Настройка Планфикс, Planfix
1. Прием обращений (автоматическое формирование Лидов)
2. Настройка всех каналов коммуникаций
- сайт
- интеграция, настройка IP-телефонии
- мессенджеры
- соц. сети
3. Учет источников обращений.
4. Создание воронки продаж с разбивкой по направлениям
- b2b
- b2c
- сервисное обслуживание, ремонт
5. Работа с Лидами
- определение потребности,
- уточнение ТЗ,
- консультирование заказчика, получение уточнений (чертежей) от заказчика.
6. Подготовка эскизов и КП по проектам.
7. Согласование эскизов и КП по проектам
8. Согласование договора сторонами (внесение правок и утверждение, распределение ответственности)
9. Формирование и контроль оплаты счета на предоплату.
10. Формирование отчетов по воронке продаж:
- отчет по лидам (заявкам)
- отчет по каналам привлечения
- отчет по работе менеджеров
-
20 days204 USD
16 20 days204 USD
Доброго времени суток. Большой опыт работы с данной системой. Можем выполнить все пункты указанные в списке.
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