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Website and social integration programming school networks with a CRM system

- setting up transaction/contact fields for transfer to the system from the site
- connecting a group of analytics fields in a deal
- transferring transaction tags from the site to the CRM system
- duplicate control
- setting the deal to get to a certain stage of the funnel, depending on the completed form, which is on the site, in social networks

1. Analysis of business processes.
2. Formalization of existing business processes (visually in the form of flowcharts.
3. Optimization (remove non-functional processes).
4. Coordination of work scenarios for BP.
5. Writing scripts to the system.
6. Test.
The second stage is employee training. comes with a separate budget.

Result:
All processes in the Company are automated as much as possible and do not depend more on the "unique" knowledge of a single manager. Head of business, received operational control. Almost completely disappeared, the human factor.

#Introduction #crm #amocrm #kommo #Introductionkommo
#Injection crm #Injectionamocrm #Integration
Work details
Budget 630 USD
Added 9 September 2021
656 views
Freelancer
Sergey Ponomarenko
Ukraine Cherkassy  26  0

Available for hire Available for hire
25 Safes completed
1 arbitration
On the service 10 years