Okata (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 OKATA LLC

Automation business processes of sales and interaction with customers in LLC "" OKATA is carried out with the help of 1C:Enterprise 8. Trade and Customer Relationship Management (CRM)"." As a result, the response time to incoming requests has decreased, and the number of successful transactions has increased.

OKATA LLC sells automotive equipment from European manufacturers: van locks, truck gate loops, bar locks, rigging rails and much more.

To automate regulated and operational accounting, the company used 1C software products. To cover all accounting areas and work effectively with each customer, there was not enough CRM system.

Through the implementation of CRM, the company's management planned to improve sales management business processes, ensure strict compliance with order deadlines, introduce personal responsibility for managers for work, and strengthen management control.

Partner and integrator of the software product "1C:Enterprise 8. Trade and Customer Relations Management (CRM) "became 1C-Rarus. The selected information system fully meets the needs of OKATA LLC, the project fits into the budget and timing of automation.

After preparing the information base for work, setting accounting parameters, entering reference information, users were trained and started full-fledged work.

Automation results:

• Information on the company's customers is stored. The possibility of loss of contact data is excluded;
• The process of working with incoming requests is standardized. Transparency and control of work with each customer has appeared;
• With the help of CRM, it was possible to eliminate customer losses as a result of the long processing of incoming applications, the customer dump was reduced, and the number of successful transactions increased;
• The program helps to build relationships not only with buyers, the work of the purchasing department manager has improved. Due to the ability to analyze the conditions of different partners, it is possible to choose the most profitable and fastest delivery times;
• With the help of analytical reports "1C:Enterprise 8. Trade and Customer Relationship Management (CRM) "management quickly receives data on financial performance and sales.

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

Customer Feedback

We have applied to 1C-Rarus for the automation of activities on 1C:Enterprise 8 platform.

Our organization has decided to use the software product "1C:Enterprise 8. Trade and Customer Relations Management (CRM) "for the purpose of automated accounting according to Russian legislation standards.

The system was put into commercial operation in 03.02.2022.

Our organization decided to use the software product "1C: Trade and Customer Relationship Management (CRM)" in order to organize the work of all departments in a single information space in accordance with the concept of customer orientation.

The company's specialists conducted a professional presentation of the program, during which we were convinced of its functionality to its current needs.

Our choice of 1C: Sales and Customer Relationship Management (CRM) program was mainly influenced by the following product capabilities:

• Customer Relationship Management (CRM)
• automation of the company's business processes;
• Customer Order Management
• Automate sales, purchasing, and inventory management processes
• supply and pricing management;
• Sales and purchasing planning, activity scheduling
• managing, marketing planning and conducting marketing campaigns,
• customer service management;
• Expanded customer base analysis, joint analysis of settlements, turnover, and customer relationship history
• Monitoring and analysis of the effectiveness of trading, service and marketing activities.

We have chosen 1C-Rarus as the most well-known company on the market, having positive recommendations from clients, a wide staff of highly qualified consultants, a high-quality technical support service.

Software Product "1C:Enterprise 8. Trade and Customer Relationship Management (CRM) "has an understandable and friendly interface, easy to use. As a result of its implementation, the efficiency of automated services improved, the time for routine operations was reduced, and the quality of staff work improved. Using 1C:Enterprise 8 system programs successfully, we recommend that other companies also become users of these programs.