Implementation of AMOCRM. The Grace Clinic
The client:
Clinic of Plastic and Aesthetic Surgery in Kiev - GRACE
It was made:
- Analysis and description of the current business processes of the company "How is".Analyze and make a list of actions of each user.- Identify users who will work in CRM.- Determining the number of stages in the defense of sales required to realize the goods/services.- Analysis of the current customer base, drawing up a list of necessary additional fields.- Optimization of technical solutions for fixing additional information:
IP is a telephone.+ Connecting to the site.Connecting messengers (viber, whatsup, telegram, facebook, vk, instagram).SMS is a notification.E-mail is an email.Corporate or personal mail.Methods for automating business processes:
+ Automatic triggers at the stages of the wheel.Automatic forming of contracts or accounts.Developing a technical task.Technical work in written form.Agreement of technical task with the contractor.Registration in the amoCRM program.The primary armor.- Configuration of additional fields in agreement cards, contacts, companies.Preparation of the customer base for import.Adding employees to the CRM with breakdown on the departments
- Establishment of limitations of employees' rights to the creation, review, direction, deletion and export of contacts, agreements, companies.The mail of the customer and:
Preparing templates for work with the mail.Setup of signatures
Presentation and agreement of the initial settings of the Contractor.Text and video - instructions.and teaching.
Clinic of Plastic and Aesthetic Surgery in Kiev - GRACE
It was made:
- Analysis and description of the current business processes of the company "How is".Analyze and make a list of actions of each user.- Identify users who will work in CRM.- Determining the number of stages in the defense of sales required to realize the goods/services.- Analysis of the current customer base, drawing up a list of necessary additional fields.- Optimization of technical solutions for fixing additional information:
IP is a telephone.+ Connecting to the site.Connecting messengers (viber, whatsup, telegram, facebook, vk, instagram).SMS is a notification.E-mail is an email.Corporate or personal mail.Methods for automating business processes:
+ Automatic triggers at the stages of the wheel.Automatic forming of contracts or accounts.Developing a technical task.Technical work in written form.Agreement of technical task with the contractor.Registration in the amoCRM program.The primary armor.- Configuration of additional fields in agreement cards, contacts, companies.Preparation of the customer base for import.Adding employees to the CRM with breakdown on the departments
- Establishment of limitations of employees' rights to the creation, review, direction, deletion and export of contacts, agreements, companies.The mail of the customer and:
Preparing templates for work with the mail.Setup of signatures
Presentation and agreement of the initial settings of the Contractor.Text and video - instructions.and teaching.