The company’s work for the implementation of Bitrix24:
Company employees were working with clients using spreadsheets and notepads. They had their own website and the need to systematize work with clients.
To solve this problem we decided to customize Bitrix24 portal and turned to MIYSOFT for the implementation.
Taking into account the wishes and needs of the customer the following work was done:
Settings of all contact cards, Companies, Agreements, directories and profiles in CRM;
Creation of additional fields in the CRM objects for the segmentation of the client base and obtaining the correct analytics;
Creation of filters for a quick search;
Automation of statuses in the CRM system with automatic deduction of advances;
Accounting for dates on projects, contracts, acts with automatic reminders and auto-complete fields;
Automation of notification by working projects by different terms of work with them;
Setting up access rights;
Connection of communication channels;
Setting up multiple sales funnels, deal and lead stages;
Setting up robots;
Assigning tasks to those responsible for various project conditions;
Control options for executives;
Training of the manager
The company’s work after the work is done:
Now the entire company works in one unified system. In fact, a sales department has been created, and therefore all available channels of communication with clients have been connected, the speed of processing new requests has increased. Managers use the functionality of the “My Business” section and plan communications with clients. Managers also actively process Leads and work on them. Sales manager easily monitors managers’ performance. Actively uses reports on transactions, invoices, cases, as well as channel communication.
Managers work interacting with their clients from the base, or process leads from the site. Managers now conveniently schedule their cases for communication with clients, and the system always reminds them to perform the task. In the process, the manager creates an agreement, leads the customer through the funnel. Management, in turn, tracks custom reports on transactions / leads / cases / communication details. Jobs automatically perform routine tasks. Translated with www.DeepL.com/Translator (free version)
Employee efficiency has improved;
Most processes are done faster;
All requests are processed on time;
Control of all processes, employees, transactions is simplified, robots automatically perform routine tasks.