Introduction to Bitrix24 Intelligence Development Center
Adaptation Bitrix24 to the specificity of the educational development center Intelligence.Settings from zero.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.6 .Connecting open lines to Bitrix24 (Viber, Facebook: Message, Facebook: Comments).7 .Implementation of CRM Bitrix24
8 .Configuration of accounts with print and signature
The 9.Integration of the client’s website c Bitrix24.The 10.Configuring CRM reports in the reporting designer.11 of 11.Connect and set up the IP phone.12 .Planning of lessons through the B24 tools
The achieved results:
All communication with customers is carried out in Bitrix24:
- Connected to the Phonet IP phone 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 emails get to Viber, Facebook: Message, Facebook: Comments,
Managers lead customers in an understandable system, any contact with the customer is fixed.Benefits of Implementation
The customer base segmented with it became easy to work, the multi-wheel allows the manager to remind and control the sales process.All tasks are put into Bitrix24, it’s easy to track the results, you don’t have to keep everything in mind.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, Facebook: Message, Facebook: Comments).7 .Implementation of CRM Bitrix24
8 .Configuration of accounts with print and signature
The 9.Integration of the client’s website c Bitrix24.The 10.Configuring CRM reports in the reporting designer.11 of 11.Connect and set up the IP phone.12 .Planning of lessons through the B24 tools
The achieved results:
All communication with customers is carried out in Bitrix24:
- Connected to the Phonet IP phone 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 emails get to Viber, Facebook: Message, Facebook: Comments,
Managers lead customers in an understandable system, any contact with the customer is fixed.Benefits of Implementation
The customer base segmented with it became easy to work, the multi-wheel allows the manager to remind and control the sales process.All tasks are put into Bitrix24, it’s easy to track the results, you don’t have to keep everything in mind.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