Unipharm (1C: TRAC CRM)

2016: Implementation 1C: CRM Prof.

The following functions are automated:

• Ordering Buyers
• Settlements with buyers
• Monitoring and analysis of key performance indicators
• Consolidation of data
• Management accounting
• Record-keeping and storage of documents
• Accounting and control of execution of orders
• Time & Attendance
• Accounting of contracts
• Customer Relationship Management (CRM)

Work on adaptation of the model solution:

• Sales Business Processes Implemented by Product Category
• Client base processes are described and regulated
• Distribution of client base to cold\warm\hot
• Store all communication information in one place
• Configured client qualification process using advanced properties
• Track the number of daily tasks performed by managers
• Track counterparties without deals
• View and analyze the cause of customer failure

Support: preferential support 1C: ITS is issued.

Other project 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: what 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 transactions without tasks, transactions with overdue tasks are visible
• Forecast of sales based on deals in funnel
• Manager Activity Report
• Track the number of daily tasks performed by managers
• Track counterparties without deals
• View and analyze the cause of customer failure
• Ability to determine the lead arrival channel
• 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 action differences as possible for different stages of the funnel
• Filter on new and current customers, the ability to build different funnels: for example, on new customers and separately on existing customers
• Ability to assess the potential volume of transactions won and the benefits gained
• Register the process of preliminary interaction with the buyer and evaluate the effectiveness of the process, evaluate the effectiveness of the sales department