UNTK: sales automation and two-way 1C (BAS) integration on Creatio
A leading petroleum wholesaler moved from Excel, messengers and manual 1C work to Creatio: website leads, customer applications and contracting became automated processes, and Creatio exchanges data with 1C (BAS) in both directions.
About the client
UNTK is one of the leading wholesale traders of light petroleum products in Ukraine and a long-term SYNTECH client. In fuel wholesale, margins are thin and prices change fast, so the speed of processing a request and the accuracy of counterparty, contract and payment data directly affect profit.
The challenge
- ✕Commercial work ran on Excel spreadsheets, instant messengers and 1C (BAS).
- ✕Leads, customer applications and contracts were processed manually, and the same data was entered several times.
- ✕Sales, back office and accounting each kept their own version of the customer and the deal.
- ✕Managers could not see orders, invoices and payments in one place because that data lived only in 1C.
The solution
Sales management automation
- •Leads from the company website are created in Creatio automatically.
- •Customer applications follow a structured business process with stages and owners.
- •Routine steps of the sales cycle are automated.
Contracting with counterparties
- •Contracts are concluded through an automated process that starts on the website.
- •Company details are filled in and verified through OpenDataBot, a Ukrainian registry data service.
Two-way Creatio ↔ 1C (BAS) integration
- •Counterparties, nomenclature, sales, goods items, invoices and cash receipts are exchanged in both directions.
- •Payment status is visible to managers in CRM without asking accounting.
Results
- Task execution time reduced by 40% after processes were re-engineered and automated.
- Sales and accounting work with the same real-time data.
- No duplicate entry of counterparties, products, invoices and payments.
Technologies
- Creatio
- BPMN business processes
- Website lead capture
- OpenDataBot API
- 1C (BAS) two-way integration