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Client management and CRM

48
  • Rest on all 100: Implementation of CRM system

    Client management and CRM
    The company, which is engaged in the organization of tourist bus transports from Ukraine/RF across Europe.It was:
    - Integrated and erroneous IP telephony, managers were unable to determine who to respond to the call, with a total flow of ~300 inbound calls per day;
    - Complex accounting system in distorted Google Docs files, which made it difficult to enter data, and thus more analysis and search;
    - Part of the information was lost due to the high burden on managers.It was:
    - Integrated another IP telephone, introduced a simultaneous and uniform automatic distribution of calls by managers;
    Transfer the customer account from Google Docs to the CRM system by setting the individual fields in the customer card at different sales stages;
    - Improved interaction with the sales line, optimized the stages, which allowed the manager to better analyze the current situation and offer targeted services;
    - Complete automation of the sales gate with SMS integration, automatic exhibition of tasks to the manager at each stage of the gate, automatic notification of the customer about the current status of his purchase (booked/payed/date and location);
    - Set full reports on the analysis of the current status of the sales department;
    - Integrated all the resources that collected external requests (FB, Inst, Viber, Telegram), set automatization for distribution between the managers of these requests including.Training methods for sales managers.Based on the methodology, managers in the branch and central office were trained;
    The project is accompanied by me as an administrator.


  • ArtMoto: Introduction of the CRM system

    Client management and CRM
    Company for the sale of motor engineering, equipment and complements.

    It was:
    There was no single database.
    There was no regulation of the work of the manager of the sales department, there was no calls for the purpose of pre-sales, heating.
    There was no IP telephone, calls were made from personal phones and could not be recorded.

    It was:
    - Collected, processed, updated and transferred to the CRM database of all customers;
    - Described and automated the business process, which allows you to qualityly process each new application (exhibition of tasks, reminder of the call, movement on the wheel).
    Unified format of the database.
    - Created and introduced a report that allows to verify the quality of the work of each manager by the manager.


  • X-Services: Complete implementation of Bitrix

    Client management and CRM
    A company for the sale of faced products, as well as for the provision of services on the facing of products.It was:
    - Bitrix24 was used for 10% of its capabilities and was not introduced into the company;
    Telephone is not integrated into CRM.
    There were no analytical reports.
    There were no business processes;
    All tasks were transmitted in telephone mode, which made it difficult for the particles to move between the departments.It was:
    The IP telephone is fully integrated, with an individual number attached to each manager.Static reports are set, recording of all the calls is implemented;
    - Designed, approved and set in the CRM sales wall that shows the real image in the sales department;
    - The client card has been fully rebuilt into the CRM, managers at different levels have become much easier to find the necessary information on any of the essences of the CRM;
    - fully displayed the product range in the product group in the CRM;
    - Set a transparent reporting for managers and linear employees in the range: sales stages, goods, goods groups, managers.


  • 204 USD

    Creation of a website on B24 for delivery of goods

    Client management and CRM
    Creation of the website for "International Delivery of Goods and Goods from Turkey and China to Ukraine". Description, photo, connection of all social networks. Connect with 1C + Bitrix 24.


  • 740 USD

    Implementation+CRM setup+Sendpulse (digital pipeline)

    Client management and CRM
    Website integration, social networks and mailing service of a company with a CRM system,

    - setting up transaction/contact fields for transfer to the system from social networks networks
    - connecting a group of analytics fields in a deal
    - transferring transaction tags from the site to the CRM system
    - duplicate control
    - setting the deal to get to a certain stage of the funnel, depending on the completed form
    - connecting and configuring telephony, distribution of tasks, applications, calls to managers
    - automatic setting of tasks depending on the dates and filters of the transaction fields
    - connect and set up facebook + instagram
    - connecting and setting up a chat bot on facebook, instagram, telegram, viber, whatsapp
    - creating and configuring email chains

    1. Analysis of business processes.
    2. Formalization of existing business processes (visually in the form of flowcharts.
    3. Optimization (remove non-functional processes).
    4. Coordination of work scenarios for BP.
    5. Writing scripts to the system.
    6. Test.

    The second stage - employee training, is a separate budget.

    Result:
    All processes in the Company are automated as much as possible and no longer depend on the "unique" knowledge of a single manager. Head of business, received operational control. the human factor has practically disappeared.

    #Introduction #crm #amocrm #kommo
    #Injection crm #Injectionamocrm #Integration


  • “Bitrix24 Injection: The Basic System Settings”

    Client management and CRM


  • Introduction of Bitrix24 in the XScore Project

    Client management and CRM
    Obtained results:

    - After the implementation of Bitrix24, the customer received the opportunity to work independently with the management system and use the basic CRM functionality.
    - All users from all the landings, sites are in a single base and are not lost.
    - XScore employees actively use the Bitrix24 disk to store and exchange work information.
    - Direct communication is carried out between XScore employees and customer customers.


  • Introduction of Bitrix24 in Information Service Company

    Client management and CRM
    Obtained results:

    - The possibility of forming leads in the Bitrix24 system was implemented on the basis of entering applications.Behind each leader is a responsible manager.- Thanks to the built-in filtering function of the objects, any manager who has accepted the application can enter the general database and select potentially interesting for the customer options of the objects.After that, he communicates with their owners or representatives of a third party and negotiates a convenient date and time to show to his client.According to the results of the real estate display in CRM Bitrix24 is made the corresponding mark.Employees of different departments and subdivisions were entitled to put tasks on the preparation of the necessary documentation for the completion of transactions for the purchase and sale of real estate objects.The manager has the opportunity at any time to obtain information about the results of the work of each managing manager, for a certain period of time.It has been possible to upload the current database to the company’s website.


  • Introduction of Bitrix24 to Gagarin Group

    Client management and CRM
    With the CRM Bitrix24:

    The fixation of entering applications is carried out automatically in the general database, after which applications are distributed through the agency offices.- Communication with customers after contacting them through an online consultant on the site or landing is carried out in the general chat system of the company management.On the basis of the information recorded in the chat and the CRM record, a leader is formed and a responsible manager is appointed.Managers can track the sources of attraction for each leader in the database.Agents have the right to view in the full database of information about those students who with their help became customers of the Gagarin Group.Managers of the agency will be open to viewing and editing data on each of them student attached to the Bitrix24 base.- Communication between employees from different divisions (office) of the company is provided: the staff has the opportunity to use the basic functionality Bitrix24 (Task Management, Calendar Events Planning, etc.))- Automated feedback process with students by using a special robot that answers questions in the online chat social networks, the main site or bandings.Thus, it managed to save time for managers to communicate with potential customers.Automatic e-mail service is set: in response to the request, the robot sends a full list of universities to the potential client (at the condition that a special form is filled on the page of the main site or landing).


  • Introduction to BITRIX24 Veterinary Clinic

    Client management and CRM
    Thanks to the implementation of CRM Bitrix24 in the Animal Veterinary Clinic, it became possible:

    Automatize the internal document circulation in the clinic network.As a result, the doctors had the need to contact the administrators by phone to clarify their scheduled receptions.- Forming leads for the purpose of their subsequent processing in the Bitrix24 database.- Collect statistics about the number of entering calls.- Get additional flow of customers whose calls were not processed before the implementation of CRM.- Solve in the telephone mode conflict situations and thus reduce the number of negative reviews about the work of Animal, which consequently contributes to the formation of a positive reputation of the clinic.Increase customer loyalty rating thanks to vaccination reports and receipt time.Automatize routine processes.Increase the monthly sales volume.- To count in the future on the opening of a mini call center, whose employees will accept the entering applications and distribute them across the clinics of the network taking into account the most convenient location for customers.