The Center for Housing Ecology Company

Project: sales automation in a single window mode with extensive integration with 1C

Sale and installation of air purifiers, air conditioners, supply ventilation systems with air purification, oxygen generators, etc.

Tasks

To ensure that managers work with orders in a single window mode;
To ensure the automatic generation of all documents on orders in 1C and in AMBER CRM and the exchange of created documents between systems.

Implemented solution on the AMBER platform

  • All information about the client from receipt of the order to its implementation is consolidated in a single window.
  • The details and addresses of the client are pulled from the Data service by INN or name.
  • Integration with the Grotem service used by the courier service has been configured.
  • From the order card, the manager can create an application for the forwarder.
  • Auto-distribution of orders by responsible persons according to internal regulations has been set up.
  • Two-way integration with 1C is set up:
  • counterparties and orders are created on the AMBER side;
  • The order number is generated in 1C and transmitted to AMBER;
  • The implementation with all relevant documents is initiated from AMBER, the transaction documents are generated in 1C and transferred to AMBER, from where they can be printed with a signature and seal;
  • Payment data is transmitted from 1C.
    • counterparties and orders are created on the AMBER side;
    • The order number is generated in 1C and transmitted to AMBER;
    • The implementation with all relevant documents is initiated from AMBER, the transaction documents are generated in 1C and transferred to AMBER, from where they can be printed with a signature and seal;
    • Payment data is transmitted from 1C.

Result

If earlier the manager spent about 1 hour in total on placing an order and related documentation
, now it takes from 2 to 5 minutes.

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