Introduction and improvement of Bitrix 24 in Artique
The customer used different software solutions to manage interactions with customers and manage internal processes.It was decided to move to Bitrix24 with its rich tools for the management of tasks, the interaction of employees between the departments and the construction of complex chains of business processes.fulfilled tasks:
1) Integration of all sources of lead with Bitrix24
Simple pages in HTML;
- Online store on 1C Bitrix;
The Internet Store on WordPress.
- Forms of feedback and online chat Bitrix24;
- Groups on Facebook, VK, Instagram.2) Configuration of the transmission of additional data about the leader
The source of the leather (plate);
- the UTM mark;
source of traffic to the site;
a search phrase;
the forms from which the applications were made;
- Fixation and preservation of the difference in time for the convenience of calling the client;
The geolocation of the visitor.3) Automation of business processes on Bitrix24 (non-full list)
- Preparation of the delivery contract with the automatic generation by template, with approval to responsible employees and sending the finished contract to the customer;
- Automatic generation of the account depending on the type of contract of the client, the form of taxation, the type of jury (phizlico/jurlico), the type of payment, with the creation of a public link to the account and sending the client to the mail;
- Send in one click of the corresponding records of the company depending on the role of the Contact (opt/difference);
- Preparation of necessary documents for the storage for the formation of the order, with a consecutive approval of the responsible employees;
- Send automatic informed customers about the formation of goods and shipments from the warehouse.4) Training of employees working with CRM
recording the video instructions;
Development of CRM work regulations;
Attestation of employees.#Bitrix24 #Bitrix24.CRM #Sram #Bitrix #CRM systems #Bitrix24 crm #Bitrix
#CM #Bitrix24 #CRM Bitrix24 #CRM systems
1) Integration of all sources of lead with Bitrix24
Simple pages in HTML;
- Online store on 1C Bitrix;
The Internet Store on WordPress.
- Forms of feedback and online chat Bitrix24;
- Groups on Facebook, VK, Instagram.2) Configuration of the transmission of additional data about the leader
The source of the leather (plate);
- the UTM mark;
source of traffic to the site;
a search phrase;
the forms from which the applications were made;
- Fixation and preservation of the difference in time for the convenience of calling the client;
The geolocation of the visitor.3) Automation of business processes on Bitrix24 (non-full list)
- Preparation of the delivery contract with the automatic generation by template, with approval to responsible employees and sending the finished contract to the customer;
- Automatic generation of the account depending on the type of contract of the client, the form of taxation, the type of jury (phizlico/jurlico), the type of payment, with the creation of a public link to the account and sending the client to the mail;
- Send in one click of the corresponding records of the company depending on the role of the Contact (opt/difference);
- Preparation of necessary documents for the storage for the formation of the order, with a consecutive approval of the responsible employees;
- Send automatic informed customers about the formation of goods and shipments from the warehouse.4) Training of employees working with CRM
recording the video instructions;
Development of CRM work regulations;
Attestation of employees.#Bitrix24 #Bitrix24.CRM #Sram #Bitrix #CRM systems #Bitrix24 crm #Bitrix
#CM #Bitrix24 #CRM Bitrix24 #CRM systems