CB Management and Consulting (1C:Enterprise 8. Trade and Customer Relationship Management (CRM))

2021: Automation of accounting using PP "1C:Enterprise 8. Management of Trade and Customer Relations (CRM) "in CB Management and Consulting LLC

To improve the work with the client base, CB Management and Consulting LLC implemented the software product 1C:Enterprise 8. Trade and Customer Relationship Management (CRM). " As a result, the response time to incoming customer requests was reduced, routine operations and the process of preparing management reporting were automated.

CB Management and Consulting LLC is engaged in asset management of mutual investment funds, non-governmental pension funds and trust management of assets on the basis of individual trust management agreements.

To improve the efficiency of interaction with the client base, the company's management decided to implement a CRM system. At the time of the decision, no dedicated software resources were used to plan the customer experience.

The choice of software was made in favor of "1C:Enterprise 8. Trade and Customer Relationship Management (CRM). " The work on the supply and start-up of the system was entrusted to the specialists of 1C-Rarus.

The information base united the work of all employees of the company, the number of users of the system is 100 people.

Project results:

• The process of working with incoming requests has been improved. The time from fixing the initial appeal to concluding a contract has decreased;
• A unified system for storing information about the company's customers has been created, the data is structured. It takes no more than 5 seconds to find the desired counterparty;
• Due to competent planning of work in CRM, the number of requests with the subsequent conclusion of the contract has increased;
• The ability to analyze and select the target audience with information system mechanisms is used for marketing activities. The effectiveness of such events has become higher;
• Labor-intensive, similar operations and duplication of information are automated. Employees have more time for analytical work and interaction with customers;
• The system allows you to prioritize tasks, quickly solve urgent issues and primarily deal with active customers;
• The time for the preparation of management reports has decreased, since there is no need to collect analytics from different files and tables, from "1C:Enterprise 8. Trade and Customer Relationship Management (CRM) "reports are generated automatically with the specified detail.

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