Synchronization Bitrix24 1C:ERP Enterprise Management 2
The Biocomplex company specializes in the design, construction, reconstruction of systems for the processing and disposal of livestock waste from pig complexes and cattle farms.
NEED TO IMPLEMENT BITRIX24. WHAT TASKS THE CLIENT COME WITH
The main task was two-way synchronization of B24 and 1C ERP Enterprise Management 2: companies and contacts, connections between them, as well as setting up the ability for managers to create commercial offers in 1C without leaving Bitrix.
IMPLEMENTATION PROCESS, PROJECT FEATURES
At the initial stage of work, we:
- deployed a boxed Bitrix24 for 50 users
- carried out the integration of telephony (Beeline, Asterisk), as well as corporate mail with Bitrix24
Further, we conducted analytics on integration with 1C, since there is no standard synchronization module for 1C: ERP, and an attempt to install the module from a different configuration led to many errors, we decided to develop our integration from scratch based on the REST API.
Working in a project team with a 1C specialist, we set up a two-way exchange of contacts and companies, and also implemented built-in buttons in Bitrix24 that open a web frame from 1C to:
- transactions with the ability to create a quotation / invoice / order with a pre-filled counterparty and open the created entity for editing;
- companies that open the corresponding counterparty in 1C;
- contacts, opens the corresponding individual in 1C.
As part of CRM, we completed the tasks of setting up and finalizing Bitrix24 for the client's processes:
- entity cards;
Set up processes:
- Autoname of leads, deals
- Control of transaction stages at which interaction with 1C is allowed
WORKING WITH THE SOLUTION. RESULTS ACHIEVED
Employees work daily in Bitrix24. Now they do not need to switch between systems, thanks to two-way integration, they work in 1C with transactions and clients, issue invoices and commercial offers directly from Bitrix24.
ADVANTAGES FROM IMPLEMENTATION
Thanks to the implementation of Bitrix24, applications are processed faster and better, thereby increasing the company's profit.
Managers are happy because it became more convenient to work with transactions, all communication was established. Heads of departments control the workflow at all stages of transactions.