Introduction of Bitrix24 lighting equipment

The customer came with the task of managing a single customer base, its structuring and segmentation, the impossibility to productively plan the income of future periods, always to the end was unclear how many customers in active work, for what reasons no transactions are made, and where the narrow places in sales.The customer on the recommendation of our partner Stream Telecom contacted us.We were chosen among the integrators for a available score for a small amount of work.Types of work, stage and final result were discussed.We have provided expert advice on telephony and the necessary external services for business automation 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.Configuration of CRM 2 Accounts
Implementation of CRM 2 contracts
Setup of the 1-imultivoron in CRM Bitrix24.Development of the CRM marketing tool
The 10.Connecting and setting the IP telephone Stream Telecom.The achieved results:
All communication with customers is carried out in Bitrix24:
- connected to the IP telephone Stream Telecom 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,
- the customer can quickly create a mail to the customer under any share in B24
Accounts are exhibited with Bitrix24 with a print and signature.