process Management - Design, use, and analysis of the effectiveness of business processes. Creation of customer procedures (sales, service, complaints) and within the company (execution of orders, coordination of various documents, marketing)
• Marketing management: full support for working with marketing campaigns, telemarketing and survey, personalized e-mailing, customer segmentation, ABC/XYZ analysis
• Time management: advanced calendar capabilities, scheduling and management of meetings, meetings, maintenance of the to-do list
• Simple Project Management - Scheduling and Online Project Management on the Calendar
• Select information blocks, quickly fill in documents from templates, hide unnecessary or redundant information with the ability to customize the color scheme
• Use of Internet maps: search and display on the Internet map of the location of customers at
• Office Telephony Integration (CTI): Panasonic KX-TDA/TDE, Avaya IP Office, Cisco Call Manager/Call Manager Express/UC, AGAT UX IP PBX, IP CallCenter Asterisk
• Integration with SMS and recording of telephone conversations "Sprut" and "CLON"
• Exchange data with legacy applications: MS Project, MS Exchange Server and Outlook, Gmail, The Bat, MS Office, Open Office and others.

1C:CRM 2.0 is the next generation of the popular line of solutions for automating the company's business processes, customer relationships and simple project management. The solutions were developed jointly by 1C-Rarus and 1C and belong to the XRM\BPM class of systems.

"1C:CRM 2.0" allows you to manage sales, marketing, service, business processes, simple projects, work with partners and suppliers, organization of relationships within the company, which allows you to create a single information space of the company. The solution is designed for working with large amounts of data, allows you to ensure high performance at hundreds and thousands of jobs in a single network or connect a large number of branches, company representative offices and/or mobile employees. All functions of "1C:CRM 2.0" are fully available via the Internet.

2013: Integration with "1C: Enterprise. 8. Goals and KPI Management "

The solutions of the "1C:CRM" line were integrated in August 2013 with the software product "1C: Enterprise. 8. Goals and KPI Management. " The initiator of the integration project was Volgasoft, a partner of 1C-Rarus. As a result, the high demand of small and medium-sized businesses for software for automating customer relations processes has been met. Integration was carried out with joint solutions of 1C and 1C-Rarus: 1C:Enterprise 8. CRM PROF, 1C:Enterprise 8. CRM CORP "and" 1C: Trade and Customer Relationship Management (CRM). "

The main objectives of the integration project are the implementation of management practices based on performance indicators and the ability to quickly collect and maintain them using 1C: CRM systems. The primary tasks of the head of the enterprise are the need to form goals as an element of operational and strategic planning, as well as assess the resources spent on achieving these goals. At the same time, it is important for management to quickly receive information about the work of their subordinates.

The integrated solution allows you to unload the most important indicators from the CRM system: business processes "Contract Conclusion," "Marketing Action," "Order," "Sale," "Complaint Analysis," "Service," "Approval," etc.; quantitative indicators of activity in working with customers of employees of sales, service and other departments; accounts receivable indicators - "Average number of days in arrears," "Average duration of debt," "Amount of receivables," etc.; Details of paid, unpaid, partially paid orders and more. The integration project created a performance management system using performance indicators for the IT company.

Indicators of the distribution of incoming requests depending on new customers divided by advertising channels through which information about the company's products and services was obtained are also formed on the basis of uploading and combining data from 1C: CRM.

Integration of 1C:Enterprise 8 solution. Goals and KPI management "with a line of 1C:CRM solutions made it possible to implement management practices based on performance indicators (KPIs), which contributed to: ensuring uniform standards for setting goals and objectives for employees; prompt collection of statistical data of employee performance indicators (KPI) and visual visualization thereof; differentiation of access to information on planned and actual data in accordance with the job hierarchy; increase the efficiency of sales managers (by the number of contacts and the amount of revenue per manager) by three times due to automation of routine operations and building a incentive system for results