Integration and configuration of ERP Creatio
The short TZ
Industry: transport logistics (no own transport)
The business processes:
The hierarchy in the company: Timlider > Project Manager > Director
Sections in the system:
Number 1 Marketing
2nd CRM
No. 3 Finance
No. 4 Wages and Human Resources
Number 1 Marketing
Input of the customer:
The social network
Googles
Recommendations
System Action: Automatic order fixation in CRM or manual order fixation in CRM
2nd CRM
Action of the Project Manager at the first contact with the customer:
- contact with the client by phone identifying the need for negotiations - promise to return with information (cost, presentation, etc.), if the negotiations have been successful.If not successful, the second touch according to the established rule
The action of the project manager after a successful touch with the customer:
- calculating the cost of the order through the calculator, on our website (RateGo).You need to integrate the calculator into the CRM.
Forming and sending an offer in a beautiful form (send by mail or messenger)
negotiations with the customer
Action of the project manager when receiving the order:
Delivery of the contract and Applications to the customer Control of the signature of documents
Implementation of the received order - transfer of the order to the Dispatcher for the search for the necessary transport and the dispute of transport
Action of the Inspector:
- search for transport according to the terms of order Transportation control - check of arrival of car on cargo >> check of cargo documents >> instructions of the driver >> check of arrival to the customs terminal (if goods are transported between countries (not the European Union) ) >> check of arrival to the warehouse of cargo >> check of receipt of documents
The project manager must see the processes of the Director's work in the system.The project and the director work in close connection.
No. 3 Finance
Automatic account forming on the basis of the amounts entered into transactions (order cost + dop costs) Accounting income of expenditure through integration with the bank
Integration with the tax system (Ukraine, Netherlands, USA)
No. 4 Wages and Human Resources
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