Sberbank Factoring (1C:CRM KORP)

2019: Implementation 1C:CRM KORP

Objectives:

• All information from primary search of potential clients, until customer satisfaction assessment according to the results of the transaction should is performed in the unified information system;
• All transactions should be reflected in CRM, on each delivery it has to be visible at what stage there is a transaction;
• Analysts by categories of products and clients are necessary;
• It is necessary to start processes on work with the customer base and potential clients.

Tasks:

• build schedule system of interactions with potential clients and store the history of relationship;
• automate and optimize business processes of collecting of documents on clients depending on the client's segment;
• integrate 1C:CRM with an internal CRM system of SAFO bank for receiving up-to-date data to clients and requests.

At implementation faced the following:

• uncertainty and concern of business;
• lack of the project, responsible for implementation, from business,
• the sproblema connected with high-speed performance of a system which managed to be solved during the project

Project Results:

• the client's card under specifics of business is configured;
• integration with the SAFO system on accounting of factoring transactions is executed;
• process of qualification of the client using additional properties is configured;
• integration with mail is executed;
• more than 30.000 clients are loaded
• business processes by divisions are implemented;
• all documents according to the transaction are loaded into a system, displayed in a convenient type and unloaded in external systems;
• problem definition by clients is implemented;
• efficiency analysis of work of the manager on a funnel of sales via the block of the analysis a work indicator;
• fast obtaining information on transactions without tasks, transactions with overdue tasks are visible
• report on activity of work of the manager;
• tracking of quantity of the tasks which are carried out in a day by managers;
• tracking of partners without transactions;
• viewing and analytics of a cause of failure of clients;
• tracking of all addresses of the Client (not to lose, not to forget);
• analytics according to addresses (where at what Stage we hang up, what is the time we spend, loading of employees, volume of requests);
• work through email - the General desktop with a pool of all letters and personal requests;
• search of clients on: to the domain, e-mail address, name, TIN;
• flexible work with requests of clients:
• display of open requests of the client;
• identification of requests by number from el. letters;
• Re-open of requests;
• vsevzaimodeystviye with the client are displayed in the client's card by requests.