Integration with a virtual ATC “VegaTelecom” for "1С:Підприємство" configurations on controlled forms (UT 3, UNF 1.6 and others)
Возможность позвонить с карточки клиента.
Получение информации о клиенте при активном звонке.
Сохранение истории разговоров в карточке клиентов:
возможность воспроизведения записи разговора;
автоматическое заполнения источника информации по установленному соответствию наших номеров телефонов источникам информации.
Информация о пропущенных звонках за указанное количество дней, организация перезвона.
Синхронизация клиентов "1С:Підприємство" с клиентами "ВегаТелеком":
регулярная выгрузка измененных и новых клиентов из "1С:Підприємство" в "ВегаТелеком";
передача с "1С:Підприємство"
в "ВегаТелеком" привязки клиента к менеджеру.
IndustryATP, transport managementPrinting housesWholesaleMedical clinics, medical institutionsRent of equipment for rentService station, car service, sale of spare parts and carsOnline storeTourism CategoryAdditional settingsControlled formsIP-telephony TypeManagement Accounting CofigurationsTrade Management3Management of a small companyAccounting for Ukraine2.0СRМ from "1С:Підприємство"ERP: Enterprise Management 2.0Beauty Salon 2.0СRМ 2.0 from Rarus
1. Getting information about the client with the active call.
Fig.1. The main panel of the module "Integration of "1С:Підприємство" with VegaTelecom".
Information on the current call, contacts of employees, leads, contacts
counterparties, call log, missed calls.
The ability to open a customer card and contact person during dialing or an active phone call by clicking the "Information on the active call" button or the quick "Num +" button.Pay attention that the counterparty card can be opened during an incoming call until the phone is picked up.
The ability to automatically create an “Event” or “Phone call” document with the filling of the business partner and contact person, in which you can make records of the phone call. After the end of the call from this document, you can open the audio recording of the conversation, the recording opens in the browser and is not stored in the "1С:Підприємство" database.
Fig.1.2. The appearance of the document "Event". Button "Listen to the recording of conversation".
2. Dialing from the counterparty card.
Fig. 2. Counterparty card, "Call" button.
3. Saving the history of conversations in the counterparty card.
The ability to automatically download incoming and outgoing calls to "1С:Підприємство" in the form of documents "Event" with the definition of the counterparty, contact person and responsible person of "our" organization. From the counterparty card or contact person, you can view the call history and listen to audio recordings of conversations.
Fig. 3. Document Journal "Interactions. Phone Calls". Call History.
4. Information about missed calls, working off missed calls.
Fig.4. Information about missed calls. Card missed call, the ability to call back.
5. Filling the source of information in documents "Events (phone calls), as well as in lead cards".
The source of information is determined by the specified correspondences for our telephone numbers in the information register "Correspondence of our telephone numbers to information sources" . This register introduces correspondence to the information sources of our telephone numbers connected to the Virtual ATC. According to the given correspondences, the source of information is filled in in the documents "Events (phone calls)", as well as in the lead card.
Configuring the correspondence of our telephone numbers to information sources is set in the "Settings" menu of processing "Virtual ATC", on the tab "Correspondence of our phones to information sources" (Fig. 5).
Fig. 5. Filling in the correspondence of our phones to information sources in the main form of processing "Virtual ATC" of the "Settings" menu.
6. Synchronization of contacts in "1С:Підприємство" and VegaTelecom. Synchronization of "1С:Підприємство" users with users in VegaTelecom.
The function allows you to synchronize counterparties, contact persons of counterparties "1С:Підприємство" with clients of VegaTelecom, and also bind clients of VegaTelecom to responsible managers, whose phones will receive calls. "VegaTelecom". Counterparty data that is transferred to the "VegaTelecom":
responsible managers to whom to transfer calls.
Fig. 6. Synchronization of "1С:Підприємство" employees with VegaTelecom employees, synchronization of counterparties.
The list of functions for synchronization of contractors (Fig. 6) and employees of "1С:Підприємство":
Employee Synchronization; performs a comparison of employees "1С:Підприємство" with managers in the "VegaTelecom", for which contractors are assigned.
"Uploading changed counterparties" ; performs unloading only changed or new counterparties. Processing is also performed in the routine task every 10 minutes, by default.
“Full unloading of counterparties”; performs full unloading of all counterparties from "1С:Підприємство" to VegaTelecom, this operation is performed once when the “"1С:Підприємство" with VegaTelecom Integration ”module is implemented
7. Quick lead creation for incoming call.
Fig. 7. Journal "Leads". Lead card (potential buyer).
The setting is implemented as a separate subsystem "Lead Management" , not included in the main delivery of the "Integration "1С:Підприємство" with "VegaTelecom" module. The setting allows you to keep records of potential buyers who have not bought anything yet. Leads are classified into: hot, warm, cold, unpromising. If a lead becomes a customer, then on the basis of the lead card an element of the “Counterparties” directory is created and the lead card closes automatically.
Thus, contacts remain in active leads that have never become buyers or the phone number is not entered into contact of any counterparty.
How to set up, which configurations are suitable for
Technically, the configuration is made as a separate subsystem. However, the typical configuration changes only in a few places where it is necessary.
The setting can be integrated into any "1С:Підприємство" configurations, where there are phone numbers and the type of document that can play the role of a Phone Call document, for example, an Event document or Phone Call document. There are solutions for typical configurations:
ERP: Enterprise Management, Revision 2.0;
Trade management, edition 3.0;
Trade management, edition 3.1;
Management of a small firm;
CPM from Rarus;
CPM from "1С:Підприємство";
The solution is localized for Ukrainian and Russian languages.
Requirements for the "1С:Підприємство" platform: release 188.8.131.52 or newer.
Solution cost, UAH.
Module "Integration with a virtual automatic telephone exchange "VegaTelecom". (We provide instructions for users and the administrator)
Work on integration into the customer’s configuration. (2 hours if the customer’s basic configuration is one of the typical configurations listed above).
Consultations, if you need help updating the working configuration of the database and oral consultations on the modules, minimum time: 1 hour.
We credit the deposit and write off further as consultations are provided.