Customers: Gofromir Contractors: AKAM Product: 1C: CRM CORPProject date: 2019/10 - 2019/11
Number of licenses: 16
|
2019
The following functions are automated:
- Industry-specific planning
- Financial analysis
- Management Accounting and Costing by ABC
- Balanced BSC scorecard
- Data analysis and forecasting
- Consolidation of data
- Management accounting
- Time & Attendance
- Employee Employment Planning - Leave and/or Other Activities
- Automation of business processes
- Customer Relationship Management (CRM)
Work on adaptation of the model solution:
- Sales Business Processes Implemented
- Client base processes are described and regulated
- Distribution of client base to cold\warm\hot
- Store all communication information in one place
- Configured client qualification process using advanced properties
- Track the number of daily tasks performed by managers
- Track counterparties without deals
- View and analyze the cause of customer failure
Maintenance:
- Consulting on technical issues of working with software products "" 1C""
- 1C: ITS preferential support issued
- Using the Internet version of ITS and the Internet services of ITS
Description
- Store all communication information in one place
- Configured client qualification process using advanced properties
- Client segmentation configured
- Sales Business Processes Implemented by Product Category
- Client base processes are described and regulated
- Distribution of client base to cold\warm\hot
- The entire process from the first contact of the prospective buyer to the moment of purchase is displayed in the system.
- You can always see at what stage of the sales funnel the customer is, there is an impact on the closing speed of the transaction
- Getting information quickly: how your employees are currently doing, the ability to set group tasks for them through the system and check their effectiveness
- Sales Funnel Manager Performance Analysis
- Implementation of tasks in the context of clients
- Quickly get information about transactions without tasks, transactions with overdue tasks are visible
- Forecast of sales based on deals in funnel
- Manager Activity Report
- Track the number of daily tasks performed by managers
- Track counterparties without deals
- View and analyze the cause of customer failure
- Ability to determine the lead arrival channel
- Ability to evaluate the quality of advertising channels and campaigns
- Lead redistribution function (ability to transfer a customer to another seller)
- Manager Activity Report. Planning activities in such a way that there are as few action differences as possible for different stages of the funnel
- Filter for new and current clients
- The ability to build different funnels. For example, by new customers and separately by existing customers
- Assess the potential volume of transactions won and the benefits gained
- Registration of the process of preliminary interaction with the buyer and evaluation of the process performance
- Evaluating Sales Performance
The following works were performed:
- Program/System Training:
- Customer Office Individual Training
- Customer Office Team Training
- Customization and Implementation of Generic/Industry Software:
- Creating Interfaces and User Rights Sets
- Initial settings of standard/industry solution (program) to start record keeping
- Collection and analysis of customer requirements for the automated system
- Technical implementation of specific features of accounting and control in the automation system (adaptation)
- Work Milestones Planning, Work Scheduling
- Methodological support of specific features of accounting and control in the automation system (requirements for adaptation)
- Consulting on software selection and maintenance options
- Delivery of software products to the customer's office
- Installing Software on Customer Computers
- Sell Selected Software Products