Transition from Bitrix24 to Zoho CRM for the distance learning school
ONLINE SCHOOL 977: modern distance education from any corner of Ukraine and the world
Website https://977.com.ua
Client's needs and wishes:
- Ability to transfer the client database from Bitrix24.
- Assistance in developing the sales business process.
- Working with multiple funnels: new and repeat sales.
- Automate client interaction processes.
- Ability to integrate requests from the website.
- Ability to specify parents and children in the client card.
- Ability to automatically log calls.
- Ability to generate PDF invoices and contracts.
- Logging all inquiries from Facebook, Instagram, Telegram.
- Having dashboards and analytics in the system that will be generated automatically.
- Training for managers and the supervisor.
What has been done:
- Meetings and analysis conducted
- Two meetings held to analyze previous wishes and requirements for the system.
- Selected the Zoho system and developed a project estimate and implementation plan.
- After starting work, five meetings were held with the supervisor for auditing existing processes and a sales funnel scheme was created considering automation.
- Configuration of the Zoho CRM system
- Sales funnels.
- Additional fields.
- Developed a custom interface for the system.
- Connections between parent-child cards.
- Automatic tasks for the manager.
- Automatic tasks if the deal is pending for more than 2 days after the proposal is voiced.
- Document and contract templates.
Integrations and additional settings:
- Connected virtual telephony to log all inquiries and the ability to listen to conversations.
- Integrated website requests with UTM tags for advertising campaign analysis.
- Set up the ability to specify children and parents in one card.
- Connected the client's email for the ability to send emails.
- Integrated the SmartSender chatbot platform with all messengers: Instagram, Facebook, Telegram.
- Transferred the client database from Bitrix24.
Training and support:
- Held four meetings for training managers and the supervisor.
- Recorded video instructions for using the system.
- Supported the client and assisted with additional questions, adapted new managers.
Previously:
- Clients were not systematically managed in Bitrix24.
- The account expiration was approaching, and there was a threat of data deletion (Bitrix was deleting all systems in 2023).
Now:
- Sales processes are configured.
- All inquiries are captured in the system and processed by managers.
- Analytics is generated automatically, and the supervisor can analyze metrics on the dashboard from a computer or phone.
- Control of managers and their metrics is now transparent.
We provide ongoing support and technical assistance to the client. For all questions from managers, the project manager provides answers and helps with additional settings.
#ZohoCRM #ZOHO #analytics
Website https://977.com.ua
Client's needs and wishes:
- Ability to transfer the client database from Bitrix24.
- Assistance in developing the sales business process.
- Working with multiple funnels: new and repeat sales.
- Automate client interaction processes.
- Ability to integrate requests from the website.
- Ability to specify parents and children in the client card.
- Ability to automatically log calls.
- Ability to generate PDF invoices and contracts.
- Logging all inquiries from Facebook, Instagram, Telegram.
- Having dashboards and analytics in the system that will be generated automatically.
- Training for managers and the supervisor.
What has been done:
- Meetings and analysis conducted
- Two meetings held to analyze previous wishes and requirements for the system.
- Selected the Zoho system and developed a project estimate and implementation plan.
- After starting work, five meetings were held with the supervisor for auditing existing processes and a sales funnel scheme was created considering automation.
- Configuration of the Zoho CRM system
- Sales funnels.
- Additional fields.
- Developed a custom interface for the system.
- Connections between parent-child cards.
- Automatic tasks for the manager.
- Automatic tasks if the deal is pending for more than 2 days after the proposal is voiced.
- Document and contract templates.
Integrations and additional settings:
- Connected virtual telephony to log all inquiries and the ability to listen to conversations.
- Integrated website requests with UTM tags for advertising campaign analysis.
- Set up the ability to specify children and parents in one card.
- Connected the client's email for the ability to send emails.
- Integrated the SmartSender chatbot platform with all messengers: Instagram, Facebook, Telegram.
- Transferred the client database from Bitrix24.
Training and support:
- Held four meetings for training managers and the supervisor.
- Recorded video instructions for using the system.
- Supported the client and assisted with additional questions, adapted new managers.
Previously:
- Clients were not systematically managed in Bitrix24.
- The account expiration was approaching, and there was a threat of data deletion (Bitrix was deleting all systems in 2023).
Now:
- Sales processes are configured.
- All inquiries are captured in the system and processed by managers.
- Analytics is generated automatically, and the supervisor can analyze metrics on the dashboard from a computer or phone.
- Control of managers and their metrics is now transparent.
We provide ongoing support and technical assistance to the client. For all questions from managers, the project manager provides answers and helps with additional settings.
#ZohoCRM #ZOHO #analytics
Kyiv 
A little busy