Integration of CRM
78 USD 
CRM has not yet been selected. It is necessary to choose the best option in terms of quality.
Source data: Type of activity - Legal services.People - customers come through advertising on Google or FB.Managers lead the customer to the sales gate.Managers = now 4, planned 10+ people.Chat bots on the site can make a transition to a chat bot in which you can start the communication (developer Sendpulse).Form on the website (Tilda), in which customers leave their data: date/name/telephone.There is a phone number on the site to call.CRM + widget settings: Track the source from where the lead came: Google or FB and by which company.Distribution (automatic settings according to a certain principle) of lead by managers, fixing a new lead by managers.Track the time of processing of the lide and other indicators.Create a Dashboard with KPI efficiency and results of managers.Create a sales gate.The ability to communicate effectively with customers and see at what stage the customer has sent a new message, to enter information about the customer and the cookie service must be provided, to receive information from the customer in the form of a photo, a scan, the files that he sends through the messengers.The possibility to enter the customer’s phone with the indication of the messenger and immediately start the communication through the messenger.Create templates of answers/scripts and the ability to immediately send information to the client to the messenger.When the client calls via the Binotel polyphony, the client is immediately displayed in the CRM, as a leader, speaking with the client, asking on which phone number the messenger is in him, we enter the CRM and during the conversation we send the client a message in the messenger.All entering and exit calls are automatically opened by the customer card.Customer card settings: the required templates are drawn, pre-loaded for quick delivery to customers.The ability to identify and remove duplicates.If the client from the site has made a transition to the chatbot started the communication, then this correspondence immediately falls into the CRM as a new leader.The !The !Opportunity, correction of bugs, correction of the work of existing settings, improvement and operational assistance, if something has ceased to work.Question: What CRM is suitable for these needs and why?How long does it take to set up according to these configurations?Learning to work with CRM and settings - is there an opportunity to record a video or a gaid, how to work with CRM?What is the price of the settings?What is the price of service?Examples of similar or similar projects that you have implemented?
Вводная информация по конфигурациям CRM, которые необходимо сделать:
Исходные данные:
- Вид деятельности - Юридические услуги.
- Лиды – клиенты приходят по рекламе в Google или FB.
- Менеджеры ведут клиента по воронке продаж.
- Менеджеры = сейчас 4, планируется 10+ человек.
- Чат-боты на сайте можно сделать переход в чат-бот, в котором можно начать общение (конструктор Sendpulse).
- Форма на сайте (Tilda), в которой клиенты оставляют свои данные: дата/имя/телефон.
- На сайте есть номер телефона, по которому можно позвонить.
Задачи CRM + настройка виджетов:
- Отследить источник откуда пришел лид: Google или FB и по какой компании.
- Распределение (автоматические настройки по определенному принципу) лидов по менеджерам, закрепить новый лид за менеджером.
- Отследить время обработки лида и другие показатели.
- Создания дашборда с KPI эффективности и результатов менеджеров.
- Создать воронку продаж.
- Возможность эффективной коммуникации с клиентами и видеть, на каком этапе клиент, что клиент прислал новое сообщение, вносить сведения по клиенту и кукую услугу необходимо оказать, получать от клиента информацию в виде фото, скана, файлов, которые он отправляет через мессенджеры.
- Возможность внести телефон клиента с указанием мессенджера и сразу начать общения через мессенджер.
- Сделать шаблоны ответов/скриптов и возможность сразу отправить клиенту информацию в мессенджер.
- При звонке клиента через полифонию Бинотел клиент сразу отображается в CRM, как лид, разговаривая с клиентом, спрашиваем на каком номере телефона находится у него мессенджер, вносим в CRM и во время разговора отправляем клиенту сообщение в мессенджере.
- Все входящие и исходящие звонки – автоматически открывается карточка клиента.
- Настройки карточки клиента: подтягиваются нужные шаблоны, заранее загруженные для быстрой отправки клиентам.
- Возможность выявить и убрать дубликаты.
- Если клиент с сайта сделал переход в чат-бот начал общение, то данная переписка сразу попадает в CRM, как новый лид.
!! Возможность, исправления багов, корректировка работы существующих настроек, доработка и оперативная помощь, если что-то перестало работать.
Вопросы:
- Какая для таких потребностей подходит CRM и почему?
- Сколько времени нужно для настройки согласно указанных конфигураций?
- Обучение работы с CRM и настройками – есть ли возможность записать видео или гайд, как работать с CRM?
- Какая цена за настройки?
- Какая цена за обслуживание?
- Примеры аналогичных или похожих проектов, которые Вы реализовывали?
Client's review of cooperation with Denis Kovalov
Integration of CRMПрофессионально сделанная работа.
Freelancer's review of cooperation with Tatyana Oleynichenko
Integration of CRMЧітке, деталізоване ТЗ, якісний зворотній зв'язок. Рекомендую до співпраці )
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1 day22 USD
750 6 0 1 day22 USD
Good morning Tatiana.
I can help with choosing a system under your tasks, set up, connect traffic channels and train staff to work.
I suggest to discuss everything in more detail in personal messages.
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5 days22 USD
3171 31 0 5 days22 USD
Good day !
We are ready to help you with your tasks. I will support and integrate SRM and other systems for your business. Please write in private there are some questions.
+ Support after implementation
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1 day22 USD
276 1 day22 USD
Tatiana Good Morning
I have 4 years of business experience in this field.🙌Do not doubt that I will be your reliable partner to the best results.My portfolio detailedly describes my skills and achievements, and you can read it at: https://docs.google.com/document/d/165Az6DxIWOvtxVyKyF58fKckr0mpIk20nf_0G-V-ioA/edit
One of my projects, metas.ua, is a corporate site where I created design, structure, search, application form and marketing features based on PHP and WordPress.I'm ready to take your project right now, after a short call.It is important to consider that the price I indicated in my bet is approximate and may vary depending on the specific details of the project.So I invite you to the call where we will be able to discuss all the details and agree on the final price.Let us create innovative web solutions together and impress the world!Good Morning, Alexander🚀
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2 days67 USD
372 2 days67 USD
Tatiana is greeted!
Get acquainted with your task, I suggest to start a meeting to discuss the tasks, cost, deadline, responsibility zone, stage development.
I look at customers on long-term cooperation so I help make the design and functional, give a lifetime guarantee on the design, and technically support when needed. I have been working on the web since 2011.
The exact assessment and deadlines will be announced after we will have the primary TZ/Common vision of the project.
Terms of payment, post payment through freelance hunt, at the end of the project.
My portfolio is https://docs.google.com/document/d/165Az6DxIWOvtxVyKyF58fKckr0mpIk20nf_0G-V-ioA/edit
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1 day22 USD
842 2 0 1 day22 USD
Welcome to Tatiana!
Ready to implement your project in the near future.
I will be pleased to learn more in detail with your requirements to choose the optimal system option for you.
In advance, I can offer the Ukrainian CRM system KeyCRM. It is easily integrated with Binotel, has a relatively wide functionality and a convenient pricing that is $19/month for unlimited number of users.
I'm waiting for your message to clarify the details.
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1 day11 USD
307 1 0 1 day11 USD
Welcome to! I’m going to try the OneBox CRM.
Try the ready solution https://1b.app/ua/solution/onlinestores/
Write in personal, I give a demo version, you protest.
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1 day24 USD
106 1 0 1 day24 USD
Hello to you! The options with Binotel and chat bots are quite a lot. Please tell me more about what might be important to you. Please write to L.S. I will select options.
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2 days45 USD
424 2 0 2 days45 USD
Good Morning, Tatiana
I suggest to select and set up your needs CRM system. by r
I set the necessary roofs, the stages of work with leads, with customers, I recommend triggers for process automation, if necessary I do integrations with market plays and sites, Telegram i Viber, I set the financial account correctly.
After setting, I will record a comprehensive video tutorial about working with your portal and also learn how to use analytics.
I import and set up a customer base.
I create templates of accounts, accounts, acts, contracts and other necessary documents - with a logo, signature and stamp.
Additionally, I will offer and set automatization according to your business processes.
… Go back, I’m glad to help you!
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5 days22 USD
337 3 0 5 days22 USD
Good afternoon
Ready to help with choosing a CRM system and customizing it to suit your needs
I can show examples of similar work
I look forward to getting back to you
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