Managing sales and customer relationship management", series 1C:ERP Academy

Author: Kudinov A.V., Mironenko A. A. Publisher in Russia: 1C-Publishingpage: 16.09.2019 ISBN: 978-5-9677-2913-3

Based on Russian and international experience of the implementation and use of CRM solutions, the authors provide answers to a number of key issues about the methods of building a customer-oriented company.

The book is addressed to a wide circle of readers: business owners, executives and managers of companies that are thinking about implementing customer-centric technologies has already chosen and implemented CRM system at the company, consultants for the implementation of information systems.

Presented in the book organization methods of sales, marketing and customer service includes examples of automation using "1C:ERP. The management of the enterprise" and "1C:CRM. Module for 1C:ERP or 1C:KA".

Provides the use of 1C:CRM in conjunction with 1C:ERP in the integrated project of enterprise automation. When sharing the 1C:CRM extends the capabilities of 1C:ERP in the field of customer relationship management.

This publication is a series of "1C:ERP Academy", other books which are also recommended to study to understand the processes occurring in companies and their relationship. In the publications series of the theory is illustrated by practical descriptions of software "1C". Classic definitions are accompanied by screenshots of their concrete implementations in the program.

The contents of the book:

• Chapter 1. What is CRM?
• Chapter 2. About CRM seriously
• Chapter 3. CRM functionality
• Chapter 4. Main criteria for selecting a CRM system
• Chapter 5. Example for project and order activities
• Chapter 6. Sample for wholesale trade, work with network clients
• Chapter 7. Technology implementation of CRM system
• Chapter 8. Practical advice on project management of CRM implementation
• Appendix 1. Glossary
• Appendix 2. The list of recommended literature and other sources on the subject of CRM
• Appendix 3. A step by step plan of implementing a CRM and a template action plan for the implementation of CRM