• The ability to call from the customer card.
  

• Getting information about the client with the active call.

• Saving the history of conversations in the customer card:
• the ability to play a conversation recording;
• preservation of the history of sms-messages received on our phone numbers in Binotel, as well as those sent from Binotel;
• automatic filling of the source of information according to the established correspondence of our telephone numbers to the sources of information;
  

• The state of user internal lines (active, talking, offline) on Binotel:
• the ability to call another internal line;
• the ability to transfer the current active call to another extension.

Creating business processes in the "1C: Enterprise" mode:

Business process "Cyclic formation of customer orders"

The business process organizes control on the formation of customer orders according to the established cycle for the counterparty. Examples of cycles: every month / week, every Thursday, every two weeks on Monday, every month, etc.

Business processes are automatically formed according to the established cyclicality for the counterparty or the counterpart's outlet, immediately starting and the process starts to run according to a predetermined pattern - the counterparty’s debt is checked, if there is no debt, the assigned order task is assigned to the assigned manager, the solution of which is assigned to amount of time. The manager will not miss this task, or she will be in overdue tasks, and his manager will be able to control it.

Jobs may be interesting

If you need to control the billing of customers according to periodic individual schedules for customers.

Screenshots based on the configuration of CRM 1.4 from Rarus will be shown below. As an example, a similar process can be organized in any configurations where there is the concept of an account or a customer’s order.

• Automatic raising (opening) of a client card upon an incoming call;

• When transferring a call, if the “Open event” user is set for the active call, then the user who transfers the call automatically closes the event, and the event opens to the user who the call is transferred to. (The first user of the event opened automatically with an active call).

• Automatic formation of the Lida reference book
• Lead classification for: hot, warm, cold
• Closing a lead by transferring it to a counterparty

• The ability to call from the customer card.

• Getting information about the client with the active call.

• Saving the history of conversations in the customer card:
• the ability to play a conversation recording;
• automatic filling of the source of information according to the established correspondence of our telephone numbers to the sources of information.
  

• Information about missed calls for a specified number of days, the organization of the chime.

• Synchronization of 1C 8 clients with VegaTelecom clients:
• regular unloading of modified and new customers from 1C to VegaTelecom;
• transfer from "1C" to "VegaTelecom" of client binding to the manager.

• Automatic formation of the Lead reference book
• Lead classification for: hot, warm, cold
• Closure of a lead by transferring it to a counterparty

• Saving the history of conversations in the customer card:
• the ability to play a conversation recording;
• automatic filling of the source of information according to the established correspondence of our telephone numbers to the sources of information.
  

• Information about missed calls for a specified number of days, the organization of the chime.

• Synchronization of 1C 8 clients with VegaTelecom clients:
• regular unloading of modified and new customers from 1C to VegaTelecom;
• transfer from "1C" to "VegaTelecom" of client binding to the manager.

• The ability to call from the customer card.

• Getting information about the client with the active call.

• Saving the history of conversations in the customer card:
• the ability to play a conversation recording;
• automatic filling of the source of information according to the established correspondence of our telephone numbers to the sources of information.
  

• Information about missed calls for a specified number of days, the organization of the chime.

• Synchronization of 1C 8 clients with Phonet clients:
• regular unloading of modified and new customers from 1C to Phonet;
• transfer from "1C" to "Phonet" of client binding to the manager.

• The ability to call from the customer card.

• Getting information about the client with the active call.

• Saving the history of conversations in the customer card:
• the ability to play a conversation recording;
• automatic filling of the source of information according to the established correspondence of our telephone numbers to the sources of information.
  

• Information about missed calls for a specified number of days, the organization of the chime.

• Synchronization of 1C 8 clients with Phonet clients:
• regular unloading of modified and new customers from 1C to Phonet;
• transfer from "1C" to "Phonet" of client binding to the manager.

• The ability to call from the customer card.
• Getting information about the client with the active call.
• Saving the history of conversations in the customer card:
• the ability to play a conversation recording;
• preservation of the history of sms-messages received on our phone numbers in Binotel, as well as those sent from Binotel;
• automatic filling of the source of information according to the established correspondence of our telephone numbers to the sources of information;
• The state of user internal lines (active, talking, offline) on Binotel:
• the ability to call another internal line;
• the ability to transfer the current active call to another extension.
• Information about missed calls for a specified number of days, the organization of the chime.
• Synchronization of “1C 8” clients with “Binotel” clients:
• regular unloading of modified and new customers from 1C to Binotel;
• transfer from "1C" in "Binotel" binding the client to the manager.