1C:CRM standard

Line of the 1C:CRM software products - the universal solutions in the field of customer relationship management which are completely answering to modern model of the CRM system.

Modern CRM (XRM\BPMS) model

Several facts about "1C:CRM":

• The flexible configured product. In 82% of cases the product "1C:CRM" can be implemented by the consultant without the assistance of programmers that considerably reduces implementation cost.
• Quickly implemented product. In 70% of cases the implementation project "1C:CRM" proceeds up to three months that allows the company to gain effect of implementation quickly. Perhaps step-by-step implementation of modules of the CRM system.
• Familiar interface. "1C:CRM" has the ergonomic interface of the automation system - "1C: Enterprise", most widespread in Russia, that excludes need to retrain users of a system.
• Profitable product. By experience of the clients who implemented "1C:CRM" at themselves at the enterprise it is possible to tell with confidence that implementation projects of "1C:CRM" pay off on average in 3-6 months.
• Preserving of investments. "1C:CRM" is integrated into the existing IT infrastructure of the company, I interact with e-mail, office applications and the accounting systems.

Thanks to 11-year experience the team of consultants "1C:CRM" and partners of 1C Company executed more than 3000 implementation projects of CRM systems.

For today the 1C:CRM software products are used more than in 11,000 companies. About 65,000 users successfully automated the business using "1C:CRM".

Description of the 1C:CRM systems

The line of the 1C:CRM software products includes the following products:

For small business:

• "1C: Crm.Bazovaya the version" - the single-user version with basic functionality, is suitable for individual entrepreneurs and local automation in small business (separate jobs of managers, secretaries and heads);

• "1C:CRM the STANDARD" - an operational CRM system for the companies of small business with a possibility of joint work to 5 users in uniform information base. A system is intended for work with clients and automation of internal processes of management of the small company.

For medium business:

• "1C:CRM PROF" - the analytical CRM system, is suitable for automation of the companies of medium business working in the field of services and consulting, the trading companies and the selected divisions of sales in the large companies;

• "1C: Trade Management and customer relations (CRM)" - a complex trade CRM system, is suitable for automation of the trade, service, production and project organizations of medium and large business.

For large business:

• "1C:CRM KORP" - the kollaboratsionny CRM system, is suitable for automation of the companies of large business; considers existence in the large company of a set of activities, a difficult organization structure and specific tasks of management; has ability to integrate with legacy IT infrastructure of the company.

Except the main line of the solutions "1C:CRM", there are integrated configurations "The standard solution of 1C + "1C:CRM":

For small business:

"1C: Management of small firm + CRM STANDARD" Consolidation helps the companies of small business to organize work with clients in a common information space: from the first address before support of regular interactions. Use of the uniform program excludes labor costs and possible losses of information at data migration.

For medium business:

• "1C: Trade Management and customer relations (CRM)"

• "1C: Integrated Automation + CRM PROF"

Integration solutions of this sort allow the companies of medium business to carry out tasks in the field of management accounting and customer relationship management in one program, trying to obtain thereby increase in efficiency and quality of client information.

For large business:

• "1C: Manufacturing Enterprise Management + CRM CORP"

• "1C: Trade Management + CRM CORP"

• "1C: Integrated Automation + CRM CORP"

Thanks to the integrated solution representatives of the companies of large business can create a common information space for work with clients, exclude synchronization of data on clients, increase quality and efficiency of data on clients, to perform complex automation of managerial, accounting and personnel records, small production and processes of work with clients (CRM) and many other things.

Integration into communication channels:

• "1C-Rarus: The softphone" - is intended for integration of the CRM system with telephony;

• "1C-Rarus: The Communicator" - is intended to the SMS for integration of the CRM system into the SMS;

• Integration with recording systems of a talk Octopus and CLON.

Functionality

The main opportunities of "1C:CRM" are:

• Contact management and the customer base – accounting of a contact history with clients, registration of a customer need, operational information transfer between departments, planning of contacts. And also - maintaining and storage of detailed characteristic about each client and the contact person, tracking of dynamics of state change of customer relations, a possibility of quick entry and an information access about the client.

• Sales management, creation of technology of sale of different groups of goods, management of stages and stages of sale, the mechanism of preparation of commercial offers, the mechanism of operational management and cyclical analysis of sales – "funnel" of sales.

• Time-management - viewing the planned contacts (meetings, meetings, etc.) in Calendar, selection of participants of a meeting taking into account their employment, simultaneous viewing calendars of several users (or groups), color display of events in the calendar, use of working schedules of users, reservation and planning of employment of premises, maintaining "The list of affairs" with a possibility of reservation time from it in the calendar, regular planning of contacts (meetings, meetings, etc.).

Time-management (Management of working time) in "1C:CRM"

• Business process management (BPM). The general process approach in all functionality of the solution: subsystem of design, publication and efficiency analysis of business processes. Ready business processes on work with clients with a possibility of their change "on the fly" and creations of new cards of business processes in regime of the user without programming. Creation of regulations of work with clients on sale, service maintenance, works with claims; creation of regulations of work in the company on execution of instructions, approval of different documents, marketing. Adding, approval, editing documents and their versions (Workflow) within the available business processes and out of them.

The interface of setup of business process in the 1C:CRM system

• Management of marketing - segmentation of clients, management of marketing campaigns, efficiency evaluation of advertizing and marketing campaigns.

• Questioning - collection of information about clients, goods, competitors, regions, the analysis of questionnaires.

• Telemarketing - ensuring mass contacts by phone with clients on the set scenario of a conversation, registration of contacts and questionnaires.

• The knowledge base on sales, goods, competitors, service, structuring information, keyword-based search, quick access to information.

• A subsystem of notifications, a possibility of obtaining notifications through: reminders in the solution, e-mail, the SMS, individual preference of notifications for the planned / delayed events in the Calendar, new/overdue tasks (instructions, other business processes), creation of individual reminders (complaints, etc.)

• Project management, including planning and operational management of project implementation. Management of accomplishment of stages of projects in the Calendar with display of executives in charge on stages of projects via the mechanism of control points. Start on stages of the project of the business processes used in the company. Analysis: project card, plan-fact analysis of project implementation. Use of a subsystem of notifications on the selected projects in the company and individual preference under each user. Loading of the calculated project data from external programs.

• Interaction with corporate systems. Double-sided data exchange: contacts, calendar events, tasks, e-mail between Microsoft Outlook, Microsoft Exchange Server. Synchronization with other solutions through the SyncML protocol, including with mobile devices (Gmail, Outlook and others).

• Management subsystem indicators (KPI). Individual indicators of managers, their KPI and the workplace reflecting accomplishment of KPI (the plan fact of accomplishment of sales, contacts, an average bill, etc.). The indicators on divisions, the company in general allowing to keep track of dynamics of client base, deviations at accomplishment of business processes and some other managerial functions.

• Use of Internet cards - search and display on the Internet card of location of clients to the address.

• Scheduling - control of load of staff of divisions with a possibility of distribution/redistribution of loading between them.

• Data protection - setup of access rights to information for users, ensuring access of users only to information on the clients.

• Simplification of accomplishment of routine transactions, integration into e-mail, preparation of reports, assistant to input of new clients, search of doubles of clients, group processing of clients, filters.

• A possibility of fast completion of the solution under requirements of customer organization.

Possibility of personal setup in the 1C:CRM system

• Integration into the accounting systems of 1C (consolidation) – creation of a common information space for a company performance, conjoint analysis of data on clients, finance and a goods turnover. "1C:CRM" is integrated (join path) with the standard programs "1C: Trade Management", "1C: Manufacturing Enterprise Management" and their industry versions. When using "1C:CRM" as independent, separate system, the program includes the data exchange block with "1C: Accounting".

• A usability - information display on "desktops", a possibility of the choice of necessary information blocks in work, concealment of unnecessary or redundant information, color keying of information with a possibility of setup of the color scheme, the emerging information Popup the banners clear to employees of the card of business processes.

• Integration with other systems - a system has ample opportunities of interaction with other applications and provides:

1. double-sided data exchange with the Microsoft Outlook program (e-mail, tasks, calendars, contacts);
2. integration with Microsoft Office or OpenOffice for preparation of printed forms of agreements, commercial offers or other standard documents;
3. ability to integrate with office telephony (CTI) with the most popular automatic telephone exchanges: Panasonic KX-TDA/TDE, Avaya IP Office, Cisco Call Manager/Call Manager Express/UC, UX AGATE IP PBX of IP CallCenter Asterisk; integration into the SMS and e-mail;
4. double-sided data exchange with the accounting systems: "1C: Accounting 8","1C: Accounting 7.7", "1C: Simplified Taxation System";
5. loading of address qualifiers and other reference information;
6. updating/loading of price lists from suppliers, loading of clients and their contact information from external files in the Microsoft Excel, *.txt, Microsoft Outlook formats;
7. data exchange with other applications through text files, DBF files and XML documents.

Example of solution integration of "1C:CRM" with the system of telephone negotiations "SPRUT-7"

Integration into the solution "1C-Rarus: PROF softphone"

• Ability to integrate with telecommunications (CTI) - office telephony, the SMS, the fax, web applications and the websites on the platform 1C-Bitrix, the organizations deleted (office) and autonomous (the notebook or the PDA) jobs.

"1C:CRM" is a universal cross-industry product which suits both to the companies with frequent short sellings, and to the companies with rare and long sellings.

Consolidation "1C:CRM" in single solution with industry products of 1C Company allows to receive ready industry CRM solutions and to considerably reduce automation project cost.

you can obtain more detailed information on the solutions "1C:CRM":

• by phone number +7 (495) 223-04-04;
• on the e-mail address: CRM@rarus.ru.

We are always glad to help you with the choice!

2014: 1C:CRM STANDARD 2.0

On February 19, 2014 the companies "1C-Rarus" and firm "1C" announced release of upgraded version 2.0 of a system "the 1C:CRM STANDARD. A set on 5 users".

Description

The release is aimed at small businesses. According to developers, new edition of the program will help with solving of tasks, connected with the organization of work with clients and partners in the small companies. And, the company can conduct implementation independently.

In comparison with the first edition of the solution, developers prepared a number of improvements. It is an opportunity to integrate a system with office telephone systems – digital both the IP PBX – and SIP providers of cloud telephony. Enhanced capabilities of work with e-mail are included, numerous wishes of users are considered.

For carrying out automation the optimal feature set, helping to solve demanded problems at communication with clients is provided. Management of the customer base provides collecting of all data on customers in uniform storage with fixing of detailed characteristics of each contact person. A system allows to manage contacts, to keep account of a contact history, to register customer needs, to communicate quickly between employees in the company, to plan contacts and meetings.

"1C:CRM STANDARD 2.0" will help to enter operational time-management into the companies – to delegate and control execution of instructions, to coordinate work of employees. A system will help to describe uniform design templates of sales of goods, to manage quickly them and to analyze "a funnel of sales". The standard block on the organization of marketing work includes opportunities for segmentation of clients, formations of electronic mailings, carrying out telephone call-downs, including "cold calls".

The program provides opportunities for multiple factor analysis of contacts and sales, statuses of work with clients, includes reports on performing discipline of employees.

The convenience of work with a system consists available notifications on desktops, concealment of redundant information, integration of a system into e-mail, group data processing, differentiation of access rights to information and other useful opportunities. Address qualifiers, the reference information, external files of text, tabular and mail formats are loaded into the program. The solution implements data exchange with "1C: Accounting", consolidation in a single system with the 1C: Small Business Management program is possible.

2014: 1C:CRM STANDARD. A set on 5 users

On July 15, 2014 it became known - 1C-Rarus and 1C Company released the solution "the 1C:CRM STANDARD. A set on 5 users" in three options of delivery: in the electronic version, from an equipment room (USB key) and program protection.

The release of the new version "1C:CRM STANDARD 2.0" offers users several advantages:

• Existence of electronic delivery of "1C:CRM STANDARD 2.0" (together with keys).

• Distribution of a product and documentation to it on electronic communication channels.

• Opportunity to users of "1C:CRM STANDARD 2.0" to make free transition (upgrade) to more "powerful" solutions - "1C:CRM" of PROF version 2.0 and KORP 2.0.

• Maintenance of users within an electronic subscription to the ITS Online.

With receipt in sale of electronic deliveries of a system "the 1C:CRM STANDARD. A set on 5 users" it is possible to load independently the program via the Internet, and to obtain security keys and the license by e-mail.

For the users who chose traditional (boxed) delivery options are possible:

• Solution "1C:CRM STANDARD. A set on 5 users" with program protection. The instruction and an envelope with PIN codes for obtaining the program license is included in the package.
• Solution "1C:CRM STANDARD. A set on 5 users (USB)" with hardware protection. The instruction and the USB security key is included in the package.

Integration into Google Apps

On July 25, 2014 it became known of integration of software products of the 1C:CRM family and the Google Apps system.

Users the using both of these systems, can be sure of seamless integration of e-mail and events in the calendar, regardless of in what of systems the relevant data are created.

Vendors consider that they "1C:CRM" and Google Apps will give to managers and heads an opportunity to work with a large number of tasks at the same time. Integration will help to avoid errors at transfer of documents.

Initiators of the project of integration of the company "1C-Rarus" and Daklaudz - the authorized reseller Google in structure "1C-Rarus".

Integration is available to all users of "1C:CRM", since release 2.0.8.2 above.