Implementation of Bitrix24 Fudalians

The customer - the supplier of raw materials for the food industry - came with the task of managing a single customer base, its structuring and segmentation.The opportunity to gather a history of communication with customers.Avoid connection with the customer manager.It was always unclear to the end how many customers in active work, for what reasons the transactions are not made, and where the narrow places in sales.The customer was on business development training and he was recommended to us as a reliable Bitrix24 integrator.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.Configuration of 3 multi-walls in CRM Bitrix24.(Sub direction delay, pre-payment, re-sales with automation)
Configuration of CRM reports in the reporting designer.8 .Connecting and setting the IP phone.After setting the portal and experience operation, team training of employees on the custom system was carried out.The achieved results:
The customer base segmented with it became easy to work, multi-wheelers allow the manager to remind and control the sales process.In Bitrix24 are visible narrow places, and measures can be taken to strengthen.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.Managers lead customers in an understandable system, any contact with the customer is fixed.