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Integration with a virtual ATC “Phonet” for "1С:Підприємство" configurations on managed forms

  • Возможность позвонить с карточки клиента.
  • Получение информации о клиенте при активном звонке (по нажатию клавиши "+" на цифровой клавиатуре).
  • 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 "Фонет":
    • регулярная выгрузка измененных и новых клиентов из "1С:Підприємство" в "Фонет";
    • передача с "1С:Підприємство" в "Фонет" привязки клиента к менеджеру.



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  Virtual ATC Integration  
Type Management Accounting  
Cofigurations BAS Trade Management, редакція 3.2  Management of a small company  Accounting for Ukraine, edition 2.0  СRМ 2.0 from Rarus  ERP: Enterprise Management, edition 2.0  СRМ 2.0 from "1C:Підприємство"  BAS Integrated enterprise management  Trade Management for Russia, edition 11  Medicine. Dental Clinic, revision 1.0  BAS Small business  
Integration with a virtual ATC “Phonet” for "1С:Підприємство" configurations on managed forms
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UAH 2 000
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Full description

The list of functions of the module "Integration with virtual ATC" Phonet "for "1С:Підприємство" configurations on managed forms:




More about features


1. Getting information about the client with the active call.


Fig.1. The main panel of the module "Integration of "1С:Підприємство" with Phonet".

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 Phonet. Synchronization of "1С:Підприємство" users with users in Phonet.

The function allows you to synchronize counterparties, contact persons of counterparties "1С:Підприємство" with clients of Phonet, and also bind clients of Phonet to responsible managers, whose phones will receive calls. "Phonet". Counterparty data that is transferred to the "Phonet":

  • name;
  • phones;
  • responsible managers to whom to transfer calls.

Fig. 6. Synchronization of "1С:Підприємство" employees with Phonet 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 "Phonet", 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 Phonet, this operation is performed once when the “"1С:Підприємство" with Phonet 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" Phonet "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. 



8. Creating a buyer's order when receiving information about the current call. Opening an order journal for the current counterparty (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, if the current call is active, if the option "Open a new customer order" is enabled, then when you click the "Information on the current call" or the key combination "Num +", a new document "Customer order" opens with the counterparty filled out and the contact person (Fig. 8) of the counterparty the order book for this counterparty can be opened (Fig. 9), if the corresponding setting is enabled in the settings of this module.


Fig. 8. Creating a customer order document for a given customer.




Fig. 9. Opening a customer order journal for a given customer.


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;
  • BAS Management of Trading, revision 3.2;
  • BAS Complex management of enterprises;
  • BAS Small business - implemented on the extension;
  • Trade management, edition 3.1;
  • Management of a small company, revision 1.4;
  • Management of a small company, revision 1.6;
  • Management of a small company (UNF), revision from 1.6.8 to 1.6.11 - implemented on the extension;
  • CPM from Rarus;
  • CPM from "1С:Підприємство";
  • Other configurations.


The solution is localized for Ukrainian and Russian languages.
Requirements for the "1С:Підприємство" platform: release 8.2.19.121 or newer.


Filling in the module settings "Integration "1С:Підприємство" with Phonet"

 


Solution cost, UAH.

1.   Module "Integration with virtual ATC "Phonet". (We provide instructions for users and the administrator, video instructions on how to fill in the initial settings to start using the module)

  2000
2. Module «Lead management»    

  3000
3. Integration work into the customer's configuration. (4 hours if the customer's basic configuration is one of the typical configurations listed above) .   3200
4. Installing modules on a working database, filling in the initial settings, consulting on setting up access rights and on how modules work.
   800
  Total:   9000  
     
   Integration time 4 days.  
     
     
   

The cost of the solution, if the modules are supplied as an extension ("UNF 1.6.8" and higher, "BAS Small business"), UAH.

 
1. Extension of the module "Integration with virtual ATC "Phonet". (We provide instructions for users and the administrator, instructions for installing the extension. Video instructions for filling in the initial settings)      2000
2. Module «Lead management»       3000
3. Consultation on installing the extension and filling in the initial settings in the customer's configuration. (2 hours)      1600
  Total:       6600
     
    Integration time 2 days. 
 


Additional module functionality:


 

 Price, UAH

1.
 Automatic raising of the client’s card and call download (via http service)
  6000
2.
 Organization of automatic chimes for missed calls   4000
3.  Creating a buyer's order when receiving information about the current call. Opening an order journal for the current counterparty      2000
4.  Opportunity to work under several contracts with a virtual ATC within the same "1С:Підприємство" database
  3000


The rights to the module are reserved (certificate No. 76364). We provide favorable conditions for cooperation for partners.

Developer: NCT
www.nct.ua
info@nct.ua
 










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