Integration website + social networks + telephony with a CRM sys

Website integration, social networks and telephony of a car delivery company 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

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