Integration with a virtual ATC "Binotel" for "1С:Enterprise" configurations on controllable forms (UT 3.0, UT 3.1, UNF 1.4, UNF 184.108.40.206, UNF 1.6.8, CRM 2.0)
Возможность позвонить с карточки клиента.
Получение информации о клиенте при активном звонке.
Сохранение истории разговоров в карточке клиентов:
возможность воспроизведения записи разговора;
сохранение истории sms-сообщений, полученных на наши номера телефонов в «Бинотел», а также отправленных из «Бинотел»;
автоматическое заполнения источника информации по установленному соответствию наших номеров телефонов источникам информации;
Состояние внутренних линий пользователей (активный, разговаривает, вне сети) на «Бинотел»:
возможность позвонить на другую внутреннюю линию;
возможность перевести текущий активный звонок на другую внутреннюю линию.
Информация о пропущенных звонках за указанное количество дней, организация перезвона.
Синхронизация клиентов "1С:Підприємство" с клиентами «Бинотел»:
регулярная выгрузка измененных и новых клиентов из "1С:Підприємство" в «Бинотел»;
передача с "1С:Підприємство" в «Бинотел» привязки клиента к менеджеру.
IndustryATP, transport managementPrinting housesWholesaleMedical clinics, medical institutionsRent of equipment for rentService station, car service, sale of spare parts and carsOnline storeTourism CategoryAdditional settingsControlled formsIP-telephony TypeManagement Accounting CofigurationsTrade Management3Management of a small companyAccounting for Ukraine2.0СRМ from 1СERP: Enterprise Management 2.0Beauty Salon 2.0СRМ 2.0 from Rarus
1. Receiving customer information with active call.
Fig.1. The main panel of the module. Information on the current call, the status of internal lines, the ability to translate a call, contacts of employees, leads, a log of calls (interactions), lost calls.
The possibility of opening a customer card and contact person during a phone call, by pressing the button "Information on an active call" or a key combination "Ctrl+1". We pay attention: the client's card is opened when the phone was picked up, that is, with an active call.
Possibility of automatic creation of the document "Phone call" with the filling of the client and the contact person, in which you can make entries about the phone call. After the end of the call from this document, you can open an audio recording of the conversation, the record is opened in the browser and "1С:Enterprise" is not stored in the database.
Fig.1.2. Appearance of the document "Phone call". Buttons "Listen and save a conversation record".
2. Dialing from the customer card.
Fig. 2. Customer card (partner), "Call" button.
3. Storing the history of conversations in the client card.
The ability to automatically download incoming and outgoing calls to "1С:Enterprise" in the form of documents "Interactions.Telephone calls"with the definition of the client, the contact person and the responsible person of "our" organization. From the client card or contact person, you can view the history of calls, listen to the audio recordings of conversations and download the conversation record file.
Fig. 3. Customer card. Call history.
4. Information on the status of internal telephone lines, transfer of a call, a call on an internal line.
Fig. 4. Information on the status of internal telephone lines (online, offline, busy), call transfer, calls to internal linesи.
5. Information about lost calls, working out lost calls.
Fig.5. Information about lost calls. Lost call card, the ability to call back.
6. Filling the source of information in documents "Events (phone calls), as well as in lead cards".
The source of information is determined by the specified correspondences for our phone numbers in the information register "Correspondence of our phone numbers to information sources". This register introduces correspondence to the information sources of our telephone numbers connected to the Virtual ATC. According to the given correspondences, the source of information is filled in in the documents "Events (phone calls)", as well as in the lead card.
Configuring the correspondence of our telephone numbers to information sources is set in the "Settings" menu of processing "Virtual ATC" on the tab "Correspondence of our phones to information sources" (Fig. 6).
Fig. 6. Filling in the correspondence of our phones to information sources in the main form of processing "Virtual ATC" of the "Settings" menu.
7. Synchronization of contacts in "1С:Enterprise" and Binotel. Synchronization of users "1С:Enterprise" with users in Binotel.
The function allows synchronization of clients, contact persons of "1С:Enterprise" clients with customers of "Binotel", and also bind customers of "Binotel" to responsible managers whose phones will be addressed with calls. When you change the data for clients, the data is updated to "Binotel". Customer data that is sent to "Binotel":
responsible manager, to whom to translate calls.
Fig. 7. Synchronization of employees "1С:Enterprise" and Binotel, synchronization of clients.
The list of functions for synchronizing clients (Fig. 7) and employees "1С:Enterprise":
"Synchronization of employees"; performs comparison of employees "1С:Enterprise" with managers in "Binotel", behind which the contractors are assigned.
"Unloading of changed counterparties"; performs unloading only changed or new counterparties. Processing is also performed in the routine every 10 minutes, by default.
"Full unloading of counterparties"; performs full unloading of all counterparties from "1С:Enterprise" to "Binotel", this operation is performed once when the module "Integration "1С:Enterprise" with Binotel"
8. Quick creation of a lead with an incoming call.
Fig. 8. Lead card (potential buyer).
The configuration is implemented as a separate Lead Management subsystem, which is not included in the main delivery of the Integration "1С:Enterprise" with Binotel module. The setting allows you to keep track of potential buyers who have not bought anything yet. Lida classified into: hot, warm, cold, unpromising. If the lead becomes the buyer, then on the basis of the lead card an element of the directory "Accounts" is created and the lead card closes automatically.
Thus, in active leads there are contacts that never became buyers or the telephone number is not brought into contact with any counterparty.
9. Creating a buyer's order when receiving information about the current call (optional paid module).
This functionality is enabled in the "Open:" setting, which is located below the "Current call" tab of the "Virtual ATC" panel, a menu item has been added: "New customer order" to the list of "What to open when an active call" ("Do not open anything," "Customer Card", "Event (phone call)"). Thus, with an active current call, if the option "Open a new customer order" is enabled, then when you click the "Information on the current call" or the key combination "Ctrl + 1", a new document "Customer order" opens with the counterparty filled out and the contact person of the counterparty , the order book for this counterparty can also be opened (Fig. 9), if the corresponding setting is enabled in the settings of this module.
Fig.9. Creating a document "Buyer's Order" and opening a magazine of orders for this client.
How to configure, for which configurations is appropriate
Technically, the configuration is in the form of a separate subsystem. In this case, the typical configuration changes only in a few places where it is necessary.
The configuration can be integrated into any "1С:Enterprise" configuration where there are telephone numbers and the kind of document that can play the role of the "Phone Call" document, for example, an "Event" document or a "Phone Call" document. There are solutions for typical configurations:
ERP: Enterprise Management, Revision 2.0;
Trade Management, Edition 3.0;
Trade Management, Edition 3.1;
Managing a small business, Edition 1.4;
Managing a small business, Edition 1.6.8- implemented on extension;
Managing a small business, Edition 1.6.9- implemented on extension;
Managing a small business, Edition 1.6.10- implemented on extension;
Accounting, Revision 2.0;
СRМ from Rarus;
СRM from "1С:Enterprise";
The solution is localized for Ukrainian and Russian languages.
Requirements for the "1С:Enterprise" platform: release 220.127.116.11 or newer.
Integration of the module "Integration of "1С:Enterprise" with Binotel" configuration "Beauty Salon, Rev. 2.0"
Filling in the settings of the module "Integration of "1С:Enterprise" with Binotel"
Solution cost, UAH.
Module "Integration with a virtual automatic telephone exchange" Binotel". (We provide instructions for users and the administrator, video instructions on how to fill in the initial settings to start using the module)
Work on integration into the customer’s configuration. (2 hours if the customer’s basic configuration is one of the typical configurations listed above).
Consultations, if you need help updating the working configuration of the database and oral consultations on the modules, minimum time: 1 hour.
We credit the deposit and write off further as consultations are provided.