Introduction Bitrix24 brand clothing manufacturer
Client Management & CRM
The customer has come with the task to connect My Storage to Bitrix24
Before meeting with us, the customer worked with freelancers, for advertising he contacted us.The customer was interested in our experience and the available ratio.Types of work, stage and final result were discussed.Objectives and objectives of implementation of the B24:
• Customized system under the company’s business processes.• Connect communication with customers into one system.• Connected system My warehouse
Process of implementation, characteristics of the project:
During the implementation work was carried out:
1 .Distribution of access rights to data in accordance with official duties.2ndConfiguration of leads and leads and transactions stages.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.Configuration of CRM accounts and automatic forming at the transaction stage
Configuration of the automated multi-voltage in CRM Bitrix24.8 .Integration of the portal in the ua segment with "My Storage"
The achieved results:
All communication with customers is carried out in Bitrix24:
- Connected mail all the correspondence with the customer is displayed in Bitrix24,
Accounts are exhibited with Bitrix24 with a print and signature.Integrated "My Storage" with Bitrix24 is easy to control and see residues.Benefits of Implementation
It’s easy to work with customers in an understandable system, all communication is fixed in the client’s card.The sales rate has increased, when the account is displayed, the remains on the goods are seen, there is no need to work in 2 systems.
Before meeting with us, the customer worked with freelancers, for advertising he contacted us.The customer was interested in our experience and the available ratio.Types of work, stage and final result were discussed.Objectives and objectives of implementation of the B24:
• Customized system under the company’s business processes.• Connect communication with customers into one system.• Connected system My warehouse
Process of implementation, characteristics of the project:
During the implementation work was carried out:
1 .Distribution of access rights to data in accordance with official duties.2ndConfiguration of leads and leads and transactions stages.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.Configuration of CRM accounts and automatic forming at the transaction stage
Configuration of the automated multi-voltage in CRM Bitrix24.8 .Integration of the portal in the ua segment with "My Storage"
The achieved results:
All communication with customers is carried out in Bitrix24:
- Connected mail all the correspondence with the customer is displayed in Bitrix24,
Accounts are exhibited with Bitrix24 with a print and signature.Integrated "My Storage" with Bitrix24 is easy to control and see residues.Benefits of Implementation
It’s easy to work with customers in an understandable system, all communication is fixed in the client’s card.The sales rate has increased, when the account is displayed, the remains on the goods are seen, there is no need to work in 2 systems.