FPG Infinity (1C:Enterprise 8. Trade and Customer Relationship Management (CRM))

2022: Automation of accounting using PP "1C:Enterprise 8. Trade and Customer Relations Management (CRM) "at FPG Infinity LLC

About Customer and Project

Automation of work with the client base in the company FPG Infinity LLC was carried out on the basis of "1C:Enterprise 8. Trade and Customer Relationship Management (CRM). " As a result, the quality and speed of order processing increased, the volume of receivables decreased.

LLC FPG Infinity provides its clients with advice on business activities and business management.

With a large flow of customers, the staff has an understanding that it is necessary to create an information environment for working with the client base. The use of spreadsheets and individual managers' calendars had a number of drawbacks: it slowed down the transfer of information between employees, limited the pace of development of the company.

After analyzing the information systems market, the management of FPG Infinity LLC settled on the 1C: Enterprise 8 solution. Trade and Customer Relationship Management (CRM). " The advantages of 1C are obvious - this is the wide functionality, speed and attractive price of the software.

The partner for the implementation of the program was 1C-Rarus.

Before the start of the project, the following goals were indicated:

• Improving the quality and speed of order processing;
• Reflection of end-to-end processes of interaction with the customer from initial negotiations to closing of works under the contract;
• Ensure that customer information, supporting documents and files are stored;
• Implementation of tools for monitoring the work of specialists by the management of FPG Infinity LLC.

1C-Rarus specialists ensured a quick and painless transition to 1C. Interaction took place in an online format, users got acquainted with the program, consulting support was carried out without reducing the amount of work performed and stopping operational processes.

Among the results of automation, solving problems:

• Maintaining end-to-end accounting from the first call to the full fulfillment of obligations under the contract;
• Ability to analyze the transaction at each stage, work with reasons for failures;
• Create a single customer interaction calendar;
• Automation of specialist load distribution;
• The ability to access and calculate employee KPIs.

Implementation Economic Effects "1C:Enterprise 8. Trade and Customer Relationship Management (CRM) ":

• Reduce labor costs by 10%;
• Acceleration of management reporting by 50%;
• 20% increase in application processing time;
• Reduction of receivables by 10%.

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