Introduction to Bitrix24 in the consulting company

The client came with the task of managing a single customer base, its structuring and segmentation.The opportunity to gather a history of communication with customers.A lot of the customer was not able to productively plan the income of the future periods, it was always unclear to the end how many customers in active work, for what reasons the transactions are not made and where the narrow places in the sales.The customer understood that he needed a single space to conduct all customers.
First, the problem of the sales department was resolved.The Director of the Company took the course Effective Manager.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 .Configuration of 4 multi-walls in CRM Bitrix24.7 .Configuring CRM reports in the reporting designer.8 .Transfer the customer base to Bitrix24.After setting the portal and experience operation, individual training was carried out for each of the employees on the custom system.The manager sees and tracks the performance of the managers: the number of successfully closed transactions.Managers lead customers in an understandable system, any contact with the customer is fixed.Configurated screens help to understand at what stage the customer is now, what university he wants to enter, when the exam and the result of the entry.The manager sets a new client in Bitrix24 as a contact, creates transactions for him depending on what direction he chooses.Bitrix24 automatically creates a well-filled task in stages, calls to meetings are scheduled to send reminders.