At "The plant of metal products" in Solikamsk the CRM system is implemented

On December 28, 2018 IRIS company announced implementation of the CRM system on Zavode metallicheskikh izdely LLC (Solikamsk).

Main objectives of implementation.

• increase in transparency of business processes at the level of the company (including systematization of the knowledge base about products, new products to facilitate understanding of processes by employees)
• understanding of load of sales department by specialists
• management tool and analysis of a funnel of sales
• simplification of work of specialists by creation of the single database about clients with detailed information on everyone
• possibility of planning of the list of clients for commission of calls: according to the diagram of shipments having receivables, "sleeping"
• possibility of carrying out base of clients by the specialist of independent assessment: how many left
• arrived how often the client what range takes how many works is shipped
• possibility of assessment of reliability of the client by the set criteria: stability (number of orders), lack of receivables, order amount gain
• possibility of report generation on receivables and works with receivables: mailing to debtors of reminders on payment using e-mail
• possibility of informing clients on the status of request to see the status of approval of the request by the client (manual mode)
• possibility of storage in the system of the entering / outgoing calls of clients, correspondences with them

The implemented software product "1C:CRM. Edition 3.0. PROF" allowed to solve assigned tasks by setup of the corresponding templates of business processes, reports, services, systematization of the knowledge base about products, creations of the single database of clients with analytics on each client.

With the CRM system up-to-date information about products of the enterprise, the complete analytics on clients and transactions became available to work at the same time to all 8 employees of sales department of the customer, and their work is transparent for the management.

Functionality of a system

Two processes of integration are given: transfer of initial data and creation of the mechanism on integration between 1C systems: CRM and the application solution 1C: Integrated Automation existing at the enterprise.

Integration of the CRM functions is made at the level of data exchange of reference books and a part of documents, the following standard and configured mechanisms are implemented:

• management of the customer base
• contact management
• job control, instructions
• business processes
• sales management
• management of marketing
• control of work of personnel

For solving of tasks on system implementation of 1C:CRM the project office which part the customer's employees (the chapter the manager, the head of the sales department, the system administrator) and the contractor were was created (the chapter the manager, the curator of the project, programmers). Over the project also employed specialists of Avtomatization ucheta-Inform LLC.

Terms

The plan of implementation included 5 stages for a period of 50 working days, in reality process took a little more time. The complexity was that consolidation of data on partners and the nomenclature came from diverse bases, issues on integration were long resolved: what should be included and how exactly. The remoteness of the customer and the intensive mode of its work affected efficiency of accomplishment of assigned tasks.