Client Management & CRM

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“Bitrix24 Injection: The Basic System Settings”

Client Management & CRM

welovesale
Introduction of Bitrix24 in the XScore Project

Client Management & CRM

Obtained results:

- After the implementation of Bitrix24, the customer received the opportunity to work independently with the management system and use the basic CRM functionality.
- All users from all the landings, sites are in a single base and are not lost.
… - XScore employees actively use the Bitrix24 disk to store and exchange work information.
- Direct communication is carried out between XScore employees and customer customers.

welovesale
Introduction of Bitrix24 in Information Service Company

Client Management & CRM

Obtained results:

- The possibility of forming leads in the Bitrix24 system was implemented on the basis of entering applications.Behind each leader is a responsible manager.- Thanks to the built-in filtering function of the objects, any manager who has accepted the application can enter the general database and select potentially interesting for the customer options of the objects.After that, he communicates with their owners or representatives of a third party and negotiates a convenient date and time to show to his client.According to the results of the real estate display in CRM Bitrix24 is made the corresponding mark.Employees of different departments and subdivisions were entitled to put tasks on the preparation of the necessary documentation for the completion of transactions for the purchase and sale of real estate objects.The manager has the opportunity at any time to obtain information about the results of the work of each managing manager, for a certain period of time.It has been possible to upload the current database to the company’s website.

welovesale
Introduction of Bitrix24 to Gagarin Group

Client Management & CRM

With the CRM Bitrix24:

The fixation of entering applications is carried out automatically in the general database, after which applications are distributed through the agency offices.- Communication with customers after contacting them through an online consultant on the site or landing is carried out in the general chat system of the company management.On the basis of the information recorded in the chat and the CRM record, a leader is formed and a responsible manager is appointed.Managers can track the sources of attraction for each leader in the database.Agents have the right to view in the full database of information about those students who with their help became customers of the Gagarin Group.Managers of the agency will be open to viewing and editing data on each of them student attached to the Bitrix24 base.- Communication between employees from different divisions (office) of the company is provided: the staff has the opportunity to use the basic functionality Bitrix24 (Task Management, Calendar Events Planning, etc.))- Automated feedback process with students by using a special robot that answers questions in the online chat social networks, the main site or bandings.Thus, it managed to save time for managers to communicate with potential customers.Automatic e-mail service is set: in response to the request, the robot sends a full list of universities to the potential client (at the condition that a special form is filled on the page of the main site or landing).

welovesale
Introduction to BITRIX24 Veterinary Clinic

Client Management & CRM

Thanks to the implementation of CRM Bitrix24 in the Animal Veterinary Clinic, it became possible:

Automatize the internal document circulation in the clinic network.As a result, the doctors had the need to contact the administrators by phone to clarify their scheduled receptions.- Forming leads for the purpose of their subsequent processing in the Bitrix24 database.- Collect statistics about the number of entering calls.- Get additional flow of customers whose calls were not processed before the implementation of CRM.- Solve in the telephone mode conflict situations and thus reduce the number of negative reviews about the work of Animal, which consequently contributes to the formation of a positive reputation of the clinic.Increase customer loyalty rating thanks to vaccination reports and receipt time.Automatize routine processes.Increase the monthly sales volume.- To count in the future on the opening of a mini call center, whose employees will accept the entering applications and distribute them across the clinics of the network taking into account the most convenient location for customers.

welovesale
680 USD
Implementations + setting up CRM for a bowling club + widget

Client Management & CRM

Integration of social networks and telephony of a bowling club with a CRM system, development of a widget for the menu of products and services of the club

- setting up transaction/contact fields for transfer to the system from social networks networks
- connecting a group of analytics fields in a deal
… - transferring transaction tags from the site to the CRM system
- duplicate control
- setting the deal to get to a certain stage of the funnel, depending on the completed form
- connecting and configuring telephony, distribution of tasks, applications, calls to managers
- automatic setting of tasks depending on the dates and filters of the transaction fields
- connect and set up facebook + instagram

1. Analysis of business processes.
2. Formalization of existing business processes (visually in the form of flowcharts.
3. Optimization (remove non-functional processes).
4. Coordination of work scenarios for BP.
5. Writing scripts to the system.
6. Test.

The second stage - the development of a widget for the menu of products and services of the club, is a separate budget

The third stage - employee training, is a separate budget.

Result:
All processes in the Company are automated as much as possible and no longer depend on the "unique" knowledge of a single manager. Head of business, received operational control. the human factor has practically disappeared.

#Introduction #crm #amocrm #kommo
#Injection crm #Injectionamocrm #Integration

serjik_1206
324 USD
Integration of the site + social networks + manychat with the CR

Client Management & CRM

Website integration, social networks, manychat and telephony companies installing solar panels with a CRM system

- setting up transaction/contact fields for transfer to the system from the site
- connecting a group of analytics fields in a deal
… - transferring transaction tags from the site to the CRM system
- duplicate control
- setting the deal to get to a certain stage of the funnel, depending on the completed form, which is on the site, in social networks
- connecting and configuring telephony, distribution of tasks, applications, calls to managers
- automatic setting of tasks depending on the dates and filters of the transaction fields
- connections and configuration of manychat
- connect and set up facebook + instagram

1. Analysis of business processes.
2. Formalization of existing business processes (visually in the form of flowcharts.
3. Optimization (remove non-functional processes).
4. Coordination of work scenarios for BP.
5. Writing scripts to the system.
6. Test.
The second stage is employee training. comes with a separate budget.

Result:
All processes in the Company are automated as much as possible and no longer depend on the "unique" knowledge of a single manager. Head of business, received operational control. the human factor has practically disappeared.

#Introduction #crm #amocrm #kommo
#Injection crm #Injectionamocrm #Integration

serjik_1206
680 USD
Integration website + social networks + telephony with a CRM sys

Client Management & CRM

Website integration, social networks and telephony of a car delivery company with a CRM system

- setting up transaction/contact fields for transfer to the system from the site
- connecting a group of analytics fields in a deal
… - transferring transaction tags from the site to the CRM system
- duplicate control
- setting the deal to get to a certain stage of the funnel, depending on the completed form, which is on the site, in social networks
- connecting and configuring telephony, distribution of tasks, applications, calls to managers
- automatic setting of tasks depending on the dates and filters of the transaction fields

1. Analysis of business processes.
2. Formalization of existing business processes (visually in the form of flowcharts.
3. Optimization (remove non-functional processes).
4. Coordination of work scenarios for BP.
5. Writing scripts to the system.
6. Test.
The second stage is employee training. comes with a separate budget.

Result:
All processes in the Company are automated as much as possible and no longer depend on the "unique" knowledge of a single manager. Head of business, received operational control. the human factor has practically disappeared.

#Introduction #crm #amocrm #kommo
#Injection crm #Injectionamocrm #Integration

serjik_1206
Certificate of amoCRM

Client Management & CRM

Sales, implementation and training of amoCRM staff
Setup of the analytics
The Customers:
1 . Network of English Schools RedRord
… 2nd Cottage of the Golden City
Three Online sports clothing store “Anzeysport”
4 . Online courses (named under NDA)

anton_mark
630 USD
Implementation of a CRM system for a programming school

Client Management & CRM

Website and social integration programming school networks with a CRM system

- setting up transaction/contact fields for transfer to the system from the site
- connecting a group of analytics fields in a deal
… - transferring transaction tags from the site to the CRM system
- duplicate control
- setting the deal to get to a certain stage of the funnel, depending on the completed form, which is on the site, in social networks

1. Analysis of business processes.
2. Formalization of existing business processes (visually in the form of flowcharts.
3. Optimization (remove non-functional processes).
4. Coordination of work scenarios for BP.
5. Writing scripts to the system.
6. Test.
The second stage is employee training. comes with a separate budget.

Result:
All processes in the Company are automated as much as possible and do not depend more on the "unique" knowledge of a single manager. Head of business, received operational control. Almost completely disappeared, the human factor.

#Introduction #crm #amocrm #kommo #Introductionkommo
#Injection crm #Injectionamocrm #Integration

serjik_1206
Introduction of CRM Bitrix 24 in the service company

Client Management & CRM

The tasks:
The corporate portal;
The portals;
Adjusting the level of access;
… Writing and implementing business processes;
The corporate mail;
- Implementation of customer support of the company with the help of extranet groups;
Training of employees working with CRM;
Installation of telephone and telephone devices;

The result:
The manager works only in Bitrix 24. All lines are fixed in the system. All employees of the company work in Bitrix 24, all interactions with the customer (measurement, start of work, daily photo reports) are displayed in the CRM. The manager online sees all the actions of the managers.

Sakiv_Taras
Custom CRM for Int. Logistics: Multi Express

Client Management & CRM

Description:
- Status: Completed Project (Fractional CTO / Lead PM).
- Goal: Design and development of a custom CRM for managing international express delivery operations.

… Key Solutions:
- System Architecture: Designing logic for international shipments, taking into account delivery zones and complex tariffs.
- Document Automation: Automated generation of shipping and customs documentation.
- Multi-currency Support: Real-time delivery cost calculation with automated currency conversion.
- Team Management: Coordinating a full-cycle development team to meet specific business requirements.

Impact: Improved order processing speed and complete digital visibility of international logistics.

#CRM #logistics #automation #MultiExpress #FractionalCTO #international_delivery #API #business_analysis #ERP #architecture

Raxkor_Group