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Implementation + setting up CRM for the SD of a jewelry company

Site integration on WordPress, social. networks and telephony Zadarma with 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

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 - registration and setup of sales managers' offices in Zadarma telephony, study of each manager

The third 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
Work details
Budget 680 USD
Added 9 September 2021
1190 views
Freelancer
Sergey Ponomarenko
Ukraine Cherkassy  23  0

Available for hire Available for hire
22 Safe completed
1 arbitration procedure
On service 8 years