Improving the internal work of SRM Bitrix
Wishes for improving internal work
1) Report on entering calls.It is necessary to make a reporting so that it is clear to which phone number, how many calls were received in a month.Which is preferably in the form of a curtain or a diagram.But the most important thing is to see how many outs from the beginning of the month, how many of them new numbers created, and those that have already been created before, to determine how many new calls to a particular number received during the month.2) Automatic distribution by MP: It is necessary if the customer called the MP or CT, if the customer for any reason did not respond to the call and decided to call us, then the call was sent to the employee who called the customer.3) Connecting SRM to production: For the convenience of sending sketches to the factory, we need to connect the factory and the office so that we can send documents through SRM and exhibit a certain status, (e.g. the sketch is sent to production)
4) SRM Automation: We need to automatically determine the source of contact to see from which sources of advertising we receive calls.5) Applications from the mail: It is necessary that the applications from the mail that the customers leave on the site for feedback, received immediately to the SRM.Also applications with Instagram, Wattsap and other social networks.Click and automatically creates a lead in the SRM and is also transmitted in a row.6) Report on the sales line: It is necessary to see at what stage the sales department has difficulty.7) Reminder of the assigned task in the SRM as well as their delay.Reminder in the form of a floating window about the task set to the sales manager.Automatic painting of delayed tasks for a day.It can be done in the form of a wrap on tasks and on their performance.8) Show more information about the leader on the main page of the SRM: We want to see more information about the leader in the main table, what material, what order if it is repeated, from which partner the order was received, at what stage on the front, the last comments placed on the leader, or tasks, the announcement of the day of the installation of the customer, also indicate the amount or average check.9) Blowing notification of forgotten leads: For example, if the leads fail during a week then a blowing window should come out, that you need to continue work with the leads and call the employee to act.10) Reporting for each employee: the conversion of the employee, the number of outgoing and entering calls made by the employee for a certain time, outgoing separately entering.Mobile version of SRM: That every employee could work in SRM on their phones.Accepting and making calls via SRM on the phone
12) Automatic sending to partners and customers about shares or congratulations with the holiday.13) The number of orders received from certain partners: It is necessary to see by partners how many orders we received from any particular partner.It can be in the form of a statistical table.
14) Turn the call record: It is necessary to turn the call so that you can’t listen to the conversation completely, so that you can only hear one moment in the conversation with the customer.We work on the seafood, we look forward to offers, very welcome similar previous experience and good portfolio
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25 days558 USD
111 1 0 25 days558 USD
I am specialized in the improvements, settings of Bitrix24. I can set and draw analytics according to the criteria required within the framework, department, manager, essence (leads, companies, contacts, transactions). I will make the settings to display the necessary information on the main page, automatize and adjust the ledgeration with the source fixation, the reminders. I formalize your request, we will offer the implementation stage to the objectives set. I will conduct training with the provision of records, instructions if necessary and will provide technical support in the future.
Please contact me, I will be happy to cooperate.
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1 day17 USD
148 1 1 1 day17 USD
Victor, a good day.
The Avivi team https://avivi.pro/en/ is happy to help optimize your Bitrix.
I would like to suggest you to call and discuss some issues, for example:
What is the version of Bitrix? And I’m going through each of the 14 questions.
Write to LS and we will properly assess and solve all problems with Bitrix.
We have ready modules, workshops and similar projects that will accelerate our work and help you optimize your Bitrix and business.
Thank you, I'm waiting for the message to L.S.
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20 days112 USD
586 6 0 20 days112 USD
Good day
I propose to break the data of the TZ, on stages and work gradually
Which phone do you use? What is the website written on?
Let’s start discussing the project.
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Привет, перед тем как делать оценку, какая у вас версия Битрикса?
Коробка или Облако? -
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