Introduction BITRIX24 Construction and Repair
Objectives and objectives of implementation of the B24:
• Safe storage of the entire customer base in one system.• Connect communication with customers into one system.• Analysis of sales.• Interaction history between employees and customers.• Improving interaction within the company
Process of implementation, characteristics of the project:
First, the problems of the sales department were solved, the second stage of the work of the installers and freezer.The Director of the Company took the course Effective Manager.The completed work:
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.6 .Connecting open lines to Bitrix24 (Viber, Telegram, Facebook: Message, Facebook: Comments, Instagram).7 .Settings of Accounts
8 .Configuration of the 1st multi-wheel in CRM Bitrix24
The 9.Configuring CRM reports in the reporting designer.The 10.Connecting open lines to Bitrix24.Connecting the service to send SMS i Viber messages.12 .Integration of the client’s site with Bitrix24 (connecting 6 forms and installing the Bitrix24 widget to the site).13 .Integration of the second client site with Bitrix24 (connecting 9 forms and installing the Bitrix24 widget to the site).14 .Integration of Binotel Phone with Bitrix24
• Safe storage of the entire customer base in one system.• Connect communication with customers into one system.• Analysis of sales.• Interaction history between employees and customers.• Improving interaction within the company
Process of implementation, characteristics of the project:
First, the problems of the sales department were solved, the second stage of the work of the installers and freezer.The Director of the Company took the course Effective Manager.The completed work:
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.6 .Connecting open lines to Bitrix24 (Viber, Telegram, Facebook: Message, Facebook: Comments, Instagram).7 .Settings of Accounts
8 .Configuration of the 1st multi-wheel in CRM Bitrix24
The 9.Configuring CRM reports in the reporting designer.The 10.Connecting open lines to Bitrix24.Connecting the service to send SMS i Viber messages.12 .Integration of the client’s site with Bitrix24 (connecting 6 forms and installing the Bitrix24 widget to the site).13 .Integration of the second client site with Bitrix24 (connecting 9 forms and installing the Bitrix24 widget to the site).14 .Integration of Binotel Phone with Bitrix24