This is a program for managing sales and customer relationships — from the first contact with a lead to closing a deal and subsequent service support. The solution is adapted to Kazakhstani realities and integrates with 1C:Accounting and 1C:Trade Management, so that data on customers, sales, and money lives in a single circuit, rather than in scattered tables and managers' correspondence.
Who it's for
The product is relevant for companies that have a sales department and a clear deal cycle: from application to invoice and shipment. These are trading companies, distributors, service companies, retail with active work with regular customers. It is also useful for managers who want to see the sales funnel and the work of managers not in words, but in numbers, and marketers who need data for segmentation and personalized offers.
If sales in a company involve one or two people and all customer records fit in a notebook or Excel, implementing a CRM may turn out to be excessive in terms of time spent on implementation and training.
What tasks it solves and what's included
- Lead and deal management — recording inquiries, tracking the customer's path from first contact to deal, so that no application is lost.
- Planning and conducting marketing campaigns — with subsequent evaluation of their effectiveness.
- Collection and analysis of customer data: purchase history, preferences, interaction history — the basis for personalized offers.
- Analytics and KPIs — monitoring sales performance indicators and employee performance to adjust tactics in time.
- A unified circuit with accounting and trade — data is not duplicated manually, information exchange between sales, warehouse, and accounting departments happens automatically.
- Compliance with Kazakhstani legislation — support for tenge, local tax rates, and reporting.
- Mobile application (iOS and Android) — for working with customers outside the office.
- Data protection and support during implementation and operation.
When it's worth getting it, and when it's not needed
It makes sense to get it if the number of your customers and deals is growing, and it's already difficult to control who promised what to whom and at what stage the negotiations are; if managers lose applications or forget to call back; if a transparent funnel is needed for the manager and data for marketing. It's also logical to implement it if you already have 1C:Accounting or 1C:Trade Management — then the CRM integrates into the existing circuit without unnecessary integration headaches.
It's not needed if sales are one-off, the customer base is small and stable, and the sales process is simple — then the complexity and cost of implementing a CRM won't pay off.
For implementation, it's worth immediately budgeting for a 1C:ITS agreement — this is regular and prompt support from the 1C company together with the partner, without which the boxed product quickly loses the relevance of updates and consultation support. Also, at the 1C Training Center No. 5, employees can be trained to work in the system — store directors, managers, administrators, and marketers.
Frequently asked questions
Does CRM replace 1C:Accounting?
No, these are different systems with different tasks: CRM manages sales and customers, accounting — record-keeping and reporting. They integrate with each other, but do not replace one another.
Is training needed to get started?
The interface is intuitive, but for full use of all tools (analytics, KPIs, campaigns), it's better to undergo training — this will speed up implementation and reduce the number of errors at the start of work.
Is it suitable for a small company?
Technically yes, but it's economically justified when there is a sales department and a volume of deals that is difficult to control manually.