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

2021: Implementation of the solution "1C: Enterprise 8. Trade and Customer Relationship Management (CRM) "

Automation Results:

• 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 deals without tasks, see deals with overdue tasks forecast sales based on deals in funnel report on manager activity
• Tracking the number of tasks performed per day in the section of managers tracking counterparties without deals viewing and analytics of the reason of customer refusal ability to determine the channel of lead receipt 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 differences in actions on different stages of the funnel filter on new and current customers the ability to build different funnels. For example, for new customers and separately for existing customers, evaluate the potential volume of transactions won and the benefits received. Register the process of preliminary interaction with the buyer and evaluate the effectiveness of the process, evaluate the effectiveness of the sales department.

The following works were carried out:

• Set up and implement a solution
• Creating Interfaces and User Rights Sets
• Basic Program Settings to Start Accounting
• Assistance in entering initial balances
• Customer Individual Training