Integration with a virtual ATC "Phonet" for "1С:Підприємство" configurations on conventional forms (MTE, PM, TM, revision 2.3, AU, revision 1.4 and others)
Возможность позвонить с карточки клиента.
Получение информации о клиенте при активном звонке (по нажатию клавиши "+" на цифровой клавиатуре).
Сохранение истории разговоров в карточке клиентов:
возможность воспроизведения записи разговора;
автоматическое заполнения источника информации по установленному соответствию наших номеров телефонов источникам информации.
Информация о пропущенных звонках за указанное количество дней, организация перезвона.
Синхронизация клиентов "1С:Підприємство" с клиентами "Фонет":
регулярная выгрузка измененных и новых клиентов из "1С:Підприємство" в "Фонет";
передача с "1С:Підприємство" в "Фонет" 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 settingsCommon formsVirtual ATC Integration TypeManagement Accounting CofigurationsTrade managementManufacturing enterprise managementTrade Management 2.3СRМ 1.4 from RarusAccounting for Ukraine1.2Trade Management 10.3
1. Getting information about the client with the active call.
Fig.1. The main panel of the "Integration of "1С:Підприємство" with Phonet" module. Information on the current call, contacts of employees, leads, contacts of contractors, call log, missed calls.
The ability to open a customer card and a contact person during dialing or an active phone call by clicking the "Information on an active call" button or a quick button "Num+". Pay attention that the counterparty card can be opened during an incoming call until the phone is picked up.
The ability to automatically create an “Event” or “Phone call” document with the filling of the business partner and contact person, in which you can make records of the phone call. After the end of the call from this document, you can open the audio recording of the conversation, the recording opens in the browser and is not stored in the "1С:Підприємство" database.
Fig.1.2. The appearance of the document "Event". Button "Listen to the recording of conversation".
2. Dialing from the counterparty card.
Fig. 2. Counterparty card, "Call" button.
3. Saving the history of conversations in the counterparty card.
The ability to automatically download incoming and outgoing calls to "1С:Підприємство" in the form of documents “Event” with the definition of the counterparty, contact person and responsible person of “our” organization.From the counterparty card or contact person, you can view the call history and listen to audio recordings of conversations.
Fig. 3. Counterparty card. Call History.
4. Information about missed calls, working off missed calls.
Fig.4. Information about missed calls. Card missed call, the ability to call back.
5. 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 sources of information 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. 5).
Fig. 5. Filling the correspondence of our phones to information sources in the main form of processing "Virtual ATC" of the "Settings" menu.
6. Synchronization of contacts in "1С:Підприємство" and Phonet. Synchronization of "1С:Підприємство" users with users in Phonet.
The function allows you to synchronize counterparties, contact persons of counterparties "1С:Підприємство" with clients of Phonet, and also bind clients of Phonet to responsible managers, whose phones will receive calls. When you change data on counterparties, the data is updated "Phonet". Counterparty data that is transferred to the "Phonet":
responsible manager to whom transfer calls.
Fig. 6. Synchronization of "1С:Підприємство" employees with Phonet employees, synchronization of counterparties.
The list of functions for synchronization of contractors (Fig. 6) and employees "1С:Підприємство":
Employee synchronization; performs a comparison of employees "1С:Підприємство" with managers in the "Phonet", for which contractors are assigned.
"Uploading changed counterparties"; performs unloading of modified or new counterparties. Processing is also performed in the routine task every 10 minutes, by default.
"Full unloading contractors"; performs full unloading of all counterparties from "1С:Підприємство" to Phonet, this operation is performed once when the "1С:Підприємство" with Phonet Integration ”module is implemented
7. Quick lead creation for incoming call.
Fig. 7. Journal "Leads". Lead card (potential client).
The setting is implemented as a separate “Lead Management” subsystem, not included in the main delivery of the "1С:Підприємство" Integration with Phonet” module. The setting allows you to keep records of potential buyers who have not bought anything yet. Leads are classified into: hot, warm, cold, unpromising. If a lead becomes a customer, then on the basis of the lead card, an element of the "Counterparts" directory is created and the lead card closes automatically.
Thus, contacts remain in active leads that have never become buyers or the phone number is not brought into contact with any counterparty.
8. Creating a customer order when receiving information about the current call (additional paid functionality).
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 "Num+", a new document "Customer order" opens with the counterparty filled out and the contact person of the counterparty (Fig. 8) , 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. 8. Creating a customer order document for a given customer.
Fig. 9. Opening of the journal of documents "Buyer Orders" for this client.
How to set up, what configurations are suitable for
Technically, the configuration is made as a separate subsystem. In this case, the typical configuration changes only in a few places where it is necessary.
The setting can be integrated into any "1С:Підприємство" configurations, where there are phone numbers and the type of document that can play the role of a“ Phone call ”document, for example, an“ Event ”document or a“ Phone call ”document. There are solutions for typical configurations:
Manufacturing Enterprise Management;
Trade Management, revision 2.3;
Accounting, revision 1.2;
СRM from Rarus;
СRM from "1С:Enterprise";
The solution is localized for Ukrainian and Russian languages.
Requirements for the "1С:Підприємство" platform: release 184.108.40.206 or newer.
Filling in the settings of the module "Integration "1С:Підприємство" with Phonet"
Стоимость решения, грн.
Module "Integration with a virtual ATC "Phonet". (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. (3 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 it to the deposit and write it off further as consultations are provided.