CRM for custom furniture sales
Client Management & CRM
Installation of CRM for custom furniture sales
In the modern business environment, effective customer relationship management is a key factor for success. The company had an established Bitrix24 system, but due to the system shutdown in 2022, it needed replacement to continue effective sales.
Project challenges:
- Migration of the customer base and deals: The company STERKH had a large accumulated customer base that needed to be carefully transferred to the new system without data loss.
- Integration of old communication channels: Forms on the website, calls, quizzes, and messengers were connected to the old system. This required parallel integration into the new system with a clear transition plan for uninterrupted operation.
- Adaptation of managers to the new system: Managers were used to working in Bitrix24, so it was necessary to develop a detailed training plan for a smooth transition to the new system.
Which system was selected:
We selected Keeping CRM. KeepinCRM is a Ukrainian CRM system designed for automating business processes such as lead, customer, deal, task, inventory, finance, and document management. It allows businesses to improve customer interaction, increase efficiency, and streamline internal processes. It has the necessary functionality that satisfied the client.
What results did the client achieve:
- The client received formed and described business processes, which simplified the adaptation of new employees.
- Complete migration from Bitrix to KeepinCRM with the transfer of the database.
- Managers were trained to fully work in the new system.
- Instructions for working in the system were developed.
We provide ongoing support and technical assistance to the client. For all questions from managers, the project manager provides answers and helps with additional settings.
#KeepinCRM #CRM #analytics
In the modern business environment, effective customer relationship management is a key factor for success. The company had an established Bitrix24 system, but due to the system shutdown in 2022, it needed replacement to continue effective sales.
Project challenges:
- Migration of the customer base and deals: The company STERKH had a large accumulated customer base that needed to be carefully transferred to the new system without data loss.
- Integration of old communication channels: Forms on the website, calls, quizzes, and messengers were connected to the old system. This required parallel integration into the new system with a clear transition plan for uninterrupted operation.
- Adaptation of managers to the new system: Managers were used to working in Bitrix24, so it was necessary to develop a detailed training plan for a smooth transition to the new system.
Which system was selected:
We selected Keeping CRM. KeepinCRM is a Ukrainian CRM system designed for automating business processes such as lead, customer, deal, task, inventory, finance, and document management. It allows businesses to improve customer interaction, increase efficiency, and streamline internal processes. It has the necessary functionality that satisfied the client.
What results did the client achieve:
- The client received formed and described business processes, which simplified the adaptation of new employees.
- Complete migration from Bitrix to KeepinCRM with the transfer of the database.
- Managers were trained to fully work in the new system.
- Instructions for working in the system were developed.
We provide ongoing support and technical assistance to the client. For all questions from managers, the project manager provides answers and helps with additional settings.
#KeepinCRM #CRM #analytics