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Implementation of B24 to the manufacturer of advertising products

First, the problem of the sales department was resolved.The Director of the Company took the course Effective Manager.The completed work:
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.Connecting open lines to Bitrix24 (Viber, Facebook: Message, Facebook: Comments).7 .Configuration of the multi-wall in CRM Bitrix24.8 .Set up robots and triggers in Lids and Agreements.The 9.Set up the SRM form.The 10.Configuring CRM reports in the reporting designer.11 of 11.Configuration of mail templates in CRM (3 sheets).12 .Regular contact.Automatic planning of the next contact.Settings of work.13 .Repeated sales.Automatic task for re-sales manager.14 .Control of delay in LID and Agreement.Settings of work.The manager sees and tracks the performance of the managers: the number of performed calls, the number of accounts and the number of successful closed transactions.The feedback has improve the quality of service, quality of service and delivery.Managers lead customers in an understandable system, any contact with the customer is fixed.
Work details
Added 3 September 2021
196 views
Freelancer
Nikolay Z.
Ukraine Chernigov
No reviews

Available for hire Available for hire
On the service 8 years