B24 for the sale of special equipment rental building materials
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.
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.
Chernigov 
Available for hire