Implementation of Bitrix24 Metalurg
At the time we came to us, the customer base led in Excel and used Trello for sales department.The experience of our managers, the conduct of projects in different fields allowed us to speak in one language, business processes in the company were considered.We have provided expert advice on telephony and the necessary external services for business automation based on Bitrix24.Objectives and objectives for implementation:
• Safe storage of the entire customer base in one system.• Connect communication with customers into one system.• Analysis of sales.• Interaction history between employees and customers.• Conversion analysis by managers.• Improving interaction within the company
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, Telegram, Facebook: Message, Facebook: Comments, Instagram).7 .Integration of the client’s websites, connection forms.8 .Set up 10 accounts
The 9.Configuration of the multi-wall in CRM Bitrix24.The 10.Configuration and installation of IP telephone
11 of 11.Configuring CRM reports in the reporting designer.After setting the portal and experience operation, team training was carried out to employees on the custom system.
• Safe storage of the entire customer base in one system.• Connect communication with customers into one system.• Analysis of sales.• Interaction history between employees and customers.• Conversion analysis by managers.• Improving interaction within the company
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, Telegram, Facebook: Message, Facebook: Comments, Instagram).7 .Integration of the client’s websites, connection forms.8 .Set up 10 accounts
The 9.Configuration of the multi-wall in CRM Bitrix24.The 10.Configuration and installation of IP telephone
11 of 11.Configuring CRM reports in the reporting designer.After setting the portal and experience operation, team training was carried out to employees on the custom system.
Chernigov 
Available for hire