Industrial Investments, Moscow

2021: Automation of accounting using PP "1C:Enterprise 8. Trade and Customer Relations Management (CRM) "at Industrial Investments LLC

Project Description

Industrial Investments LLC is engaged in services in the field of finance and investment.

To build work with the Company's clients, a tool for planning contacts and finalizing transactions was required. The use of individual managers' calendars and summary spreadsheets for all customers as the Company's turnover increased has shown inefficiency. To analyze the situation for projects, it was necessary to request information, control its provision. It was impossible to track the status of working with Customers without asking managers. It is difficult to manage a business without operational information, and market conditions require quick and competent management decisions.

Software the management of Industrial Investments LLC chose together with specialists. During 1C-Rarus the negotiations and demonstration, a decision was made in favor of the configuration 1C:Enterprise 8. Trade and Customer Relationship Management (CRM)"."

The following system implementation activities have been performed:

• Delivery and installation of the program on users' work computers
• Setting Up the Information Base
• Employee training

The goals to improve the Customer experience have been achieved. Data is stored in one place and reports are available for analysis at any time. Benefits: minimizes the risk of loss of information, agreements reached on the time of the call, meetings, and the provision of information are respected. Scheduling working hours has become more efficient. It became possible to analyze the client base, compile a selection according to the specified criteria for conducting marketing activities. The pricing mechanism included in the system is used, preparation of price lists now takes less time, discount mechanisms for regular customers are automatically used at checkout. Management uses the program's analysis reports to monitor the company's performance.

The implementation phase has been successfully completed. Cooperation continues within the framework of the support agreement, consulting services and regular updates of the information base "1C:Enterprise 8. Trade and Customer Relationship Management (CRM). "

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