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Module "Lead Management" for "1С:Підприємство" configurations on regular forms (UTP 1.2.34.1, SCP, UT 2.3.25.1, BU 1.2 and others)

Functionality of the Lead Management module:

  • Accounting for the lead database (potential customers).
    • Automatic creation of lead cards when receiving calls from a virtual ATC;
    • Automatic closing of lead cards;
      • when creating a counterparty on the basis of the lead card (in this case, information from the lead card is transferred to the counterparty card);
      • when saving the phone number indicated in the lead card in the counterparty’s card.
    • Call history in the lead card.

  • Lead synchronization with virtual ATC clients, uploading new or changed leads to the virtual ATC.

  • Separation of leads by information sources.

  • Lead Statistics Report. Classification by sources of information, by responsible managers. Indicators in the report: Conversion of leads to counterparties, number of events by leads, number of new leads. (as an additional solution: lead funnel (the sum of orders, sales, payments, profit)).

  • Separation of leads by status - Hot, warm, cold, unpromising.

  • Automatic call planning by leader, depending on status (hot, warm, cold). For each status, the number of days through which the event is scheduled is set.

  • Creating tasks for users from the lead card.

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Industry ATP, transport management  Printing houses  Wholesale  Medical clinics, medical institutions  Rent of equipment for rent  Service station, car service, sale of spare parts and cars  Online store  Tourism  
Category Additional settings  Common forms  IP-telephony  
Type Management Accounting  
Cofigurations Trade management  Manufacturing enterprise management  Trade Management2.3  СRМ 1.4 from Rarus  
UAH 3 000
Buy  


 
Integration of "1C:Підприємство" with Bitrix 24. Integration of the standard solution from Bitrix 24

Integration of a standard solution from Bitrix 24 for the integration of Bitrix 24 with "1C:Підприємство".

The main scenario that is supported for account exchange :

1) Accounts are created on the CRM side.
2) Accounts when a certain status is reached are sent to "1C:Підприємство".
3) On the "1C:Підприємство" side, payment of the invoice or its shipment can be made, the composition of the invoice goods can be changed, their cost and quantity. All this data will be automatically sent to the CRM with the next synchronization.
4) The same changes on the CRM side will lead to changes in the corresponding orders in "1C:Підприємство".

The main commodity exchange scenario :

The exchange of goods is realized unilateral, i.e. The changes are monitored only on the "1C:Підприємство" side, and when synchronized these changes fall into the CRM.

The basic settings are performed on the "Trade Management" side

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Industry Bitrix  
Category Additional settings  Common forms  Controlled forms  
Type Management Accounting  
Cofigurations Trade Management3  СRМ from 1С  
UAH 8 000
Buy  


 
Distributor of technologies and equipment for renewable energy

Solved problems within the project:


  • CRM implementation;

  • Pricing. Price lists of suppliers and the remains of goods from suppliers; 

  • Transport logistics; 

  • Integration of "1C:Підприємство" with the site. Works on the side of the site;

  • Record keeping.


Configuration: "Trade management (UT)" + "CPM 1.4 from "Rarus"".

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Industry Wholesale  
Category Common forms  
Type Management Accounting  
Cofigurations Trade Management2.3  СRМ 1.4 from Rarus  
UAH 0
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Online store of plumbing and heating equipment

Solved problems within the project: 



Configuration: "Management of trade enterprise (MTE)" + "CPM 1.4 from "Rarus"". 

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Industry Wholesale  Online store  
Category Common forms  
Type Management Accounting  
Cofigurations Trade management  СRМ 1.4 from Rarus  
UAH 0
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Online store metal

Solved problems within the project:

  • Delivery Portfolio;

  • Production planning;

  • Uploading balances to the site.



Configuration: "Management of a manufacturing enterprise (UPP)".


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Industry Production  Online store  
Category Common forms  
Type Management Accounting  
Cofigurations Manufacturing enterprise management  
UAH 0
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Company group. Activity: Production and sale of personal protective equipment

Solved problems within the project:



Configuration: "Management of a trade enterprise (MTE)".
 



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Industry Production  Wholesale  
Category Common forms  
Type Management Accounting  
Cofigurations Trade management  СRМ 1.4 from Rarus  
UAH 0
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Интернет-магазин по продаже одежды

Решенные задачи в рамках проекта:


Конфигурация: "Управління торгівлею, редакція 3.0".


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Industry Wholesale  Online store  
Category Controlled forms  
Type Management Accounting  
Cofigurations Trade Management3  
UAH 0
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Travel Company

Solved problems within the project:



Configuration: "Accounting, edition 1.2".




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Industry Tourism  
Category Common forms  
Type Management Accounting  
Cofigurations Accounting for Ukraine1.2  
UAH 0
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Travel agency

Solved problems within the project:


  • Implementation module "Tourism"
  • Integration with air ticket and railway software (Amadeus, UZH);
  • Access control;
  • Automated accounting of payment status in payment documents; 

  • Record keeping.


Configuration: "Management of trade enterprise (MTE)" + "Module Tourism".

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Industry Tourism  
Category Common forms  
Type Management Accounting  
Cofigurations Trade management  
UAH 0
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Connecting "Google Tag Manager" for analytics "E-Commerce"

Google Tag Manager

The product is useful for marketers and SEO professionals. Allows live analysis of sales, customer interest in a particular product, which allows you to better predict and plan sales. The tool is also useful for SEO, so that it allows you to see not just traffic, but also problem areas. For example, to increase the "comfort" and/or "usability" of your site. 
Handy free tool, thanks to which you will have more time and resources to work with marketing campaigns.
With it, you'll be able to manage all your tags and customize your mobile apps - you do not have to disconnect your IT professionals to write or change the code on the site.

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Industry Bitrix  
Category Additional settings  
Type Management Accounting  
Cofigurations
UAH 9 000
Buy  


 
Download calls to "1C:Підприємство" from the virtual ATC "Binotel" in real time via the API "Call Completed" + data "Get Call" and data from the service "Call Tracking"

Download calls to "1C:Підприємство" from the virtual ATC "Binotel" in real time via the API "Call Completed" + data "Get Call" and data from the service "Call Tracking"


Solution functional:
  • Download in "1C:Підприємство" calls from the virtual ATC "Binotel" in real time through the API Binotel "CALL COMPLETED".

  • Downloading "1C:Підприємство" call information:

    • by GetCall (calls that were ordered via the widget on the site);

    • by CallTracking (incoming calls on CallTracking service).

  • Event report (phone calls) with GetCall and CallTracking data.

The solution is an additional functionality to the “Integration of "1C:Підприємство" with Virtual ATC “Binotel” module, for configurations on managed and common "1C:Підприємство" forms:

  1. Integration with virtual ATC “Binotel” for "1C:Підприємство" configurations on common forms (UTP, UPP, UT, revision 2.3, BU, revision 1.4, and others)

  2. Integration with virtual ATC “Binotel” for "1C:Підприємство" configurations on managed forms (UT 3.1, UNF and others)


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Industry ATP, transport management  Production  Printing houses  Wholesale  Medical clinics, medical institutions  Rent of equipment for rent  Service station, car service, sale of spare parts and cars  Online store  Tourism  
Category Common forms  Controlled forms  
Type Management Accounting  
Cofigurations Trade management  Manufacturing enterprise management  Trade Management2.3  Trade Management3  Management of a small company  Accounting for Ukraine2.0  СRМ 1.4 from Rarus  СRМ from 1С  ERP: Enterprise Management 2.0  Beauty Salon 2.0  СRМ 2.0 from Rarus  Accounting for Kazakhstan 3.0  Accounting for Ukraine1.2  
UAH 3 000
Buy  


 
Automatic raising of the client’s card in the "1C:Підприємство" integration module with virtual ATC (with http service)

  • Automatic raising (opening) of a client card upon an incoming call;

  • When transferring a call, if the “Open event” user is set for the active call, then the user who transfers the call automatically closes the event, and the event opens to the user who the call is transferred to. (The first user of the event opened automatically with an active call).

  • Download calls in real time at the end of a call on a virtual ATC.

Since from the server "1С:Enterprise" side we cannot manage the processes on the client side (for example: open the document form of an arbitrary active user "1С:Enterprise") for this purpose this solution is used.
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Industry ATP, transport management  Production  Printing houses  Wholesale  Medical clinics, medical institutions  Rent of equipment for rent  Service station, car service, sale of spare parts and cars  Online store  Tourism  
Category Common forms  Controlled forms  
Type Management Accounting  
Cofigurations Trade management  Manufacturing enterprise management  Trade Management2.3  Trade Management3  Management of a small company  Accounting for Ukraine2.0  СRМ 1.4 from Rarus  СRМ from 1С  ERP: Enterprise Management 2.0  Beauty Salon 2.0  СRМ 2.0 from Rarus  Accounting for Kazakhstan 3.0  Accounting for Ukraine1.2  
UAH 4 000
Buy  


 
Integration with a virtual ATC "Stream Telecom" for "1С:Підприємство" configurations on conventional forms (MTE, MME, TM revision 2.3, Acc revision 1.4 and others)

  • The ability to call from the customer card.
  • Getting information about the client with the active call.
  • Saving the history of conversations in the customer card.
    • the ability to play a conversation recording;
    • preservation of the history of sms-messages received on our phone numbers in StreamTelecom, as well as sent from StreamTelecom;
    • automatic filling of the source of information according to the established correspondence of our telephone numbers to the sources of information;
  • The state of user internal lines (active, talking, offline) on StreamTelecom:
    • the ability to call another internal line;
    • the ability to transfer the current active call to another extension.
  • Uploading customer orders from "1С:Підприємство" to SRM StreamTelecom:
    • the ability to synchronize the nomenclature of "1С:Підприємство" and CPM "StreamTelecom".
  • Information about missed calls for a specified number of days, the organization of the chime.
  • Synchronization of "1С:Підприємство" clients with StreamTelecom clients:
    • regular unloading of modified and new customers from "1С:Підприємство" to StreamTelecom;
    • transfer from "1С:Підприємство" in "StreamTelecom" binding the client to the manager.
More...

Industry ATP, transport management  Printing houses  Wholesale  Medical clinics, medical institutions  Rent of equipment for rent  Service station, car service, sale of spare parts and cars  Online store  Tourism  
Category Additional settings  Common forms  IP-telephony  
Type Management Accounting  
Cofigurations Trade management  Manufacturing enterprise management  Trade Management2.3  СRМ 1.4 from Rarus  Accounting for Ukraine1.2  
UAH 2 000
Buy  


 
Integration with Virtual ATC "Stream Telecom"

  • The ability to call from the customer card.
  • Getting information about the client with the active call.
  • Saving the history of conversations in the customer card.
    • the ability to play a conversation recording;
    • preservation of the history of sms-messages received on our phone numbers in StreamTelecom, as well as sent from StreamTelecom;
    • automatic filling of the source of information according to the established correspondence of our telephone numbers to the sources of information;
  • The state of user internal lines (active, talking, offline) on StreamTelecom:
    • the ability to call another internal line;
    • the ability to transfer the current active call to another extension.
  • Uploading customer orders from "1С:Підприємство" to SRM StreamTelecom:
    • вthe ability to synchronize the nomenclature of "1С:Підприємство" and CPM "StreamTelecom".
  • Information about missed calls for a specified number of days, the organization of the chime.
  • Synchronization of "1С:Підприємство" clients with StreamTelecom clients:
    • regular unloading of modified and new customers from "1С:Підприємство" to StreamTelecom;
    • transfer from"1С:Підприємство" in "StreamTelecom" binding the client to the manager.
More...

Industry ATP, transport management  Printing houses  Wholesale  Medical clinics, medical institutions  Rent of equipment for rent  Service station, car service, sale of spare parts and cars  Online store  Tourism  
Category Additional settings  Controlled forms  IP-telephony  
Type Management Accounting  
Cofigurations Trade Management3  Management of a small company  Accounting for Ukraine2.0  СRМ from 1С  ERP: Enterprise Management 2.0  Beauty Salon 2.0  СRМ 2.0 from Rarus  
UAH 2 000
Buy  


 
Integration with a virtual ATC "VegaTelecom" for "1С:Підприємство" configurations on conventional forms (MTE, PM, TM, revision 2.3, AU, revision 1.4 and others)

  • The ability to call from the customer card.
  • Getting information about the client with the active call.
  • Saving the history of conversations in the customer card:
    • the ability to play a conversation recording;
    • automatic filling of the source of information according to the established correspondence of our telephone numbers to the sources of information.
  • Information about missed calls for a specified number of days, the organization of the chime.
  • Synchronization of "1С:Підприємство" clients with VegaTelecom clients:
    • regular unloading of modified and new customers from "1С:Підприємство" to VegaTelecom;
    • transfer from "1С:Підприємство" to "VegaTelecom" of client binding to the manager.
More...

Industry ATP, transport management  Printing houses  Wholesale  Medical clinics, medical institutions  Rent of equipment for rent  Service station, car service, sale of spare parts and cars  Online store  Tourism  
Category Additional settings  Common forms  IP-telephony  
Type Management Accounting  
Cofigurations Trade management  Manufacturing enterprise management  Trade Management2.3  СRМ 1.4 from Rarus  Accounting for Ukraine1.2  
UAH 2 000
Buy