Case ARTWINERY

CRM setup for a sparkling wine producer

ARTWINERY is the largest producer of sparkling wines in Eastern Europe. The entire production cycle at Artwinery is located at a depth of more than 72 metres in underground gypsum tunnels, which maintain unique microclimatic conditions all year round – constant temperature and humidity.
The production capacity of the enterprise is 25 million bottles of sparkling wine per year.

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Year

2021

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Project duration

5 months

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Technical support

from 2021 to the present

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Specialists involved

5 persons

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Year

2021

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Project duration

5 months

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Technical support

from 2021 to the present

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Specialists involved

5 persons

Artwinery project

Challenges

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    Long order processing time.
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    A lot of lost information regarding stock and inventory.
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    Ineffective communication with staff.
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    Scattered documents in various storages.
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    No timely update of information for customers due to the need to. enter all data manually.

Solutions

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    Implement CRM. It will allow organisation of online sales through the website.
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    Connect with CRM messengers, SMS notification, cash register software, delivery service.
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    Synchronise data between the site, CRM and ERP.
artwinery

Project Details

The project can be divided into 3 main steps:

Step 1. Basic system settings

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    Setting up access rights;
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    Setting up the Order Life Cycle business process;
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    Setting up the REST API;
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    Setting up the RabbitMQ queue server;
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    Filling up directories;
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    Implementation of the loyalty program;
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    Finalisation of the entities "Deal", "Contact";
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    Implementation of the characteristics directory and the region directory;
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    Implementation of the entities "Product", "Price list", "Warehouse";
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    Integration with ERP;
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    Import of customers/orders;
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    Installing and configuring modules of postal services "Nova Poshta" and "Ukrposhta".

Project Details

The project can be divided into 3 main steps:

Step 1. Basic system settings

    icon
    Setting up access rights;
    icon
    Setting up the Order Life Cycle business process;
    icon
    Setting up the REST API;
    icon
    Setting up the RabbitMQ queue server;
    icon
    Filling up directories;
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    Implementation of the loyalty program;
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    Finalisation of the entities "Deal", "Contact";
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    Implementation of the characteristics directory and the region directory;
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    Implementation of the entities "Product", "Price list", "Warehouse";
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    Integration with ERP;
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    Import of customers/orders;
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    Installing and configuring modules of postal services "Nova Poshta" and "Ukrposhta".

Automation of the Order Life Cycle business process

To automate order processing by managers, we set up the Order Life Cycle business process using the code. The business process has several scenarios depending on the type of delivery and the availability of the required product in the warehouses.When working with a Deal, CRM processes data on the quantity of goods in warehouses. If the required quantity is not in the nearest warehouse, CRM informs the operator about it and also shows the warehouse where the required quantity is available.

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Automation of the Order Life Cycle business process

To automate order processing by managers, we set up the Order Life Cycle business process using the code. The business process has several scenarios depending on the type of delivery and the availability of the required product in the warehouses.When working with a Deal, CRM processes data on the quantity of goods in warehouses. If the required quantity is not in the nearest warehouse, CRM informs the operator about it and also shows the warehouse where the required quantity is available.

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ERP and CRM integration

The RabbitMQ queue server is used for integration with the ERP system. Data from the ERP is uploaded to the server daily and then to the CRM and website.

The data we get from ERP:

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    Data on the product list;
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    Guide to possible product characteristics;
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    Price list;
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    Data on inventory by warehouse (the number of units of each product for each warehouse).
Illustration

ERP and CRM integration

The RabbitMQ queue server is used for integration with the ERP system. Data from the ERP is uploaded to the server daily and then to the CRM and website.

The data we get from ERP:

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    Data on the product list;
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    Guide to possible product characteristics;
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    Price list;
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    Data on inventory by warehouse (the number of units of each product for each warehouse).
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Step 2. Integrations to expand the functionality

The key settings of the second stage are the following:

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    Integration with WEB;
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    Integration with the iPOST postal service;
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    Adding the ability to set a payment waiting period in CRM;
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    Setting up open lines;
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    Setting up SMS campaigns.

Step 2. Integrations to expand the functionality

The key settings of the second stage are the following:

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    Integration with WEB;
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    Integration with the iPOST postal service;
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    Adding the ability to set a payment waiting period in CRM;
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    Setting up open lines;
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    Setting up SMS campaigns.

Step 3. Integration with R-Keeper

Data is transferred from CRM to the website via the API in json format. The interface of the Deal provides the ability to transfer the order composition through an API request to the R-Keeper system. Based on the received data, R-Keeper generates receipts for customers. This functionality is used to sell goods in bars and other points of sale, not through the website.

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Step 3. Integration with R-Keeper

Data is transferred from CRM to the website via the API in json format. The interface of the Deal provides the ability to transfer the order composition through an API request to the R-Keeper system. Based on the received data, R-Keeper generates receipts for customers. This functionality is used to sell goods in bars and other points of sale, not through the website.

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The implementation of CRM made it possible to organise online sales through the website, as previously goods were not sold through the website. Website development and CRM implementation were carried out in parallel.

Results

A website was created as a new sales channel, implemented data synchronisation between website, CRM, and ERP, and as a result:

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    Sales increased.
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    Order processing speed tripled.
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    Due to the emergence of a personal account with up-to-date information, the level of satisfaction of regular customers increased.
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    The unified information space significantly simplified communications within the company and with customers.
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    The customer base grew.

Results

A website was created as a new sales channel, implemented data synchronisation between website, CRM, and ERP, and as a result:

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    Sales increased.
    icon
    Order processing speed tripled.
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    Due to the emergence of a personal account with up-to-date information, the level of satisfaction of regular customers increased.
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    The unified information space significantly simplified communications within the company and with customers.
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    The customer base grew.
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Julia Andrusiak

Account Director

+38 050 700 75 72

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