Introduction B24 design and installation of stretched roofs
The client came with the task to set up the Bitrix24 CRM system and use its full functionality.Before meeting with us he led his clients in Excel, they used Trello to work with tasks, and it was a Bitrix24 portal with a set-up gateway without automation.The client’s pain was:
1) the impossibility to track customer traffic, which sources are paid and which are not
2) Incapacity to work effectively in a system that is poorly arranged
3) the impossibility to track customer traffic, which sources are paid and which are not.On the recommendation of the existing customer, the customer has contacted us.First the problem was solved by the sales department, then the installation department.The feature of this project was the need to build a system convenient for remote managers that will only work through a mobile application.During the implementation work was carried out:
1 .Distribution of access rights to data in accordance with official duties.2ndAdjusting the status of leaders and stages of transactions.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 (Facebook: Message, Facebook: Comments, Instagram).6 .Connecting the Bitrix24 widget to http://garmonia.if.ua/
7.1 of 2 multi-wheel setup in CRM Bitrix24.8 .Set up the telephone.The 9.Set up the analytics.
1) the impossibility to track customer traffic, which sources are paid and which are not
2) Incapacity to work effectively in a system that is poorly arranged
3) the impossibility to track customer traffic, which sources are paid and which are not.On the recommendation of the existing customer, the customer has contacted us.First the problem was solved by the sales department, then the installation department.The feature of this project was the need to build a system convenient for remote managers that will only work through a mobile application.During the implementation work was carried out:
1 .Distribution of access rights to data in accordance with official duties.2ndAdjusting the status of leaders and stages of transactions.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 (Facebook: Message, Facebook: Comments, Instagram).6 .Connecting the Bitrix24 widget to http://garmonia.if.ua/
7.1 of 2 multi-wheel setup in CRM Bitrix24.8 .Set up the telephone.The 9.Set up the analytics.