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)
Возможность позвонить с карточки клиента.
Получение информации о клиенте при активном звонке.
Сохранение истории разговоров в карточке клиентов.
возможность воспроизведения записи разговора;
сохранение истории sms-сообщений, полученных на наши номера телефонов в «СтримТелеком», а также отправленных из «СтримТелеком»;
автоматическое заполнения источника информации по установленному соответствию наших номеров телефонов источникам информации;
Состояние внутренних линий пользователей (активный, разговаривает, вне сети) на «СтримТелеком»:
возможность позвонить на другую внутреннюю линию;
возможность перевести текущий активный звонок на другую внутреннюю линию.
Выгрузка заказов покупателей из "1С:Підприємство" в СРМ «СтримТелеком»:
возможность синхронизации номенклатуры "1С:Підприємство" и СРМ «СтримТелеком».
Информация о пропущенных звонках за указанное количество дней, организация перезвона.
Синхронизация клиентов "1С:Підприємство" с клиентами «СтримТелеком»:
регулярная выгрузка измененных и новых клиентов из "1С:Підприємство" в «СтримТелеком»;
передача с "1С:Підприємство" в «СтримТелеком» 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 settingsCommon formsIP-telephony TypeManagement Accounting CofigurationsTrade managementManufacturing enterprise managementTrade Management2.3СRМ 1.4 from RarusAccounting for Ukraine1.2
1. Receiving customer information with active call.
Fig.1. The main panel of the module. Information on the current call.
The possibility of opening a customer card and contact person during a phone call by clicking the button "Information on an active call" or a key combination «Ctrl+Q».
Possibility of automatic creation of the document "Event" or "Phone call" with the filling of the counterparty and the contact person, in which it is possible to make records about the telephone call. After the end of the call from this document, you can open an audio recording of the conversation, the record is opened in the browser and "1С:Підприємство" is not stored in the database.
Fig.1.2. Appearance of the document "Event". Button "Listen to the recording of a conversation".
2. Dialing from a costomer 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 a counterparty , a contact person and the responsible person of "our" organization. From the counterparty card or contact person, you can view the call history and listen to audio conversations.
Fig. 3. Counterparty card. Call history.
4. Information on the status of internal telephone lines, a call to the internal line.
Fig. 4. Information on the status of internal telephone lines, calls to internal lines.
5. Filling the source of information in the 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 sources of information 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 StreamTelecom. Synchronization of "1С:Підприємство" users with users in StreamTelecom.
The function allows you to synchronize counterparties, "1С:Підприємство" counterparty contacts with StreamTelecom customers, and also link StreamTelecom clients to responsible managers whose phones will be addressed with calls. If you change the data on the counterparties, the data is updated in Stream Stream. Data of the counterparty that are transferred to StreamTelecom:
responsible manager, to whom to translate calls.
Fig. 6. Synchronization of employees "1С:Підприємство" and StreamTelecom, synchronization of counterparties.
The list of functions for synchronizing counterparties (Figure 6) and employees of "1С:Підприємство":
"Synchronization of employees": performs a comparison of employees "1С:Підприємство" with managers in StreamTelecom, which are assigned to counterparties.
"Unloading the changed counterparties": only uploads the changed or new counterparties. Processing is also performed in the scheduled task every 10 minutes, by default.
"Full unloading of counterparties": performs full unloading of all counterparties from "1С:Підприємство" to "StreamTelecom", this operation is performed once when the module "Integration "1С:Підприємство" with StreamTelecom" is implemented
7. Quick creation of a lead with an incoming call.
Fig. 7. The panel "Virtual ATC". Lead card (potential buyer).
The configuration is implemented as a separate subsystem "Lead Management", which is not included in the main delivery of the Integration "1С:Підприємство" with StreamTelecom module. The setting allows you to keep track of potential buyers who have not bought anything yet. Lida classified into: hot, warm, cold, unpromising. If the lead becomes the buyer, then on the basis of the lead card an element of the directory "Accounts" is created and the lead card closes automatically.
Thus, in active leads there are contacts that never became buyers or the telephone number is not brought into contact with any counterparty.
8. Creating a customer order when receiving information about the current call (additional paid functionality).
This functionality is turned on in the "Open:" setting, which is located at the bottom of the "Current Call" tab of the "Virtual ATC" panel, a menu item has been added: "New customer order" to the list of "What to open when an active call" ("Do not open anything" , "Customer Card", "Event (phone call)"). Thus, with an active current call, if the option "Open a new customer order" is enabled, then when you click the "Information on the current call" or the key combination "Ctrl + Q", a new document "Customer order" opens with the counterparty filled out and the contact person of the counterparty , the order book for this counterparty can also be opened (Fig. 8), if the corresponding setting is enabled in the settings of this module.
Fig. 8. Creation of the document "Customer Order" and opening the order book for this customer.
How to configure, for which configurations is appropriate
Technically, the configuration is in the form of a separate subsystem. In this case, the typical configuration changes only in a few places where it is necessary.
The configuration can be integrated into any "1С:Підприємство" configurations, where there are phone numbers and the kind of document that can play the role of the "Phone Call" document, for example, an "Event" document or a "Phone Call" document. There are solutions for typical configurations:
Managing a trading enterprise;
Managing a manufacturing enterprise;
Trade Management, Edition 2.3;
Accounting, Revision 1.2;
CRM from Rarus;
CRM from "1С:Підприємство";
The solution is localized for Ukrainian and Russian languages.
Requirements for the "1С:Підприємство" platform: release 188.8.131.52 or later.
Solution cost, UAH.
Module "Integration with a virtual ATC "StreamTelecom". (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 it to the deposit and write it off further as consultations are provided.