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Problems
There is 1C advanced and fully satisfying the customer to work with the patients.But there was no statistics and conversions of customers who came to a comprehensive treatment after the first visit.The tasks
1 .A sales line that would reflect the statistics of how many customers buy complex treatment after their first visit.
2ndCreate a gateway to work with repeated customers
ThreeCreate a gateway for the purpose of pre-qualification of new social networks
4 .Create a gateway to work with customers on comprehensive treatment
and 5.Create a bar for working with customers after comprehensive treatment
6 .Create the quality control department of managers
7 .Create a referral patient gateway to track customers who come according to recommendations
8 .Create a staff recruitment
The 9.Automatic sending of notifications with a reminder of receipt at the time of appointment, the day before receipt, the day of receipt
The 10.Automatic customer notification of shares in honor of DR (birthday) 7 days before DR
11 of 11.Introduce IP telephony to fix all input and output calls and control the quality of calls of managers
12 .Development of CRM synchronization system 1C and amoCRM

Decision
1 .Created the "Primary Visit" cover, which includes 3 touches with the patient
Primary consultation
Indicative treatment
Meeting to present a comprehensive treatment
2ndA "Return Visit" is created, in which 1 deal corresponds to 1 doctor's visit.The client remains in this bar until the treatment is completed.ThreeThe "New Call (Ice Rope)" has been created to work with new calls, which includes all new applications from social networks, messengers, WhatsApp.This is the primary qualification of the customer.If the customer is targeted, the transaction is considered successful.This client is transferred to the "Primary Visit".If the customer is unsuccessful, then he is simply closed as a failed deal.4 .The "According (Farmers)" is created for customers who are under comprehensive treatment.The client is in this bar until the treatment is completed.and 5.The “sanation” is created.The client gets into this cavity after completion of a comprehensive treatment.In this bar, the customer passes the preventive services within 6 months after the completion of the complex treatment.6 .The "conditional rejection (quality control department)" is created to control the quality of the work of the sales department managers.The insert of the brick allows you to return from 15 to 25% of customers after refusal.7 .The "referential patients" is created, which is placed by customers only on recommendation.Created with the aim of working properly with partners and timely payments of remuneration to partners for the quality recommendation of the clinic.8 .HR for the hiring of staff.The recruiter adds all potential candidates and works with them until he is recruited.A successful transaction is a officially registered employee after passing the test day and training of the position.The 9.Business process automation in all branches is implemented on the basis of the Sensei BPM platform, including
- Automatic sending of messages with a reminder of reception at the time of appointment, the day before reception, on the day of reception
- Automatic customer notification of shares in honor of DR (birthday) 7 days before DR (thanks to dynamic Sensei segmentation)
The 10.Connected, the IP phone of Sipuni is set.IP telephony is introduced to fix all input and output calls and control the quality of calls of managers.11 of 11.CRM synchronization of the 1C system with amoCRM.Synchronization connects the 1C receipt preliminary record with the amoCRM transaction.When creating a preliminary record in 1C and filling it with data, part of this data is automatically transferred to amoCRM and the corresponding status of transaction is delivered to amoCRM (registered on receipt, received, received cancelled, received transferred).
Work details
Budget 5000 USD
Added 4 December 2022
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Freelancer
Kostyantin S.
Ukraine Kharkiv  32  0

Available for hire Available for hire
33 Safes completed
On the service 12 years