What changes in daily work
We separate customer-facing work from accounting while transferring only the required data under agreed rules.
Solution scope
- Reference and identifier mapping
- Duplicate and conflict control
- Exchange-queue monitoring
How the result is accepted
At the start we agree measurable criteria, owners and project boundaries. Switching software on is not treated as a completed implementation: the team verifies real scenarios, data and the customer’s next action.
Separate customer-facing sales from 1C accounting
CRM manages communication and opportunities while 1C remains the accounting system. We agree reference data, identifiers and ownership of each field so salespeople see current status without entering data twice.
Exchange is launched in stages: test customers and orders, invoice and payment verification, then a live flow with error logging and clear owners.
- Customer, product and order matching
- Rules for price, payment and status changes
- Conflict, duplicate and resynchronization controls