Introduction of Bitrix24 construction of swimming pools
The customer decided to choose the box version of Bitrix and place it on the servers.We have developed a portal on customer servers and provided expert advice on telephony and the necessary external services to automatize the business based on Bitrix24.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 .Integration of the site aquasfera.net.ua c Bitrix24.8 .Set up the 6th multi-wheel in the CRM Bitrix24.(According to the direction of sales of swimming pools, service service, autopoly, grid and wholesale, landscape design)
The 9.Configuring CRM reports in the reporting designer.The 10.Configuration and installation of Asterisk IP phone on the server
After setting the portal and experience operation, individual training was carried out to 2 employees on the custom system.The achieved results:
All communication with customers is carried out in Bitrix24:
- Asterisk IP phone is connected and all calls are made from the client card, fixed in the client card and available for hearing,
- Connected mail all the correspondence with the customer is displayed in Bitrix24,
Open lines are connected and all the correspondence reaches the B24.The manager sees and tracks the performance of the managers: the number of performed calls, the number of accounts and the number of successful closed transactions.
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 .Integration of the site aquasfera.net.ua c Bitrix24.8 .Set up the 6th multi-wheel in the CRM Bitrix24.(According to the direction of sales of swimming pools, service service, autopoly, grid and wholesale, landscape design)
The 9.Configuring CRM reports in the reporting designer.The 10.Configuration and installation of Asterisk IP phone on the server
After setting the portal and experience operation, individual training was carried out to 2 employees on the custom system.The achieved results:
All communication with customers is carried out in Bitrix24:
- Asterisk IP phone is connected and all calls are made from the client card, fixed in the client card and available for hearing,
- Connected mail all the correspondence with the customer is displayed in Bitrix24,
Open lines are connected and all the correspondence reaches the B24.The manager sees and tracks the performance of the managers: the number of performed calls, the number of accounts and the number of successful closed transactions.
Chernigov 
Available for hire