1C-Rarus has built an end-to-end sales process in the STT business unit

2024: Creation of a customer interaction system at IVS

The project of creating a unified system of interaction with customers in the IVS company (part of the SST Group of Companies) has been completed. With "1C:CRM. The module for 1C: ERP, "built into the enterprise management system, regulates sales business processes. Order processing is 25% faster. 1C-Rarus announced this on March 26, 2024.

IVS is a comprehensive supplier of solutions for safety and comfort: heating systems based on electrical heating cables, water leakage control systems and flexible corrugated stainless steel pipes, electric warm floors and electrical installation products.

The company is part of the Special Systems and Technologies Group of Companies (SST Group of Companies). SST Group of Companies is included in the TOP 3 world manufacturers of cable heating systems.

Earlier, IVS used a third-party CRM solution that was not integrated with the accounting system. The interaction of divisions and the transfer of data were difficult. The process was broken when it was necessary to send an invoice to the client for payment, monitor shipments and draw up closing documents. Sales managers had to work in several windows, spend extra time and duplicate information.

The number of customers grew, the structural structure of the IVS sales group changed. It was necessary to combine metrics from accounting and trading systems, systematize the customer base and achieve transparency of all stages of transactions.

They decided to build a unified system of interaction with customers on the basis of "1C:CRM. Module for 1C: ERP. " The module is seamlessly integrated into the 1C:ERP enterprise management system, where 50 IVS employees work.

Project results

• Regulated sales business processes. Users work on a clearly configured roadmap.
• Kanban board is implemented for automatic setting, coordination and control of tasks. When certain conditions pass, the transaction proceeds to the next stage. The system reminds you of delayed and expired tasks.
• A unified system of working with clients has been created: from the entry of interest into the company to the issuance of cargo and the return of signed documents from the client. Throughout the chain of interest, end-to-end interaction between b2b sales, sales support, procurement and logistics, warehouse complex, and paperwork has been built.
• Combined customer interests coming from different channels. It became possible to track the client's path from the initial appeal to the execution of the implementation.
• It became possible to promptly receive sales analytics: the number of interests and transaction amounts at each stage of the funnel and for each manager, the timing of shipments of goods, agreements reached.
• Reduce warehouse and sales support labor costs by 30% by improving collaboration, eliminating duplication of operations, and minimizing manual labor.
• 25% faster order processing. About 500-600 documents are created per day, including: customer interest - 250 pieces; Sales order - 100 pieces sales, orders and others - 250 pcs. The entire document chain is drawn up in one window mode.

Шаблон:Quote 'author = said Alexey Shitov, Operations Director, IVS LLC.

2022: Automate customer relationship management and sales management with "1C:CRM. Module for 1C:ERP and 1S:KA2 in SSTinvest LLC

About Customer and Project

Implementation: At the 1CCRM production facility, LLC "" ССТinvest helped increase the number of transactions, reduce the response time of managers to customer requests and provide management of analytical reporting for effective sales management.

SSTinvest LLC is engaged in the production of electrical distribution and control equipment.

As an accounting system, the enterprise has introduced the 1C:ERP Enterprise Management software product. The next stage in the development of the IT infrastructure was the organization of accounting for work with the client base.

Previously, disparate information resources were used to maintain sales, generate reporting, and manage marketing activities. To improve the process of interaction with customers, it was necessary to combine data on the results of negotiations, the formation and approval of commercial proposals, planned purchases in a single accounting base. It was important for management to strengthen control over the fulfillment of contractual obligations and influence the results of decision-making on cooperation on the part of customers.

The accounting system is "1C:CRM. Module for 1C:ERP and 1C: КА2. " The choice was influenced by the fact that the program contains the necessary functionality and integrates into "1C: ERP."

The project ended in the summer of 2022. At the time of commissioning, the 1C:CRM program was used by 50 users working with customers from different departments of the company.

As a result of the project, all tasks for building relationships with customers are automated: from fixing the results of initial negotiations, planning various stages of work, agreeing on a commercial offer to closing the transaction. Launched a tool for analyzing the effectiveness of marketing activities. The customer information provided in the program is consolidated into reports and helps management analyze and manage sales.

Economics for 1C: CRM:

• The quality and completeness of the collected information on customers has improved;
• The number of successful transactions increased by 10%;
• The reaction time to the request of potential buyers was reduced by 50%;
• Analytical reports on sales, manager load, marketing results are generated 2 times faster.

Functions

The following functions are automated:

• Customer Relationship Management (CRM)

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