Integration of the site + social networks + manychat with the CR

Website integration, social networks, manychat and telephony companies installing solar panels 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
- connecting and configuring telephony, distribution of tasks, applications, calls to managers
- automatic setting of tasks depending on the dates and filters of the transaction fields
- connections and configuration of manychat
- connect and set up facebook + instagram

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 no longer depend on the "unique" knowledge of a single manager. Head of business, received operational control. the human factor has practically disappeared.

#Introduction #crm #amocrm #kommo
#Injection crm #Injectionamocrm #Integration