Nikolay Z.
Offer Nikolay work on your next project.
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Chernigov,
Ukraine
3 months 20 days back
available for hire
age 44 years
on the service 8 years
Rating
Successful projects
Average rating
Language proficiency level
Українська: fluent
English: intermediate
Polski: elementary
Skills and abilities
Services
Administration
Outsourcing & consulting
Portfolio
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Introduction of Bitrix24 Window Ideal
Client Management & CRM
The optimization of the sales department was the following:
· organize a centralized customer base (CRM) with filtering and sorting capabilities according to the required parameters;
· segmenting the customer base according to the criteria: retail, distributors, tender orders;
• Create a Sales Gateway with automatic task setting and reminders to responsible employees, and control points for the manager;
… monitoring of the work of managers (evaluation of time/efficiency);
• collection of analytics for the sales department and reporting to the manager;
• Fixing the history of all communications with customers into a single database for the sales department;
• Collect customer history from all communication channels (corporate telephony, mail, messengers), including the commentary of the manager.In the context of the systematisation of the company:
· translate communication between the departments to the "Task" tool;
• Implementation of the culture of use of the Calendar tool;
• Integrate and set up the IP telephone;
Add a greeting to the entering calls (audio recording).The Practic Consulting Company conducted a pre-project survey of the sales department, we described the “How is” model of the department organization and the “How will be” model after the implementation of the CRM Bitrix24, developed logical sales schemes in Visio, discussed the types, stages of work, approved the final result.Expanded training of the manager.During the course, the company’s management saw the value of the Bitrix24 product, and decided to come to us for a pre-project review.The practice consulting company has performed even more tasks than it was said in the pre-project survey.With the implementation and configuration of CRM, contact center and analytics, the key goal of our customer has been achieved – to increase the company’s sales volume and optimize communication with customers and within the company.
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Introduction of Bitrix24 to the construction company
Client Management & CRM
The customer came to us with a request to focus all communications in one place, to integrate 1C with Bitrix24, to describe and set up business processes, to optimize task and communication within the company.Fix all customer conversions in a comprehensible system, structured and segmented data.We implemented:
- the standard setting of the portal + the sales scheme in Visio, which includes sources, sales stage, reasons for refusal, etc.
- basic CRM settings (guides, leads status; types, stages and directions of transactions; currencies, methods of payment, properties of goods);
- create and set up user fields for the entities of Lida, Agreements, Accounts, Offers, Contacts, Companies;
… - to create the correct accounts and records of the company set the records of the company;
Connect open lines to Bitrix24;
- two multi-wheel sales in CRM Bitrix24;
Robots and triggers in Lides and Transactions, control of delay;
- telephony through the provider Binotel;
- Configuration of mail templates in CRM (3 lists),
- setting the robot for re-sales and automatic re-sales task manager,
Business processes on Lide and Transaction.
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Introduction to Bitrix24 in the consulting company
Client Management & CRM
The client came with the task of managing a single customer base, its structuring and segmentation.The opportunity to gather a history of communication with customers.A lot of the customer was not able to productively plan the income of the future periods, it was always unclear to the end how many customers in active work, for what reasons the transactions are not made and where the narrow places in the sales.The customer understood that he needed a single space to conduct all customers.
First, the problem of the sales department was resolved.The Director of the Company took the course Effective Manager.During the implementation work was carried out:
1 .Distribution of access rights to data in accordance with official duties.2ndConfiguration of leads and leads and transactions stages.ThreeCreate and set a list of sources from which the Customer receives requests from customers.4 .Configuration of email exchange from CRM employees' e-books.and 5.Create additional fields in CRM objects (leads, transactions, contact cards and companies) to segment the customer base and get the right analysis.6 .Configuration of 4 multi-walls in CRM Bitrix24.7 .Configuring CRM reports in the reporting designer.8 .Transfer the customer base to Bitrix24.After setting the portal and experience operation, individual training was carried out for each of the employees on the custom system.The manager sees and tracks the performance of the managers: the number of successfully closed transactions.Managers lead customers in an understandable system, any contact with the customer is fixed.Configurated screens help to understand at what stage the customer is now, what university he wants to enter, when the exam and the result of the entry.The manager sets a new client in Bitrix24 as a contact, creates transactions for him depending on what direction he chooses.Bitrix24 automatically creates a well-filled task in stages, calls to meetings are scheduled to send reminders.
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BITRIX24 for manufacturing, sale of building materials
Client Management & CRM
Task and objectives for the implementation of Bitrix24:
• Safe storage of the entire customer base in one system.• Connect communication with customers into one system.• Analysis of sales.• Interaction history between employees and customers.• Conversion analysis by managers.• Improving interaction within the company
Process of implementation, characteristics of the project:
First, the problem of the sales department was resolved.The Director of the Company took the course Effective Manager.The achieved results:
… All communication with customers is carried out in Bitrix24:
- connected to the IP telephone Stream Telecom and all calls are made from the client card, fixed in the client card and available for hearing,
- the mail is connected, all the correspondence with the client is displayed in Bitrix24,
- open lines are connected and all the correspondence comes from Viber to Bitrix24
Contracts are formed in the company card they can be immediately sent to the customer or printed.Accounts are exhibited with Bitrix24 with a print and signature, forming such an account takes a minimum of time.The sales process is divided into consecutive stages, the manager clearly sees in what stage the deal is now.The Sonant company is quite working Practice Consulting and CRM Bitrix24.“It’s very easy to see and plan income for future periods, CRM marketing has made it easy to set up advertising for existing customers and make re-sales.”
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B24 certified package manufacturer
Client Management & CRM
The company "Cernigov Package" has been producing polyethylene packages on order for more than 10 years.We were selected on the site Bitrix24 in the list of partners and left a personal application.After the first meeting, the customer went on the advanced course “Effective Manager” and understood the value of the product.We have provided expert recommendations on telephony and the necessary external services for business automation based on Bitrix24.The achieved results:
All communication with customers is carried out in Bitrix24:
- Connected to the Phonet IP phone and all calls are made from the client card, fixed in the client card and available for hearing,
- Connected mail all the correspondence with the customer is displayed in Bitrix24,
… - open lines are connected and all emails get from Telegram (chat-bot), Facebook: Message, Facebook: Comments, Instagram: Comments, Viber (chat-bot) in Bitrix24
Contracts are formed in the company card, specifications are formed through the business process they can be immediately sent to the mail or printed to the customer.Accounts are exhibited with Bitrix24 with a print and signature.All applications from the site are entered in Bitrix24.The customer base segmented with it became easy to work, multi-wheelers allow the manager to remind and control the sales process.The manager sees and tracks the performance of the managers: the number of performed calls, the number of accounts and the number of successful closed transactions.Managers lead customers in an understandable system, any contact with the customer is fixed.The company "Cernigov Peckage" is pleased with the work of Practic Krnsalling.“We quickly started the project, listened to all the demands, proposed solutions to challenges.Thro the implementation, we showed a great desire to help and everything went well.”
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Implementation of B24 to the manufacturer of advertising products
Client Management & CRM
First, the problem of the sales department was resolved.The Director of the Company took the course Effective Manager.The completed work:
1 .Distribution of access rights to data in accordance with official duties.2ndConfiguration of leads and leads and transactions stages.ThreeCreate and set a list of sources from which the Customer receives requests from customers.4 .Configuration of email exchange from CRM employees' e-books.and 5.Create additional fields in CRM objects (leads, transactions, contact cards and companies) to segment the customer base and get the right analysis.Connecting open lines to Bitrix24 (Viber, Facebook: Message, Facebook: Comments).7 .Configuration of the multi-wall in CRM Bitrix24.8 .Set up robots and triggers in Lids and Agreements.The 9.Set up the SRM form.The 10.Configuring CRM reports in the reporting designer.11 of 11.Configuration of mail templates in CRM (3 sheets).12 .Regular contact.Automatic planning of the next contact.Settings of work.13 .Repeated sales.Automatic task for re-sales manager.14 .Control of delay in LID and Agreement.Settings of work.The manager sees and tracks the performance of the managers: the number of performed calls, the number of accounts and the number of successful closed transactions.The feedback has improve the quality of service, quality of service and delivery.Managers lead customers in an understandable system, any contact with the customer is fixed.
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B24 distributor of leading shoe manufacturers
Client Management & CRM
Before meeting with us, the customer had long negotiations with another company, for the customer there was no understanding of the result.After seeing our advertising on the internet, the customer contacted us.Initially, the task was only to develop the box version of Bitrix.The customer was interested in our experience and individual approach to each project, no matter the big or the small.The following tasks that have been assigned by the customer:
1) the possibility to see narrow places in the sales.2) unite customers into one understandable base and track orders in Bitrix.First of all, the problem of the layout of the box version was solved.Secondly, the problem of the sales department was resolved.The Director of the Company took the course Effective Manager.During the implementation work was carried out:
1 .Setup of the Biriks24 portal:
• General settings of the portal;
… • Implement a system of management of tasks and events;
• Set up 2 automated multi-walls in CRM Bitrix24;
• setting access rights, references in the SRM;
• Adjusting the typical filters of Lids, Seller, Del;
• Configuration of access rights, user fields, requests;
• Connecting the application “New Postal Control”;
• Connecting the service to send SMS messages;
• connecting the widget to the site obuff.ua with communication channels;
• Connecting open lines to Bitrix24 (Viber, Telegram, Facebook: Message, Facebook: Comments, Instagram).2ndThe built-in external application in the transaction card that shows the customer's order by CMS:BUS
ThreeConnected to the IP telephone Kievstar.4 .After all the arrangements, a group training for staff was carried out.
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B24 for the sale of special equipment rental building materials
Client Management & CRM
Before meeting with us, the customer had long negotiations with another company, but the customer did not understand the result.By recommendation, the customer contacted us.The experience of our managers, the conduct of projects in different fields allowed us to speak in one language.Types of work, stage and final result were discussed.We have provided expert recommendations on telephony and the necessary external services for business automation based on Bitrix24.Process of implementation, characteristics of the project:
First, the problem of the sales department was resolved.The Director of the Company took the course Effective Manager.During the implementation work was carried out:
1 .Distribution of access rights to data in accordance with official duties.2ndConfiguration of leads and leads and transactions stages.ThreeCreate and set a list of sources from which the Customer receives requests from customers.4 .Configuration of email exchange from CRM employees' e-books.and 5.Create additional fields in CRM objects (leads, transactions, contact cards and companies) to segment the customer base and get the right analysis.6 .Connecting open lines to Bitrix24 (Viber, Facebook: Message, Facebook: Comments).7 .Configuration of CRM 6 accounts and withdrawal in payment methods through the print form
8 .Configuration of CRM 9 contracts + specifications
… The 9.2 multi-wheel setup in CRM Bitrix24.(Sub direction of sale of materials and rental of special equipment)
The 10.1+ Multiple Feedback
11 of 11.Configuring CRM reports in the reporting designer.12 .Connecting and setting the IP telephone Stream Telecom.13 .Business process on the Transaction Feedback: when the transaction is completed in the main directions, a form of feedback is sent to the customer (check in the customer card what are the channels of communication with the customer).The business process gets shape and analyzes the answer for each point and distributes it to a stage.After setting the portal and experience operation, team training of employees on the custom system was carried out.
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Introduction B24 design and installation of stretched roofs
Client Management & CRM
The client came with the task to set up the Bitrix24 CRM system and use its full functionality.Before meeting with us he led his clients in Excel, they used Trello to work with tasks, and it was a Bitrix24 portal with a set-up gateway without automation.The client’s pain was:
1) the impossibility to track customer traffic, which sources are paid and which are not
2) Incapacity to work effectively in a system that is poorly arranged
3) the impossibility to track customer traffic, which sources are paid and which are not.On the recommendation of the existing customer, the customer has contacted us.First the problem was solved by the sales department, then the installation department.The feature of this project was the need to build a system convenient for remote managers that will only work through a mobile application.During the implementation work was carried out:
… 1 .Distribution of access rights to data in accordance with official duties.2ndAdjusting the status of leaders and stages of transactions.ThreeCreate and set a list of sources from which the Customer receives requests from customers.4 .Configuration of email exchange from CRM employees' e-books.and 5.Create additional fields in CRM objects (leads, transactions, contact cards and companies) to segment the customer base and get the right analysis.Connecting open lines to Bitrix24 (Facebook: Message, Facebook: Comments, Instagram).6 .Connecting the Bitrix24 widget to http://garmonia.if.ua/
7.1 of 2 multi-wheel setup in CRM Bitrix24.8 .Set up the telephone.The 9.Set up the analytics.
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Introduction BITRIX24 Construction and Repair
Client Management & CRM
Objectives and objectives of implementation of the B24:
• Safe storage of the entire customer base in one system.• Connect communication with customers into one system.• Analysis of sales.• Interaction history between employees and customers.• Improving interaction within the company
Process of implementation, characteristics of the project:
First, the problems of the sales department were solved, the second stage of the work of the installers and freezer.The Director of the Company took the course Effective Manager.The completed work:
… 1 .Distribution of access rights to data in accordance with official duties.2ndConfiguration of leads and leads and transactions stages.ThreeCreate and set a list of sources from which the Customer receives requests from customers.4 .Configuration of email exchange from CRM employees' e-books.and 5.Create additional fields in CRM objects (leads, transactions, contact cards and companies) to segment the customer base and get the right analysis.6 .Connecting open lines to Bitrix24 (Viber, Telegram, Facebook: Message, Facebook: Comments, Instagram).7 .Settings of Accounts
8 .Configuration of the 1st multi-wheel in CRM Bitrix24
The 9.Configuring CRM reports in the reporting designer.The 10.Connecting open lines to Bitrix24.Connecting the service to send SMS i Viber messages.12 .Integration of the client’s site with Bitrix24 (connecting 6 forms and installing the Bitrix24 widget to the site).13 .Integration of the second client site with Bitrix24 (connecting 9 forms and installing the Bitrix24 widget to the site).14 .Integration of Binotel Phone with Bitrix24
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Introduction of Bitrix24 PPL spare parts from Europe
Client Management & CRM
Sphere of activity: sales and delivery directly from Europe of original b/u spare parts.The customer before meeting with us carried out all orders in his own account system.First, the problem of the sales department was resolved.The Director of the Company took the course Effective Manager.The completed work:
1 .Distribution of access rights to data in accordance with official duties.2ndConfiguration of leads and leads and transactions stages.ThreeCreate and set a list of sources from which the Customer receives requests from customers.4 .Configuration of email exchange from CRM employees' e-books.and 5.Create additional fields in CRM objects (leads, transactions, contact cards and companies) to segment the customer base and get the right analysis.6 .Connecting open lines to Bitrix24 (Viber, Telegram, Facebook: Message, Facebook: Comments, Instagram).7 .2 multi-wheel setup in CRM Bitrix24.8 .Configuring CRM reports in the reporting designer.The 9.Connecting and setting the IP phone Binoteel: 9 telephone numbers through the SIP connector.The 10.Appendix New Post.11 of 11.The business process on the transaction is implemented by the BP on the lists.With the help of BP, the purchase of goods, delivery to Ukraine and delivery to the end user, return of goods is carried out.On the basis of the list, another BP is launched and calculates the amount of the transaction through 2 currencies.After setting the portal and experience operation, team training of employees on the custom system was carried out.After working with CRM, the company has grown, another office has been opened and continues to scale.
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Implementation of Bitrix24 Flyhelp Ukraine
Client Management & CRM
The client came with clearly described tasks to set the Bitrix24 CRM system with the minimization of human resources and the maximization of automation.Before meeting with us heads his clients to another CRM, there was the need to move the base to Bitrix24.We were chosen as we from the first meeting listened and offered solutions to the problems and wishes of customers.Our experience of implementation and projects in different fields has enabled us to speak in one language.Types of work, stage and final result were discussed.We have provided expert advice on telephony and the necessary external services for business automation based on Bitrix24.First, the problem of the sales department was resolved.The particularity of this project was the need to build a system as automated as possible with the minimization of human resources.
The director and manager of the company took the course Effective Manager.Work is completed:
1 .Distribution of access rights to data in accordance with official duties.2ndCRM mode - no leads
ThreeCreate and set a list of sources from which the Customer receives requests from customers.4 .Configuration of email exchange from CRM employees' e-books.and 5.Create additional fields in CRM objects (transactions, contact cards and companies) to segment the customer base and get the correct analysis.Connecting open lines to Bitrix24 (Facebook: Message, Facebook: Comments, Viber).7 .Integration of 10 Customer Website Forms with Bitrix24
… 8 .Set up 9 multi-wrons in the CRM Bitrix24.The 9.Setup of Phone:
The achieved results:
All communication with customers is carried out in Bitrix24:
- Connected mail all the correspondence with the customer is displayed in Bitrix24,
- linked open lines and all emails Facebook: Message, Facebook: Comments, I Viber falls in B24
- Customized robots at each stage of the transaction accelerate work create tasks when completed transfer the transaction to the appropriate stage.
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Introduction Bitrix24 brand clothing manufacturer
Client Management & CRM
The customer has come with the task to connect My Storage to Bitrix24
Before meeting with us, the customer worked with freelancers, for advertising he contacted us.The customer was interested in our experience and the available ratio.Types of work, stage and final result were discussed.Objectives and objectives of implementation of the B24:
• Customized system under the company’s business processes.• Connect communication with customers into one system.• Connected system My warehouse
Process of implementation, characteristics of the project:
… During the implementation work was carried out:
1 .Distribution of access rights to data in accordance with official duties.2ndConfiguration of leads and leads and transactions stages.ThreeCreate and set a list of sources from which the Customer receives requests from customers.4 .Configuration of email exchange from CRM employees' e-books.and 5.Create additional fields in CRM objects (leads, transactions, contact cards and companies) to segment the customer base and get the right analysis.Configuration of CRM accounts and automatic forming at the transaction stage
Configuration of the automated multi-voltage in CRM Bitrix24.8 .Integration of the portal in the ua segment with "My Storage"
The achieved results:
All communication with customers is carried out in Bitrix24:
- Connected mail all the correspondence with the customer is displayed in Bitrix24,
Accounts are exhibited with Bitrix24 with a print and signature.Integrated "My Storage" with Bitrix24 is easy to control and see residues.Benefits of Implementation
It’s easy to work with customers in an understandable system, all communication is fixed in the client’s card.The sales rate has increased, when the account is displayed, the remains on the goods are seen, there is no need to work in 2 systems.
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Introduction of Bitrix24 manufacturing keys on order
Client Management & CRM
The client came with the task of building a contact center so that the operator accepts the entering calls of customers and coordinates the work of remote installers.Fix all customer conversations in an understandable system.Work is completed:
1 .Distribution of access rights to data in accordance with official duties.2ndConfiguration of leads and leads and transactions stages.ThreeCreate and set a list of sources from which the Customer receives requests from customers.4 .Configuration of email exchange from CRM employees' e-books.and 5.Create additional fields in CRM objects (leads, transactions, contact cards and companies) to segment the customer base and get the right analysis.6 .Connecting open lines to B24.7 .Connecting the service to send SMS i Viber messages.8 .Configuration of IP telephone.The 9.Set the 1st multi-wheel in the CRM Bitrix24.The 10.Configuring CRM reports in the reporting designer.Benefits of Implementation
The customer base segmented with it became easy to work, multi-wheelers allow the manager to remind and control the sales process.At the time the company arrived at us, the number of employees was less than 12.Today, the number of employees is 35 and the company provides services in more than 20 cities of Ukraine.Other directions of their business have also appeared.
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Implementation of Bitrix24 Metalurg
Client Management & CRM
At the time we came to us, the customer base led in Excel and used Trello for sales department.The experience of our managers, the conduct of projects in different fields allowed us to speak in one language, business processes in the company were considered.We have provided expert advice on telephony and the necessary external services for business automation based on Bitrix24.Objectives and objectives for implementation:
• Safe storage of the entire customer base in one system.• Connect communication with customers into one system.• Analysis of sales.• Interaction history between employees and customers.• Conversion analysis by managers.• Improving interaction within the company
The completed work:
1 .Distribution of access rights to data in accordance with official duties.2ndConfiguration of leads and leads and transactions stages.ThreeCreate and set a list of sources from which the Customer receives requests from customers.4 .Configuration of email exchange from CRM employees' e-books.and 5.Create additional fields in CRM objects (leads, transactions, contact cards and companies) to segment the customer base and get the right analysis.Connecting open lines to Bitrix24 (Viber, Telegram, Facebook: Message, Facebook: Comments, Instagram).7 .Integration of the client’s websites, connection forms.8 .Set up 10 accounts
… The 9.Configuration of the multi-wall in CRM Bitrix24.The 10.Configuration and installation of IP telephone
11 of 11.Configuring CRM reports in the reporting designer.After setting the portal and experience operation, team training was carried out to employees on the custom system.
Activity
| Latest proposals 10 | Budget | Added | Deadlines | Proposal | |
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Integration through make of telephony and Excel spreadsheets
45 USD
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Setting up a newly created organization in GOOGLE WORKSPACE for 20 accounts
23 USD
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Preventing the Pipedrive CRM
14 USD
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Configuration and connection of CRM (Bitrix24)
1000 USD
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We are looking for a certified partner for Bitrix24 in Europe
180 USD
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Implementation of CRM system
226 USD
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Freelance project
23 USD
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Freelance project |
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Hастройка Битрикс24
14 USD
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Подбор и настройка CRM-системы для розничной торговли магазина одежды
14 USD
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