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

2020: Automation of operational accounting in the company "Phoenix Plast" LLC with the help of PP "1C: Trade and Customer Relations Management (CRM)"

Phoenix Plast LLC offers complex solutions for the polymer industry, providing better performance, protected by qualified technical support, as well as energy saving, as an investment in time.

Management prioritizes customer orientation and high-quality performance of work tasks in the company's work. To ensure these components, the well-coordinated work of employees of different departments is important.

It was decided to improve interaction within the company and organize sales management using the automated accounting system "1C: Trade and Customer Relations Management (CRM)," 1C-Rarus specialists from Nizhny Novgorod were involved in implementation work.

The work on the launch and configuration of the information system was carried out within the agreed time frame, the program was installed at user workplaces, the customer's wishes in terms of setting accounting parameters and user roles were taken into account. Using the standard functionality of the digital solution, business processes for sales management have been launched, and a quotation template has been set up. From the previously used spreadsheets, the elements of the directories "Counterparties" with addresses, phones and contacts are loaded.

The unified information base combines the work of sales managers, procurement department, accounting, the head of the company uses 1C to receive daily management reports.

Project results:

• Information on the company's customers is standardized and consolidated. Confusion and data loss excluded;
• Order appeared in the sales process. There are more orders completed, and the load on employees is reduced, because there is no need to spend time figuring out the details of the project, everything is reflected in the working CRM system;
• The advantages of automation were also felt by the clients of Phoenix Plast LLC, responses to requests began to arrive faster, a personal approach is often offered in the implementation of the project, the quality of services is constantly growing. Therefore, the volume of repeated calls and the influx of new clients on recommendation increased;
• Accounting and control of settlements with customers has been simplified, managers see the timing of payments and work with buyers. The volume of receivables decreased.

Functions

The following functions are automated:

• Settlements with customers
• Customer Ordering
• Ordering suppliers
• Sales Planning
• Calculation of standard cost of orders
• Product Redundancy
• Customer Relationship Management (CRM)
• Supplier Relationship Management
• Warehouse Inventory Management
• Inventory Receipt Accounting
• Inventory Sales Accounting

Maintenance

Preferential support for 1S:ITS has been issued.

Works performed

The following works were performed:

• Entry of initial residues/help in entering initial residues
• Consulting on the choice of software and options for its maintenance
• Initial Settings for Standard/Industry Solution (Program) to Start Accounting
• Selling Selected Products
• Collect and analyze customer requirements for the automated system
• Creating User Rights Interfaces and Sets