Distributor of technologies and equipment for renewable energy

Solved problems within the project:

• CRM implementation:

• Installed, implemented the configuration of "CRM 1.4 from Rarus".
• Work of users from tasks is organized. 
• Integration with virtual ATC "Binotel".
• Automation module "Management Leads". Setting up sales leads by lead (lead, order, sales, payment). Lead separation by source.   
• Configure SMS distribution, Email Mailing counterparties. Organization automatically send SMS messages when document statuses change (customer orders).
• Customization reminders in BAS on events, examples: "Received payment from the buyer", "Send the TTN number to the buyer", "Received the goods at the buyer's order".
• Setting "Email client".

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

• Organization of fully automatic distribution of price lists to customers.
• Report "Payment schedule".
• Customization "Automatic closing of reserves".
• Automatic forming a digest sales of goods for maximum shelf life.

• Transport logistics:

• Installing the "New Mail" module.

• Integration of BAS with the site. Works on the side of the site:

• Exchange with Bitrix24.
• Organized by web client access to the database. Client program "Alternative".
• ODATA service is connected. PowerBi Integration.

• Record keeping.

• Automation of financial results. Enterprise Management Balance.

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

Number of users in BAS: 50-60.