Large Russian manufacturer of flexible packaging and plastic wrap

Implemented our solution

1. 1. Automating Sales Department processes.
   
   The customer company has chosen one of its European branches for process automation. When launching a new sales line it was crucial for the customer to build all the lead transfer processes and the developed BPM system was suited just for that.
   
   For lead processing a unified system was built allowing all stages from placing a request to its evaluation by manager and creating a business proposal be performed in one place. In Creatio each request moves through the following path:
   
   1.   Upon receiving a request a Sales Department employee creates a customer’s card containing the name of the company, the request and the cost of the order.
   2.   The card is passed on to the head of the Sales Department, who decides whether the company will work with this request and appoints a person in charge.
   3.   The Sales Manager in charge, taking the new information into account, creates a business proposal and after signing the contract, passes the card to the accounting department for invoicing.
   
   Terrasoft’s Creatio allowed to quickly engage new employees into work: each new employee has access to the customer’s information and communication history. If a Sales Department employee keeps all customer’s information in a notepad the company faces a risk of losing clients’ database. Storing leads in Creatio helps avoid such risks.
   
   As a result, all client data — company name, request, budget, terms — is stored in a unified system.
2. 2. Integrating the BPM system into 1C and Navision.
   
   Prior to the implementation of the BPM system all client data was stored in 1C and Navision, but those systems were not synchronized. A client’s info and details used to be input differently in both systems resulting in mismatching names, addresses and payment details. This often caused various billing problems and duplicated client info.
   
   BPM system acts as a unified client registry that routes further to 1C and Navision.
   Accordingly, the accountants and the Production Division do not have to create new cards in 1C and Navision anymore but only revise the information from Creatio. As a result, there are no duplicate cards, 1C and Navision do not contain unnecessary info, and specialists using these systems do not have to input client data manually. It all looks quite simple for the Sales Department, too: transferring a lead to the next stage is just a push of a “Transfer to 1C” or “Transfer to Navision” button.
3. 3. Helping launch the Service Desk.
   
   The customer is now using Terrasoft’s Creatio not only for sales automation purposes but also for the Service Desk.
   
   The company’s IT Service is able to process 1C and Navision user requests in a unified BPM system. ICL Services specialists conducted an IT process audit and made recommendations on the Service Desk organization. The customer then chose Creatio, set up user support process and launched it out-of-the-box. ICL Services is now closing the third line of support and is giving recommendations on the system processes that have been set up.