Cristanval (1C: CRM. Module for 1C: ERP and 1C: KA2)

2021

The following works were performed:

• Advice on selection software and options for its support
• Installing Software on Customer Computers
• Collection and analysis of customer requirements for the automated system
• Work Milestones Planning, Work Scheduling
• Creating Interfaces and User Rights Sets
• Technical implementation of specific features of accounting and control in the automation system (adaptation)
• Initial settings of standard/industry solution (program) to start record keeping
• Remote User Training
• Work on adaptation of the model solution:
• 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: what 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, for new customers and separately for existing customers to 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 functions are automated:

• Management Accounting and Costing by ABC
• Monitoring and analysis of key performance indicators
• Data analysis and forecasting
• Management accounting
• Customer Relationship Management (CRM)
• Time & Attendance
• Ordering Buyers
• Pricing, price lists
• ABC/XYZ Sales Analysis
• Planning of sales
• Retail trade
• Automation of business processes

Maintenance: 1C: ITS preferential support issued

Implementation Objectives:

• collection, maintenance of a centralized database of clients,
• reducing the number of information gaps in business processes,
• Backlog accounting of managers' activities,
• increasing the number of attracted and returned customers and the overall increase in loyalty of existing customers.

Results:

• Client reporting accelerated by up to 1 minutes
• activity is established and the development of new partners is monitored
• normalized item directories, partners, related companies