Migration from Bitrix24 to KeyCRM for an event agency
Migration from Bitrix24 to KeyCRM for the event agency "Dядя Жора Company"
In the modern business environment, effective customer relationship management is a key factor for success. Dядя Жора Company faced issues with the existing Bitrix24 system: in 2022, all accounts were deleted, raising concerns about preserving the customer database and business processes.
Challenges:
- Blocking of Bitrix24 and urgent search for an alternative.
- Preservation of the customer database and interaction history.
Solution:
Transition to KeyCRM.
KeyCRM is a Ukrainian CRM system designed for small, medium, and large businesses. It provides effective management of customer relationships through integration with various communication channels and automation of business processes. This system integrates with all messengers, the website, and telephony.
Implementation process:
- Steps and stages of CRM implementation.
- Customized sales funnels according to business processes.
- Connected virtual telephony with the ability to record calls from mobile phones.
- Connected Viber and Telegram numbers.
- Integrated company messengers: Instagram, Facebook.
- Imported customer database.
Results:
- The client preserved the customer database and sales processes.
- The client received a new system to enhance sales efficiency.
- Photo of the system's demo cabinet.
We provide ongoing support and technical assistance to the client. The project manager answers all questions from managers and supervisors and assists with additional settings.
#KeyCRM #CRM #analytics
In the modern business environment, effective customer relationship management is a key factor for success. Dядя Жора Company faced issues with the existing Bitrix24 system: in 2022, all accounts were deleted, raising concerns about preserving the customer database and business processes.
Challenges:
- Blocking of Bitrix24 and urgent search for an alternative.
- Preservation of the customer database and interaction history.
Solution:
Transition to KeyCRM.
KeyCRM is a Ukrainian CRM system designed for small, medium, and large businesses. It provides effective management of customer relationships through integration with various communication channels and automation of business processes. This system integrates with all messengers, the website, and telephony.
Implementation process:
- Steps and stages of CRM implementation.
- Customized sales funnels according to business processes.
- Connected virtual telephony with the ability to record calls from mobile phones.
- Connected Viber and Telegram numbers.
- Integrated company messengers: Instagram, Facebook.
- Imported customer database.
Results:
- The client preserved the customer database and sales processes.
- The client received a new system to enhance sales efficiency.
- Photo of the system's demo cabinet.
We provide ongoing support and technical assistance to the client. The project manager answers all questions from managers and supervisors and assists with additional settings.
#KeyCRM #CRM #analytics