Integration with a virtual ATC "Binotel" for "1С:Підприємство" configurations on conventional forms (MTE, PM, TM, revision 2.3, AU, revision 1.2 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 «Бинотел», а также отправленных из «Бинотел»;
автоматическое заполнения источника информации по установленному соответствию наших номеров телефонов источникам информации;
Состояние внутренних линий пользователей (активный, разговаривает, вне сети) на «Бинотел»:
возможность позвонить на другую внутреннюю линию;
возможность перевести текущий активный звонок на другую внутреннюю линию.
Информация о пропущенных звонках за указанное количество дней, организация перезвона.
Синхронизация клиентов "1С:Підприємство" с клиентами «Бинотел»:
регулярная выгрузка измененных и новых клиентов из "1С:Підприємство" в «Бинотел»;
передача с "1С:Підприємство" в «Бинотел» 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 status of internal lines, the ability to translate the call, contacts of employees, leads, contacts of counterparties, call records, missed calls.
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 quick button "Ctrl+Q". Pay attention: the card of the counterparty is opened when the phone was picked up, that is, with an already active call.
Possibility of automatic creation of the document "Event" or "Phone call" with the filling of the counterparty and the contact person, in which you can make entries about the phone 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". The buttons "call, listen and save a conversation record".
2. Dialing from a 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 the responsible person of "our" organization. From the counterparty card or contact person, you can view the history of calls, listen to the audio recordings of conversations and download the conversation record file.
Fig. 3. Counterparty card. Call history.
4. Information on the status of internal telephone lines, transfer of a call, a call on an internal line.
Fig. 4. Information on the status of internal telephone lines (online, offline, busy), call transfer, calls to internal lines.
5. Information about missed calls, working off missed calls.
Fig.5. Information about missed calls. The missed call card, the ability to call back.
6. 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. 6).
Fig. 6. Filling in the correspondence of our phones to information sources in the main form of processing “Virtual ATC” of the “Settings” menu.
7. Synchronization of contacts in "1С:Підприємство" and Binotel. Synchronization of users "1С:Підприємство" with users in Binotel.
The function allows you to synchronize counterparties, contacts of counterparties "1С:Підприємство" with customers of "Binotel", and also bind customers "Binotel" to responsible managers whose phones will be addressed to calls. When you change the data on the counterparties, the data is updated in the "Binotel". Data of the counterparty, which are transferred to "Binotel":
responsible manager, to whom to translate calls.
Fig. 7. Synchronization of employees "1С:Підприємство" and Binotel, synchronization of counterparties.
The list of functions for synchronizing counterparties (fig. 7) and employees of "1С:Підприємство":
"Synchronization of employees"; performs comparison of employees "1С:Підприємство" with managers in "Binotel", behind which the contractors are assigned.
"Unloading of changed counterparties"; performs unloading only changed or new counterparties. Processing is also performed in the routine every 10 minutes, by default.
"Full unloading of counterparties"; performs full unloading of all counterparties from "1С:Підприємство" to "Binotel", this operation is performed once when the module "Integration "1С:Підприємство" with Binotel"
8. Quick creation of a lead with an incoming call.
Fig. 8. The magazine "Leads". Lead card (potential buyer).
The configuration is implemented as a separate Lead Management subsystem, which is not included in the main delivery of the Integration "1С:Підприємство" with Binotel module. The setting allows you to keep track of potential buyers who have not bought anything yet. Leads 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.
9. Creating a buyer's order when receiving information about the current call (optional paid module).
This functionality is enabled in the "Open:" setting, which is located below 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. 9), if the corresponding setting is enabled in the settings of this module.
Fig.9. Creating a document "Buyer's Order" and opening a journal of orders for this client.
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 for Ukraine, version 1.2;
The solution is localized for Ukrainian and Russian languages.
Requirements for the "1С:Підприємство" platform: release 126.96.36.199 or newer.
Filling in the settings of the module "Integration of "1С:Підприємство" with Binotel"
Solution cost, UAH.
Module "Integration with a virtual ATC "Binotel". (We provide instructions for users and the administrator, video instructions on how to fill in the initial settings to start using the module)
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.